Semtech Corp
SMTC- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0000088941
In the last 90 days, Semtech Corp insiders filed 0 open-market purchases and 16 sales; 583 institutions reported holding it in 13F filings for Q2 2026, worth $15.4B in total; Maverick Capital is the only superinvestor holding it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $6.66M in total
- 16
- 13F holdersQ2 2026, +145 vs. previous quarter
- 583
- 13F valueReported value at the end of Q2 2026
- $15.4B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Superinvestors holding SMTC, Q2 2026
1 superinvestor reports holding Semtech Corp on Form 13F. Percentages are the stock's share of each portfolio.
Latest insider trades
Open-market purchases and sales by Semtech Corp insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 25, 2026 (view filing)4:05 PM ET | Sep 23 | 2 days | Walsh Paul V JrDirector | SSale | −500 | $172.61 | −$86.3K | −1.8%26.6K after | 10b5-1 |
| Sep 18, 2026 (view filing)4:01 PM ET | Sep 16 | 2 days | Cardenuto Rodolpho CDirector | SSale | −5.32K | $165.00 | −$878.0K | −100.0%0 after | |
| Sep 14, 2026 (view filing)4:01 PM ET | Sep 10 | 4 days | Lin MarkEVP and CFO | SSale | −683 | $159.90 | −$109.2K | −1.9%35.4K after | 10b5-1 |
| Sep 9, 2026 (view filing)4:02 PM ET | Sep 4 | 5 days | Ruehl Julie GarciaDirector | SSale | −1.50K | $145.00 | −$217.5K | −17.4%7.14K after | 10b5-1 |
| Sep 9, 2026 (view filing)4:01 PM ET | Sep 4 | 5 days | Hou Hong QPresident and CEO | SSale | −2.00K | $138.71 | −$277.4K | −3.2%60.8K after | 10b5-1 |
| Aug 21, 2026 (view filing)4:01 PM ET | Aug 19 | 2 days | Walsh Paul V JrDirector | SSale | −500 | $135.48 | −$67.7K | −1.8%27.1K after | 10b5-1 |
| Aug 19, 2026 (view filing)4:01 PM ET | Aug 17 | 2 days | Silberstein AsafEVP and COO | SSale | −5.00K | $150.00 | −$750.0K | −5.3%88.9K after | 10b5-1 |
| Aug 11, 2026 (view filing)4:05 PM ET | Aug 7 | 4 days | Hou Hong QPresident and CEO | SSale | −2.00K | $140.00 | −$280.0K | −3.1%62.8K after | 10b5-1 |
| Jul 24, 2026 (view filing)4:01 PM ET | Jul 22 | 2 days | Walsh Paul V JrDirector | SSale | −500 | $133.07 | −$66.5K | −1.8%27.6K after | 10b5-1 |
| Jul 16, 2026 (view filing)4:01 PM ET | Jul 14 | 2 days | Silberstein AsafEVP and COO | SSale | −3.00K | $145.04 | −$435.1K | −3.1%93.9K after | 10b5-1 |
Top 10 13F holders, Q2 2026
The largest institutional positions in Semtech Corp at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,749,439 | $1.58B | 0.02% | −4,472,780−31.4% | Reduced |
| Vanguard Portfolio Management LLC | 5,328,594 | $862.4M | 0.04% | −1,594,040−23.0% | Reduced |
| Vanguard Capital Management LLC | 4,199,493 | $679.7M | 0.01% | +54,317+1.3% | Added |
| Ameriprise Financial Inc | 3,450,916 | $559.0M | 0.11% | −3,999,464−53.7% | Reduced |
| State Street Corp | 3,389,044 | $548.4M | 0.02% | −670,222−16.5% | Reduced |
| Jane Street Group, LLC | 3,351,040 | $542.4M | 0.35% | +2,578,228+333.6% | Added |
| Capital Research Global Investors | 2,954,432 | $478.2M | 0.07% | −1,197,650−28.8% | Reduced |
| Geode Capital Management, LLC | 2,253,786 | $366.6M | 0.02% | −272,675−10.8% | Reduced |
| Hood River Capital Management LLC | 2,250,382 | $364.2M | 2.64% | −37,147−1.6% | Reduced |
| Morgan Stanley | 1,970,198 | $319.1M | 0.02% | +554,170+39.1% | Added |