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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; 577 institutions reported holding it in 13F filings for Q2 2026, worth $15.0B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q2 2021

Institutional positions in Semtech Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
273
+15 vs. Q1 2021
Shares held
62.0M
+770.4K (+1.3%) vs. Q1 2021
Total value
$4.27B
+$40.2M (+1.0%) vs. Q1 2021
New holders
42
99 more added
Sold out
27
104 more reduced

3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SMTC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 273 institutions
Q1 2021: 261 institutionsQ2 2021: 273 institutionsQ3 2021: 281 institutionsQ4 2021: 309 institutionsQ1 2022: 319 institutionsQ2 2022: 308 institutionsQ3 2022: 277 institutionsQ4 2022: 261 institutionsQ1 2023: 248 institutionsQ2 2023: 227 institutionsQ3 2023: 217 institutionsQ4 2023: 226 institutionsQ1 2024: 236 institutionsQ2 2024: 256 institutionsQ3 2024: 274 institutionsQ4 2024: 355 institutionsQ1 2025: 315 institutionsQ2 2025: 316 institutionsQ3 2025: 350 institutionsQ4 2025: 402 institutionsQ1 2026: 438 institutionsQ2 2026: 577 institutions
Value heldQ2 2021: $4.27B
Q1 2021: $4.33BQ2 2021: $4.27BQ3 2021: $4.85BQ4 2021: $5.49BQ1 2022: $4.31BQ2 2022: $3.42BQ3 2022: $1.83BQ4 2022: $1.99BQ1 2023: $1.69BQ2 2023: $1.78BQ3 2023: $1.86BQ4 2023: $1.82BQ1 2024: $2.21BQ2 2024: $2.44BQ3 2024: $3.86BQ4 2024: $5.93BQ1 2025: $3.36BQ2 2025: $4.68BQ3 2025: $7.44BQ4 2025: $7.54BQ1 2026: $7.66BQ2 2026: $15.0B
Institutions holding SMTC and their total value by quarter
QuarterHoldersValue
Q2 2026577$15.0B
Q1 2026438$7.66B
Q4 2025402$7.54B
Q3 2025350$7.44B
Q2 2025316$4.68B
Q1 2025315$3.36B
Q4 2024355$5.93B
Q3 2024274$3.86B
Q2 2024256$2.44B
Q1 2024236$2.21B
Q4 2023226$1.82B
Q3 2023217$1.86B
Q2 2023227$1.78B
Q1 2023248$1.69B
Q4 2022261$1.99B
Q3 2022277$1.83B
Q2 2022308$3.42B
Q1 2022319$4.31B
Q4 2021309$5.49B
Q3 2021281$4.85B
Q2 2021273$4.27B
Q1 2021261$4.33B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q1 2021.

Institutions holding SMTC in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Trexquant Investment LP9,365$644.0K0.05%+9,365New
Teachers Retirement System of the State of Kentucky9,408$647.0K0.01%00.0%Unchanged
Magnetar Financial LLC9,715$668.0K0.01%−4,648−32.4%Reduced
AE Wealth Management LLC9,855$678.0K0.01%+2,139+27.7%Added
Qube Research & Technologies Ltd9,908$682.0K0.01%+871+9.6%Added
State of Alaska, Department of Revenue10,083$693.0K0.01%−97−1.0%Reduced
TD Asset Management Inc11,236$696.0K0.00%−4,531−28.7%Reduced
Xponance, Inc.10,784$742.0K0.01%+3,084+40.1%Added
Northwestern Mutual Investment Management Company, LLC10,814$744.0K0.01%−29−0.3%Reduced
Legacy Bridge, LLC10,875$748.0K0.42%00.0%Unchanged
Dynamic Technology Lab Private Ltd11,255$774.0K0.08%+11,255New
LPL Financial LLC11,329$779.0K0.00%+2,421+27.2%Added
Glenmede Trust Co NA11,440$787.0K0.00%+2,825+32.8%Added
Two Sigma Investments, LP11,503$791.0K0.00%+11,503New
Oppenheimer Asset Management Inc.11,802$812.0K0.01%−241−2.0%Reduced
Ardsley Advisory Partners LP12,000$826.0K0.14%+12,000New
Handelsbanken Fonder AB12,288$845.0K0.00%+500+4.2%Added
Centiva Capital, LP12,322$848.0K0.07%−3,636−22.8%Reduced
Acadian Asset Management LLC13,296$915.0K0.00%+13,245+25,970.6%Added
New Mexico Educational Retirement Board13,500$929.0K0.03%+2,100+18.4%Added
Edgestream Partners, L.P.13,523$930.0K0.05%+13,523New
Ergoteles LLC13,645$939.0K0.02%+13,645New
Reilly Financial Advisors, LLC13,663$940.0K0.08%00.0%Unchanged
Engineers Gate Manager LP14,343$987.0K0.06%+3,183+28.5%Added
Jane Street Group, LLC15,040$1.03M0.00%−21,634−59.0%Reduced
State of Michigan Retirement System16,387$1.13M0.01%−7,700−32.0%Reduced
Louisiana State Employees Retirement System16,800$1.16M0.03%−100−0.6%Reduced
Quadrature Capital Ltd17,079$1.18M0.04%+13,200+340.3%Added
Arizona State Retirement System17,670$1.22M0.01%−1,299−6.8%Reduced
CSM Advisors, LLC18,260$1.26M0.08%−2,650−12.7%Reduced
Natixis Advisors, L.P.18,323$1.26M0.01%−977−5.1%Reduced
Cna Financial Corp18,490$1.27M0.36%+1,040+6.0%Added
AlphaCrest Capital Management LLC18,536$1.27M0.05%+10,752+138.1%Added
Brinker Capital Investments, LLC20,787$1.43M0.02%+1,859+9.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys21,629$1.49M0.02%−57−0.3%Reduced
Alpha DNA Investment Management LLC21,650$1.49M1.02%+12,340+132.5%Added
Oregon Public Employees Retirement Fund22,176$1.53M0.02%+547+2.5%Added
Duality Advisers, LP22,447$1.54M0.14%+14,196+172.1%Added
US Bancorp22,583$1.55M0.00%+4,198+22.8%Added
DuPont Capital Management Corp23,915$1.65M0.04%+5,676+31.1%Added
Verition Fund Management LLC23,979$1.65M0.02%+23,979New
Dana Investment Advisors, Inc.24,321$1.67M0.07%+2,343+10.7%Added
Citigroup Inc24,517$1.69M0.00%+5,797+31.0%Added
BNP Paribas Arbitrage, SA24,646$1.70M0.00%+4,583+22.8%Added
Great West Life Assurance Co25,079$1.73M0.00%−37−0.1%Reduced
State Board of Administration of Florida Retirement System26,197$1.80M0.00%+175+0.7%Added
Envestnet Asset Management Inc26,937$1.85M0.00%+803+3.1%Added
First Republic Investment Management, Inc.27,058$1.86M0.00%+561+2.1%Added
HRT Financial LP27,343$1.88M0.02%+14,550+113.7%Added
Bank of Montreal28,127$1.93M0.00%+22,170+372.2%Added
Metropolitan Life Insurance Co28,328$1.95M0.03%−274−1.0%Reduced
Autonomy Capital (Jersey) L.P.30,307$2.08M1.84%+30,307New
First Trust Advisors LP30,330$2.09M0.00%−25,022−45.2%Reduced
Cooper Creek Partners Management LLC30,431$2.09M0.56%00.0%Unchanged
ProShare Advisors LLC32,378$2.23M0.01%+923+2.9%Added
Comerica Bank35,526$2.23M0.01%−620−1.7%Reduced
SG Americas Securities, LLC32,934$2.27M0.01%−16,997−34.0%Reduced
Susquehanna International Group, LLP35,494$2.44M0.00%+29,824+526.0%Added
SEI Investments Co35,545$2.44M0.01%−15,844−30.8%Reduced
Ameritas Investment Partners, Inc.37,021$2.55M0.09%−597−1.6%Reduced
Healthcare of Ontario Pension Plan Trust Fund37,100$2.55M0.01%+37,100New
Voloridge Investment Management, LLC38,306$2.63M0.02%+38,306New
Victory Capital Management Inc38,658$2.66M0.00%+365+1.0%Added
AQR Capital Management LLC39,857$2.72M0.00%−3,934−9.0%Reduced
Tudor Investment Corp Et Al39,660$2.73M0.06%−2,698−6.4%Reduced
Zweig-DiMenna Associates LLC40,000$2.75M0.17%+40,000New
State of New Jersey Common Pension Fund D41,151$2.83M0.01%−2,448−5.6%Reduced
Los Angeles Capital Management LLC43,630$3.00M0.01%−2,400−5.2%Reduced
Russell Investments Group, Ltd.44,624$3.07M0.01%−27,701−38.3%Reduced
Royal Bank of Canada47,610$3.28M0.00%−42,868−47.4%Reduced
Texas Permanent School Fund48,385$3.33M0.04%−178−0.4%Reduced
Employees Retirement System of Texas49,247$3.39M0.04%00.0%Unchanged
Amalgamated Bank50,906$3.50M0.03%+41,152+421.9%Added
Ensign Peak Advisors, Inc52,823$3.63M0.01%+6,300+13.5%Added
Squarepoint Ops LLC53,251$3.66M0.03%+43,631+453.5%Added
Credit Suisse AG55,083$3.79M0.00%−12,434−18.4%Reduced
MetLife Investment Management56,288$3.87M0.03%−1,134−2.0%Reduced
Mutual of America Capital Management LLC58,043$3.99M0.04%−337−0.6%Reduced
1492 Capital Management LLC59,766$4.11M2.13%+30,423+103.7%Added
Holocene Advisors, LP62,666$4.31M0.03%+25,839+70.2%Added
Federated Hermes, Inc.62,844$4.32M0.01%−7,159−10.2%Reduced
Barclays PLC64,397$4.43M0.00%−8,140−11.2%Reduced
Voya Investment Management LLC66,402$4.57M0.01%−2,252−3.3%Reduced
Hillsdale Investment Management Inc.66,700$4.59M0.37%−500−0.7%Reduced
Man Group plc68,070$4.68M0.02%−24,793−26.7%Reduced
State of Tennessee, Treasury Department70,000$4.82M0.02%+70,000New
Bridge City Capital, LLC70,809$4.87M1.66%+9,734+15.9%Added
ExodusPoint Capital Management, LP73,253$5.04M0.08%+35,851+95.9%Added
Prudential PLC77,550$5.33M0.05%−313,050−80.1%Reduced
Stifel Financial Corp80,536$5.54M0.01%+4,533+6.0%Added
UBS Asset Management Americas Inc82,213$5.66M0.00%+891+1.1%Added
Cubist Systematic Strategies, LLC83,680$5.76M0.06%−12,785−13.3%Reduced
Force Hill Capital Management LP83,900$5.77M1.16%+83,900New
Moody Aldrich Partners LLC85,823$5.91M0.83%+23,505+37.7%Added
Legal & General Group Plc85,910$5.91M0.00%−13,807−13.8%Reduced
California State Teachers Retirement System89,155$6.13M0.01%−8,337−8.6%Reduced
New York State Teachers Retirement System91,321$6.28M0.01%−100−0.1%Reduced
ClariVest Asset Management LLC92,304$6.35M0.21%+17,202+22.9%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.92,640$6.37M0.02%+92,640New
Balyasny Asset Management LLC97,915$6.74M0.04%+97,915New