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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 13 sales; 578 institutions reported holding it in 13F filings for Q2 2026, worth $15.0B in total; Maverick Capital is the only superinvestor holding it.

Q1 2023 vs. Q4 2022

How the institutions holding Semtech Corp changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of SMTC: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders2611248−12
Shares69.3M37.6K70.1M+812.6K (+1.2%)
Value$1.99B$1.20M$1.69B−$292.8M (−14.7%)

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Semtech Corp at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to SMTC in Q1 2023
InstitutionSharesValue% of portfolio
Lion Point Capital, LP2,452,855$59.2M32.66%
Marshall Wace, LLP220,343$5.32M0.01%
Canada Pension Plan Investment Board156,258$3.77M0.01%
Portman Square Capital LLP128,713$3.11M0.78%
Murchinson Ltd.120,945$2.88M0.55%
Clearline Capital LP97,318$2.35M0.35%
Granite Investment Partners, LLC95,519$2.31M0.10%
Point72 Asset Management, L.P.84,400$2.04M0.01%
Boothbay Fund Management, LLC67,267$1.62M0.05%
P Schoenfeld Asset Management LP65,940$1.59M0.17%
Hussman Strategic Advisors, Inc.62,000$1.50M0.23%
Jefferies Financial Group Inc.55,100$1.33M0.03%
Ossiam27,807$671.3K0.01%
Wellington Management Group LLP25,625$618.6K0.00%
Nomura Holdings Inc21,152$510.6K0.00%
Ardsley Advisory Partners LP21,000$506.9K0.11%
Royce & Associates LP20,175$487.0K0.00%
Grantham, Mayo, Van Otterloo & Co. LLC13,600$328.3K0.00%
Axq Capital, LP12,800$309.0K0.12%
Wolverine Trading, LLC10,081$255.0K0.01%
Landscape Capital Management, L.L.C.8,644$208.7K0.03%
Migdal Insurance & Financial Holdings Ltd.6,754$171.0K0.00%
Robeco Institutional Asset Management B.V.5,092$122.9K0.00%
Simplex Trading, LLC2,591$62.0K0.00%
Quarry LP2,025$48.9K0.03%
Ameritas Advisory Services, LLC732$15.3K0.00%
Register Financial Advisors LLC500$12.1K0.01%
Psagot Value Holdings Ltd. / (Israel)363$9.00K0.00%
Parkside Financial Bank & Trust228$5.50K0.00%
Strategic Investment Solutions, Inc.200$4.83K0.00%
Venturi Wealth Management, LLC66$1.59K0.00%
International Assets Investment Management, LLC20$4830.00%
Cerity Partners LLC761––

Sold out (45)

Institutions that held Semtech Corp at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of SMTC in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Rubric Capital Management LP309,347$8.88M
Clearbridge Investments, LLC210,082$6.03M
Summit Creek Advisors LLC162,346$4.66M
Duality Advisers, LP73,930$2.12M
Jupiter Asset Management Ltd53,974$1.55M
Cornercap Investment Counsel Inc36,297$1.04M
Squarepoint Ops LLC30,429$873.0K
Kula Investments, LLC27,628$792.6K
FORA Capital, LLC24,129$692.3K
Bayesian Capital Management, LP22,651$649.9K
Aquatic Capital Management LLC22,200$637.0K
Acadian Asset Management LLC22,165$634.0K
Diversified Trust Co16,801$482.0K
Cipher Capital LP16,701$479.2K
Mackenzie Financial Corp15,287$438.6K
Valeo Financial Advisors, LLC14,305$410.4K
Capital Fund Management S.A.12,979$372.4K
LPL Financial LLC12,969$372.1K
DuPont Capital Management Corp12,528$359.4K
ETF Managers Group, LLC11,945$342.7K
Quantamental Technologies LLC11,573$332.0K
Gsa Capital Partners LLP10,425$299.0K
South Dakota Investment Council9,800$281.0K
Prelude Capital Management, LLC9,388$269.3K
Caxton Associates LP9,183$263.5K
Teacher Retirement System of Texas8,974$257.0K
New York Life Investment Management LLC8,178$234.6K
CSS LLC8,159$234.1K
Petrus Trust Company, LTA7,599$218.0K
CIBC Asset Management Inc7,376$211.6K
Pictet Asset Management SA7,337$210.0K
Profund Advisors LLC7,046$202.2K
Centaurus Financial, Inc.3,768$108.0K
PEAK6 Investments LLC2,112$60.6K
Elequin Capital LP1,312$37.6K
Zions Bancorporation, N.A.236$6.77K
Hantz Financial Services, Inc.145$4.00K
Ruedi Wealth Management, Inc.138$3.96K
GWM Advisors LLC143$3.70K
Sageworth Trust Co85$2.00K
IFP Advisors, Inc24$2.00K
Sageworth Trust Co of South Dakota73$2.00K
Global Retirement Partners, LLC45$1.29K
Capital Advisors, Ltd. LLC31$1.00K
Rockefeller Capital Management L.P.9$0

Not filed for Q1 2023 yet (1)

Institutions that held Semtech Corp at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMTC in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Comerica Bank37,644$1.20M