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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 14 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.

Q3 2023 vs. Q2 2023

How the institutions holding Semtech Corp changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of SMTC: Q2 2023 compared with Q3 2023
MeasureQ2 2023Q3 2023Change
Holders227217−10
Shares69.9M72.3M+2.33M (+3.3%)
Value$1.78B$1.86B+$80.6M (+4.5%)

New holders (23)

Institutions that held Semtech Corp at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to SMTC in Q3 2023
InstitutionSharesValue% of portfolio
Contour Asset Management LLC1,426,979$36.7M1.75%
Nishkama Capital, LLC828,325$21.3M7.13%
SG Capital Management LLC494,996$12.7M5.44%
Neuberger Berman Group LLC474,981$12.2M0.01%
Penn Capital Management Co Inc413,262$10.7M1.09%
Collaborative Holdings Management LP285,000$7.34M25.39%
CIBC World Markets Corp280,000$7.21M0.07%
EVR Research LP160,000$4.12M1.09%
Ardsley Advisory Partners LP92,600$2.38M0.65%
Crestline Management, LP76,000$1.96M0.23%
Hodges Capital Management Inc.72,515$1.87M0.22%
Comerica Bank71,097$1.83M0.01%
Lisanti Capital Growth, LLC70,210$1.81M0.29%
First Dallas Securities Inc.70,000$1.80M0.41%
Atom Investors LP61,707$1.59M0.36%
Squarepoint Ops LLC10,836$279.0K0.00%
Aquatic Capital Management LLC9,000$232.0K0.01%
SeaCrest Wealth Management, LLC8,280$213.2K0.03%
Whittier Trust Co8,045$207.2K0.00%
State of Wyoming3,502$90.2K0.02%
Qube Research & Technologies Ltd537$13.8K0.00%
Park Place Capital Corp255$6.57K0.00%
Steward Financial Group LLC26$00.00%

Sold out (33)

Institutions that held Semtech Corp at the end of Q2 2023 and filed for Q3 2023 without it.