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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.

Q1 2024 vs. Q4 2023

How the institutions holding Semtech Corp changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of SMTC: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders2263236+13
Shares83.1M79.5K80.4M−2.58M (−3.1%)
Value$1.82B$1.74M$2.21B+$392.8M (+21.6%)

3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (45)

Institutions that held Semtech Corp at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to SMTC in Q1 2024
InstitutionSharesValue% of portfolio
Granahan Investment Management Inc383,209$10.5M0.37%
SG Capital Management LLC257,690$7.08M2.32%
Jefferies Financial Group Inc.220,896$6.07M0.12%
Portolan Capital Management, LLC165,917$4.56M0.35%
Cinctive Capital Management LP108,031$2.97M0.15%
Trexquant Investment LP100,527$2.76M0.06%
Intrinsic Edge Capital Management LLC100,000$2.75M0.23%
Zweig-DiMenna Associates LLC75,000$2.06M0.18%
Bank of Montreal71,480$1.97M0.00%
Baird Financial Group, Inc.57,519$1.58M0.00%
HAP Trading, LLC48,971$1.35M0.42%
IMC-Chicago, LLC45,666$1.26M0.04%
Janney Montgomery Scott LLC43,250$1.19M0.00%
Y-Intercept (Hong Kong) Ltd40,666$1.12M0.08%
Manatuck Hill Partners, LLC40,000$1.10M0.48%
Parallax Volatility Advisers, L.P.36,637$1.01M0.03%
D. E. Shaw & Co., Inc.34,300$942.9K0.00%
MML Investors Services, LLC28,965$796.0K0.00%
Wolverine Trading, LLC26,650$732.6K0.01%
Group One Trading, L.P.25,690$706.2K0.03%
Susquehanna Fundamental Investments, LLC22,189$610.0K0.03%
Fox Run Management, L.L.C.16,321$448.7K0.10%
Calamos Advisors LLC15,949$438.4K0.00%
Harbor Capital Advisors, Inc.14,673$403.0K0.05%
J. Goldman & Co LP12,047$331.2K0.01%
Caption Management, LLC11,655$320.4K0.04%
Mount Yale Investment Advisors, LLC11,298$310.6K0.02%
Brevan Howard Capital Management LP11,163$306.9K0.03%
Moody National Bank Trust Division8,824$242.6K0.02%
Dark Forest Capital Management LP8,585$236.0K0.04%
Wrapmanager Inc8,120$223.2K0.06%
Pictet Asset Management Holding SA7,337$201.7K0.00%
Point72 Asia (Singapore) Pte. Ltd.4,185$115.0K0.03%
West Tower Group, LLC1,000$27.5K0.08%
Quest Partners LLC921$25.3K0.00%
Signaturefd, LLC852$23.4K0.00%
Elequin Capital LP690$19.0K0.00%
Orion Capital Management LLC500$13.7K0.01%
Tradewinds Capital Management, LLC400$11.0K0.00%
Catalyst Funds Management Pty Ltd400$11.0K0.00%
Bullock Wealth Management Group100$2.94K0.00%
Future Financial Wealth Managment LLC100$2.75K0.00%
Umb Bank N A30$8250.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC13$3570.00%
Rothschild Investment LLC5$1370.00%

Sold out (32)

Institutions that held Semtech Corp at the end of Q4 2023 and filed for Q1 2024 without it.

Not filed for Q1 2024 yet (3)

Institutions that held Semtech Corp at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMTC in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Potomac Capital Management, Inc.58,200$1.28M
NinePointTwo Capital21,144$463.0K
Strategic Investment Solutions, Inc.200$4.38K