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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.

Q2 2024 vs. Q1 2024

How the institutions holding Semtech Corp changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of SMTC: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders2361256+21
Shares80.4M90.6K81.5M+1.17M (+1.5%)
Value$2.21B$2.49M$2.44B+$226.7M (+10.3%)

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (65)

Institutions that held Semtech Corp at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to SMTC in Q2 2024
InstitutionSharesValue% of portfolio
Driehaus Capital Management LLC1,452,316$43.4M0.42%
Fred Alger Management, LLC478,826$14.3M0.07%
Assenagon Asset Management S.A.443,061$13.2M0.03%
Jacobs Levy Equity Management, Inc382,770$11.4M0.05%
AQR Capital Management LLC167,149$4.94M0.01%
ExodusPoint Capital Management, LP153,298$4.58M0.05%
First Trust Advisors LP120,841$3.61M0.00%
Aquatic Capital Management LLC111,200$3.32M0.12%
Graham Capital Management, L.P.102,811$3.07M0.11%
Federated Hermes, Inc.97,795$2.92M0.01%
Mirae Asset Global ETFs Holdings Ltd.69,769$2.08M0.00%
Dynamic Technology Lab Private Ltd68,331$2.04M0.23%
Lisanti Capital Growth, LLC64,955$1.94M0.47%
Centiva Capital, LP64,703$1.93M0.09%
Gotham Asset Management, LLC62,120$1.86M0.02%
Omers Administration Corp54,100$1.62M0.02%
Edgestream Partners, L.P.53,881$1.61M0.08%
Sherbrooke Park Advisers LLC51,199$1.53M0.27%
State of New Jersey Common Pension Fund D45,820$1.37M0.01%
Two Sigma Securities, LLC41,167$1.23M0.06%
Corebridge Financial, Inc.37,576$1.12M0.01%
XTX Topco Ltd37,153$1.11M0.10%
Prescott Group Capital Management, L.L.C.30,000$896.0K0.14%
Campbell & CO Investment Adviser LLC27,081$809.2K0.07%
Neo Ivy Capital Management26,992$807.0K0.16%
Versor Investments LP25,200$753.0K0.14%
Friedenthal Financial25,026$747.8K0.47%
Semanteon Capital Management, LP24,724$738.8K0.52%
Teza Capital Management LLC22,981$686.7K0.08%
Quantitative Investment Management, LLC20,004$597.0K0.07%
Sciencast Management LP17,959$536.6K0.19%
Natixis Advisors, L.P.17,787$531.0K0.00%
Glaxis Capital Management, LLC15,000$448.2K0.78%
Mackenzie Financial Corp14,609$436.5K0.00%
Hanseatic Management Services Inc13,959$417.1K0.63%
Intech Investment Management LLC13,371$399.5K0.00%
Paloma Partners Management Co12,697$379.4K0.03%
Oppenheimer Asset Management Inc.11,633$347.6K0.00%
Truist Financial Corp11,368$339.7K0.00%
Avantax Advisory Services, Inc.8,260$246.8K0.00%
Blueshift Asset Management, LLC8,255$246.7K0.08%
Natixis7,597$227.0K0.00%
Prelude Capital Management, LLC7,207$215.3K0.02%
Advisory Services Network, LLC7,092$211.9K0.00%
EntryPoint Capital, LLC5,427$162.2K0.08%
Headlands Technologies LLC5,130$153.3K0.02%
Lazard Asset Management LLC3,485$104.0K0.00%
Asset Management One Co.,Ltd.3,081$92.1K0.00%
Migdal Insurance & Financial Holdings Ltd.2,967$85.0K0.00%
Quarry LP2,098$62.7K0.03%
Canada Pension Plan Investment Board2,000$59.8K0.00%
Ridgewood Investments LLC1,487$44.4K0.02%
Ronald Blue Trust, Inc.490$13.5K0.00%
Point72 (DIFC) Ltd213$6.38K0.00%
Farther Finance Advisors, LLC115$3.62K0.00%
Innealta Capital, LLC80$2.39K0.00%
Benjamin F. Edwards & Company, Inc.77$2.00K0.00%
Stephens Consulting, LLC52$1.55K0.00%
NVWM, LLC50$1.49K0.00%
CIBC Private Wealth Group, LLC43$1.45K0.00%
International Assets Investment Management, LLC37$1.11K0.00%
Sawyer & Company, Inc20$1.00K0.00%
TD Waterhouse Canada Inc.25$7880.00%
SRS Capital Advisors, Inc.18$5380.00%
Larson Financial Group LLC5$1490.00%

Sold out (44)

Institutions that held Semtech Corp at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of SMTC in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Point72 Asset Management, L.P.1,511,365$41.5M
Contour Asset Management LLC1,464,991$40.3M
Wellington Management Group LLP552,376$15.2M
Loomis Sayles & Co L P487,053$13.4M
Nomura Holdings Inc333,099$9.16M
Susquehanna International Group, LLP320,672$8.82M
Jefferies Financial Group Inc.220,896$6.07M
Kettle Hill Capital Management, LLC177,537$4.88M
Castleark Management LLC134,730$3.70M
Atom Investors LP126,786$3.49M
Holocene Advisors, LP121,548$3.34M
Intrinsic Edge Capital Management LLC100,000$2.75M
Bank of Montreal71,480$1.97M
Mirae Asset Global Investments Co., Ltd.58,381$1.82M
Nishkama Capital, LLC65,910$1.81M
King Luther Capital Management Corp65,000$1.79M
Texas Permanent School Fund56,053$1.54M
Portman Square Capital LLP54,913$1.51M
Seven Eight Capital, LP51,573$1.42M
HAP Trading, LLC48,971$1.35M
Quantbot Technologies LP46,120$1.27M
Y-Intercept (Hong Kong) Ltd40,666$1.12M
Manatuck Hill Partners, LLC40,000$1.10M
Parallax Volatility Advisers, L.P.36,637$1.01M
American International Group, Inc.34,512$948.7K
MML Investors Services, LLC28,965$796.0K
Wolverine Trading, LLC26,650$732.6K
Formula Growth Ltd25,000$687.3K
Bayesian Capital Management, LP20,899$574.5K
Fox Run Management, L.L.C.16,321$448.7K
Capstone Investment Advisors, LLC14,249$391.7K
J. Goldman & Co LP12,047$331.2K
Caption Management, LLC11,655$320.4K
Mount Yale Investment Advisors, LLC11,298$310.6K
Wrapmanager Inc8,120$223.2K
Whittier Trust Co8,045$221.1K
Metropolitan Life Insurance Co3,391$93.2K
Elequin Capital LP690$19.0K
Orion Capital Management LLC500$13.7K
Tradewinds Capital Management, LLC400$11.0K
Bullock Wealth Management Group100$2.94K
Future Financial Wealth Managment LLC100$2.75K
Lion Point Capital, LP14$385
Nelson, Van Denburg & Campbell Wealth Management Group, LLC13$357

Not filed for Q2 2024 yet (1)

Institutions that held Semtech Corp at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMTC in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG90,557$2.49M