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, Q4 2024
Institutional positions in Semtech Corp as of Dec 31, 2024. 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
- 355
- +84 vs. Q3 2024
- Shares held
- 95.9M
- +11.3M (+13.4%) vs. Q3 2024
- Total value
- $5.93B
- +$2.07B (+53.6%) vs. Q3 2024
- New holders
- 117
- 140 more added
- Sold out
- 33
- 72 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 577 | $15.0B |
| Q1 2026 | 438 | $7.66B |
| Q4 2025 | 402 | $7.54B |
| Q3 2025 | 350 | $7.44B |
| Q2 2025 | 316 | $4.68B |
| Q1 2025 | 315 | $3.36B |
| Q4 2024 | 355 | $5.93B |
| Q3 2024 | 274 | $3.86B |
| Q2 2024 | 256 | $2.44B |
| Q1 2024 | 236 | $2.21B |
| Q4 2023 | 226 | $1.82B |
| Q3 2023 | 217 | $1.86B |
| Q2 2023 | 227 | $1.78B |
| Q1 2023 | 248 | $1.69B |
| Q4 2022 | 261 | $1.99B |
| Q3 2022 | 277 | $1.83B |
| Q2 2022 | 308 | $3.42B |
| Q1 2022 | 319 | $4.31B |
| Q4 2021 | 309 | $5.49B |
| Q3 2021 | 281 | $4.85B |
| Q2 2021 | 273 | $4.27B |
| Q1 2021 | 261 | $4.33B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,961,506 | $801.7M | 0.02% | +1,748,975+15.6% | Added |
| Vanguard Group Inc | 11,542,545 | $713.9M | 0.01% | +1,326,226+13.0% | Added |
| Ameriprise Financial Inc | 5,568,219 | $344.4M | 0.09% | −399,875−6.7% | Reduced |
| State Street Corp | 3,810,916 | $235.7M | 0.01% | +147,564+4.0% | Added |
| Hood River Capital Management LLC | 3,450,042 | $213.4M | 3.15% | +59,743+1.8% | Added |
| Alliancebernstein L.P. | 3,308,945 | $204.7M | 0.07% | −1,130,995−25.5% | Reduced |
| Whale Rock Capital Management LLC | 3,266,202 | $202.0M | 2.39% | +2,562,602+364.2% | Added |
| Disciplined Growth Investors Inc | 2,692,955 | $166.6M | 3.17% | +82,971+3.2% | Added |
| Macquarie Group Ltd | 2,673,769 | $165.4M | 0.20% | +171,833+6.9% | Added |
| FMR LLC | 2,579,349 | $159.5M | 0.01% | +1,153,474+80.9% | Added |
| Wellington Management Group LLP | 2,143,081 | $132.5M | 0.02% | +1,911,890+827.0% | Added |
| Capital Research Global Investors | 2,133,109 | $131.9M | 0.03% | −1,739,913−44.9% | Reduced |
| Driehaus Capital Management LLC | 2,032,316 | $125.7M | 1.04% | −152,657−7.0% | Reduced |
| Geode Capital Management, LLC | 1,815,515 | $112.3M | 0.01% | +197,732+12.2% | Added |
| Fred Alger Management, LLC | 1,491,844 | $92.3M | 0.44% | +821,671+122.6% | Added |
| Neuberger Berman Group LLC | 1,282,973 | $79.3M | 0.06% | −71,693−5.3% | Reduced |
| Millennium Management LLC | 1,222,924 | $75.6M | 0.07% | −216,150−15.0% | Reduced |
| Morgan Stanley | 1,108,472 | $68.6M | 0.00% | +54,794+5.2% | Added |
| Charles Schwab Investment Management Inc | 1,061,871 | $65.7M | 0.01% | +3,991+0.4% | Added |
| Invesco Ltd. | 1,034,616 | $64.0M | 0.01% | −123,184−10.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,024,768 | $63.4M | 0.24% | +79,015+8.4% | Added |
| Fisher Asset Management, LLC | 939,487 | $58.1M | 0.02% | −105,404−10.1% | Reduced |
| Northern Trust Corp | 865,472 | $53.5M | 0.01% | +180,098+26.3% | Added |
| Alyeska Investment Group, L.P. | 829,668 | $51.3M | 0.19% | +829,668 | New |
| Goldman Sachs Group Inc | 817,820 | $50.6M | 0.01% | −108,814−11.7% | Reduced |
| Kodai Capital Management LP | 795,830 | $49.2M | 2.02% | −303,767−27.6% | Reduced |
| Victory Capital Management Inc | 763,247 | $47.2M | 0.05% | −60,951−7.4% | Reduced |
| Palisade Capital Management LLC | 742,117 | $45.9M | 1.23% | +10,131+1.4% | Added |
| Portolan Capital Management, LLC | 667,211 | $41.3M | 2.78% | +573,175+609.5% | Added |
| Bank of New York Mellon Corp | 614,962 | $38.0M | 0.01% | +143,010+30.3% | Added |
| Two Sigma Investments, LP | 610,042 | $37.7M | 0.09% | +12,924+2.2% | Added |
| JPMorgan Chase & Co | 607,215 | $37.6M | 0.00% | −145,087−19.3% | Reduced |
| Capital World Investors | 600,000 | $37.1M | 0.01% | +600,000 | New |
| Nuveen Asset Management, LLC | 569,339 | $35.2M | 0.01% | +206,693+57.0% | Added |
| Citadel Advisors LLC | 555,583 | $34.4M | 0.03% | +182,186+48.8% | Added |
| Balyasny Asset Management LLC | 509,787 | $31.5M | 0.07% | −302,521−37.2% | Reduced |
| Price T Rowe Associates Inc | 478,145 | $29.6M | 0.00% | +383,528+405.3% | Added |
| Granahan Investment Management Inc | 458,075 | $28.3M | 1.18% | +255,583+126.2% | Added |
| Deutsche Bank AG | 451,436 | $27.9M | 0.01% | +4,218+0.9% | Added |
| Point72 Asset Management, L.P. | 445,017 | $27.5M | 0.08% | +445,017 | New |
| Bank of America Corp | 442,348 | $27.4M | 0.00% | −135,852−23.5% | Reduced |
| Schroder Investment Management Group | 441,715 | $27.3M | 0.03% | +441,715 | New |
| Principal Financial Group Inc | 410,613 | $25.4M | 0.01% | +56,108+15.8% | Added |
| Renaissance Technologies LLC | 405,516 | $25.1M | 0.04% | −50,100−11.0% | Reduced |
| UBS Asset Management Americas Inc | 389,185 | $24.1M | 0.01% | −25,616−6.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 382,557 | $23.7M | 0.08% | +22,551+6.3% | Added |
| Squarepoint Ops LLC | 375,912 | $23.3M | 0.06% | +29,139+8.4% | Added |
| New York State Common Retirement Fund | 364,831 | $22.6M | 0.03% | −77,073−17.4% | Reduced |
| Crestline Management, LP | 358,363 | $22.2M | 0.77% | +139,370+63.6% | Added |
| Cooper Creek Partners Management LLC | 344,473 | $21.3M | 0.66% | 00.0% | Unchanged |
| UBS Group AG | 325,925 | $20.2M | 0.00% | +249,529+326.6% | Added |
| Burkehill Global Management, LP | 300,000 | $18.6M | 1.76% | +300,000 | New |
| Voloridge Investment Management, LLC | 266,066 | $16.5M | 0.06% | −513,290−65.9% | Reduced |
| WCM Investment Management, LLC | 246,022 | $15.2M | 0.04% | +246,022 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 244,647 | $15.1M | 0.03% | +244,647 | New |
| Freestone Grove Partners LP | 237,017 | $14.7M | 0.18% | +237,017 | New |
| Legal & General Group Plc | 230,949 | $14.3M | 0.00% | +32,422+16.3% | Added |
| Ghisallo Capital Management LLC | 230,000 | $14.2M | 0.83% | +230,000 | New |
| Public Sector Pension Investment Board | 210,125 | $13.0M | 0.05% | +50,965+32.0% | Added |
| Heartland Advisors Inc | 209,392 | $13.0M | 0.70% | +48,599+30.2% | Added |
| Rhumbline Advisers | 205,363 | $12.7M | 0.01% | +11,878+6.1% | Added |
| Russell Investments Group, Ltd. | 204,696 | $12.7M | 0.02% | +18,664+10.0% | Added |
| BNP Paribas Arbitrage, SA | 204,159 | $12.6M | 0.01% | +168,426+471.3% | Added |
| G2 Investment Partners Management LLC | 199,577 | $12.3M | 3.19% | +73,392+58.2% | Added |
| Zweig-DiMenna Associates LLC | 194,626 | $12.0M | 1.02% | 00.0% | Unchanged |
| SEI Investments Co | 194,544 | $12.0M | 0.02% | +36,558+23.1% | Added |
| Penn Capital Management Co Inc | 184,478 | $11.4M | 1.12% | −166,285−47.4% | Reduced |
| Two Sigma Advisers, LP | 181,590 | $11.2M | 0.03% | −262,800−59.1% | Reduced |
| State of Wisconsin Investment Board | 168,768 | $10.4M | 0.03% | +11,003+7.0% | Added |
| First Trust Advisors LP | 166,966 | $10.3M | 0.01% | −129,771−43.7% | Reduced |
| Swiss National Bank | 166,000 | $10.3M | 0.01% | +39,700+31.4% | Added |
| Verition Fund Management LLC | 145,675 | $9.01M | 0.05% | +20,875+16.7% | Added |
| Barclays PLC | 145,623 | $9.01M | 0.00% | −2,609−1.8% | Reduced |
| Walleye Capital LLC | 140,986 | $8.72M | 0.08% | +127,311+931.0% | Added |
| Jain Global LLC | 136,694 | $8.45M | 0.25% | +136,694 | New |
| Prudential Financial Inc | 128,878 | $7.97M | 0.01% | +51,825+67.3% | Added |
| Federated Hermes, Inc. | 125,848 | $7.78M | 0.02% | +27,916+28.5% | Added |
| Castleark Management LLC | 122,150 | $7.55M | 0.26% | +122,150 | New |
| Citigroup Inc | 118,154 | $7.31M | 0.01% | +20,753+21.3% | Added |
| Polar Asset Management Partners Inc. | 114,400 | $7.08M | 0.10% | −3,800−3.2% | Reduced |
| Natixis | 113,943 | $7.05M | 0.05% | +106,900+1,517.8% | Added |
| Point72 Hong Kong Ltd | 109,363 | $6.76M | 0.42% | +109,363 | New |
| Jane Street Group, LLC | 108,767 | $6.73M | 0.01% | +60,665+126.1% | Added |
| Allianz Asset Management GmbH | 108,338 | $6.70M | 0.01% | +18,689+20.8% | Added |
| Lisanti Capital Growth, LLC | 106,630 | $6.60M | 1.59% | +2,565+2.5% | Added |
| Great West Life Assurance Co | 102,917 | $6.36M | 0.01% | +15,492+17.7% | Added |
| Qube Research & Technologies Ltd | 101,416 | $6.27M | 0.01% | −135,012−57.1% | Reduced |
| Pamalican Asset Management Ltd | 101,399 | $6.27M | 2.77% | +101,399 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 100,000 | $6.18M | 0.11% | +100,000 | New |
| EAM Investors, LLC | 96,104 | $5.94M | 0.84% | −2,212−2.2% | Reduced |
| Harbor Capital Advisors, Inc. | 92,395 | $5.71M | 0.25% | +49,835+117.1% | Added |
| Envestnet Asset Management Inc | 86,282 | $5.34M | 0.00% | +33,980+65.0% | Added |
| Shellback Capital, LP | 84,719 | $5.24M | 0.36% | +84,719 | New |
| Panoramic Capital, LLC | 84,581 | $5.23M | 4.16% | +84,581 | New |
| New York State Teachers Retirement System | 82,202 | $5.08M | 0.01% | +2,981+3.8% | Added |
| Ovata Capital Management Ltd | 80,000 | $4.95M | 1.89% | +80,000 | New |
| Man Group plc | 78,873 | $4.88M | 0.01% | +78,873 | New |
| California State Teachers Retirement System | 78,028 | $4.83M | 0.01% | +16,860+27.6% | Added |
| Jefferies Financial Group Inc. | 77,659 | $4.80M | 0.05% | +29,723+62.0% | Added |
| Calamos Advisors LLC | 75,672 | $4.68M | 0.02% | +18,243+31.8% | Added |