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, Q1 2025
Institutional positions in Semtech Corp as of Mar 31, 2025. 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
- 315
- −37 vs. Q4 2024
- Shares held
- 97.6M
- +2.29M (+2.4%) vs. Q4 2024
- Total value
- $3.36B
- −$2.54B (−43.0%) vs. Q4 2024
- New holders
- 58
- 133 more added
- Sold out
- 95
- 101 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,046,339 | $448.8M | 0.01% | +84,833+0.7% | Added |
| Vanguard Group Inc | 11,702,315 | $402.6M | 0.01% | +159,770+1.4% | Added |
| Ameriprise Financial Inc | 6,445,641 | $221.7M | 0.06% | +877,422+15.8% | Added |
| State Street Corp | 3,976,319 | $136.8M | 0.01% | +165,403+4.3% | Added |
| Whale Rock Capital Management LLC | 3,954,112 | $136.0M | 2.36% | +687,910+21.1% | Added |
| Alliancebernstein L.P. | 3,023,394 | $104.0M | 0.04% | −285,551−8.6% | Reduced |
| Macquarie Group Ltd | 2,988,602 | $102.8M | 0.13% | +314,833+11.8% | Added |
| Disciplined Growth Investors Inc | 2,778,615 | $95.6M | 1.98% | +85,660+3.2% | Added |
| Capital Research Global Investors | 2,599,016 | $89.4M | 0.02% | +465,907+21.8% | Added |
| Wellington Management Group LLP | 2,313,213 | $79.6M | 0.02% | +170,132+7.9% | Added |
| Geode Capital Management, LLC | 1,945,584 | $67.1M | 0.01% | +130,069+7.2% | Added |
| Morgan Stanley | 1,842,221 | $63.4M | 0.00% | +733,749+66.2% | Added |
| Invesco Ltd. | 1,800,174 | $61.9M | 0.01% | +765,558+74.0% | Added |
| Hood River Capital Management LLC | 1,650,102 | $56.8M | 0.97% | −1,799,940−52.2% | Reduced |
| Two Sigma Investments, LP | 1,472,763 | $50.7M | 0.11% | +862,721+141.4% | Added |
| Westfield Capital Management Co LP | 1,322,351 | $45.5M | 0.22% | +1,322,351 | New |
| Neuberger Berman Group LLC | 1,293,264 | $44.7M | 0.04% | +10,291+0.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,278,946 | $44.0M | 0.17% | +254,178+24.8% | Added |
| Deutsche Bank AG | 1,210,078 | $41.6M | 0.02% | +758,642+168.1% | Added |
| Squarepoint Ops LLC | 1,131,275 | $38.9M | 0.10% | +755,363+200.9% | Added |
| Charles Schwab Investment Management Inc | 996,423 | $34.3M | 0.01% | −65,448−6.2% | Reduced |
| Granahan Investment Management Inc | 954,921 | $32.8M | 1.64% | +496,846+108.5% | Added |
| Two Sigma Advisers, LP | 953,890 | $32.8M | 0.07% | +772,300+425.3% | Added |
| Balyasny Asset Management LLC | 930,918 | $32.0M | 0.08% | +421,131+82.6% | Added |
| Northern Trust Corp | 863,307 | $29.7M | 0.00% | −2,165−0.3% | Reduced |
| Nuveen, LLC | 812,211 | $27.9M | 0.01% | +812,211 | New |
| Schroder Investment Management Group | 790,596 | $27.7M | 0.03% | +348,881+79.0% | Added |
| UBS Group AG | 801,104 | $27.6M | 0.01% | +475,179+145.8% | Added |
| FMR LLC | 751,903 | $25.9M | 0.00% | −1,827,446−70.8% | Reduced |
| JPMorgan Chase & Co | 713,662 | $24.5M | 0.00% | +106,447+17.5% | Added |
| Bank of America Corp | 697,035 | $24.0M | 0.00% | +254,687+57.6% | Added |
| Clearline Capital LP | 689,071 | $23.7M | 2.39% | +681,583+9,102.3% | Added |
| Victory Capital Management Inc | 677,675 | $23.3M | 0.02% | −85,572−11.2% | Reduced |
| Norges Bank | 676,407 | $23.3M | 0.00% | +676,407 | New |
| Goldman Sachs Group Inc | 613,456 | $21.1M | 0.00% | −204,364−25.0% | Reduced |
| Bank of New York Mellon Corp | 607,283 | $20.9M | 0.00% | −7,679−1.2% | Reduced |
| Woodline Partners LP | 482,419 | $16.6M | 0.11% | +482,419 | New |
| Assenagon Asset Management S.A. | 471,966 | $16.2M | 0.03% | +435,814+1,205.5% | Added |
| Tudor Investment Corp Et Al | 456,794 | $15.7M | 0.14% | +456,794 | New |
| Point72 Asset Management, L.P. | 453,544 | $15.6M | 0.04% | +8,527+1.9% | Added |
| Kodai Capital Management LP | 446,629 | $15.4M | 0.61% | −349,201−43.9% | Reduced |
| Palisade Capital Management LLC | 435,636 | $15.0M | 0.43% | −306,481−41.3% | Reduced |
| BNP Paribas Arbitrage, SA | 428,795 | $14.8M | 0.01% | +224,636+110.0% | Added |
| Principal Financial Group Inc | 427,958 | $14.7M | 0.01% | +17,345+4.2% | Added |
| UBS Asset Management Americas Inc | 411,814 | $14.2M | 0.00% | +22,629+5.8% | Added |
| Citadel Advisors LLC | 399,222 | $13.7M | 0.01% | −156,361−28.1% | Reduced |
| Alyeska Investment Group, L.P. | 392,876 | $13.5M | 0.05% | −436,792−52.6% | Reduced |
| Fred Alger Management, LLC | 383,834 | $13.2M | 0.08% | −1,108,010−74.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 356,453 | $12.3M | 0.08% | +337,360+1,766.9% | Added |
| Jacobs Levy Equity Management, Inc | 344,117 | $11.8M | 0.05% | −38,440−10.0% | Reduced |
| Millennium Management LLC | 342,638 | $11.8M | 0.01% | −880,286−72.0% | Reduced |
| J. Goldman & Co LP | 324,921 | $11.2M | 0.40% | +324,921 | New |
| Barclays PLC | 278,365 | $9.58M | 0.00% | +132,742+91.2% | Added |
| Sora Investors LLC | 275,472 | $9.48M | 1.15% | +275,472 | New |
| Public Sector Pension Investment Board | 272,418 | $9.37M | 0.04% | +62,293+29.6% | Added |
| Harbor Capital Advisors, Inc. | 266,836 | $9.18M | 0.42% | +174,441+188.8% | Added |
| Man Group plc | 261,949 | $9.01M | 0.03% | +183,076+232.1% | Added |
| Polar Asset Management Partners Inc. | 256,207 | $8.81M | 0.29% | +141,807+124.0% | Added |
| WCM Investment Management, LLC | 245,421 | $8.60M | 0.02% | −601−0.2% | Reduced |
| Burkehill Global Management, LP | 250,000 | $8.60M | 0.64% | −50,000−16.7% | Reduced |
| LMR Partners LLP | 250,000 | $8.60M | 0.17% | +237,463+1,894.1% | Added |
| Twinbeech Capital LP | 245,370 | $8.44M | 0.15% | +203,101+480.5% | Added |
| Legal & General Group Plc | 232,621 | $8.00M | 0.00% | +1,672+0.7% | Added |
| Rhumbline Advisers | 212,584 | $7.31M | 0.01% | +7,221+3.5% | Added |
| Paradigm Capital Management Inc | 191,600 | $6.59M | 0.37% | +191,600 | New |
| Federated Hermes, Inc. | 189,745 | $6.53M | 0.01% | +63,897+50.8% | Added |
| State of Wisconsin Investment Board | 183,692 | $6.32M | 0.02% | +14,924+8.8% | Added |
| Prudential Financial Inc | 173,988 | $5.99M | 0.01% | +45,110+35.0% | Added |
| Aquatic Capital Management LLC | 172,718 | $5.94M | 0.15% | +172,718 | New |
| Swiss National Bank | 166,900 | $5.74M | 0.00% | +900+0.5% | Added |
| Walleye Capital LLC | 164,316 | $5.65M | 0.06% | +23,330+16.5% | Added |
| New York State Common Retirement Fund | 150,581 | $5.18M | 0.01% | −214,250−58.7% | Reduced |
| Voloridge Investment Management, LLC | 150,514 | $5.18M | 0.02% | −115,552−43.4% | Reduced |
| Trexquant Investment LP | 146,030 | $5.02M | 0.06% | +146,030 | New |
| Natixis | 146,443 | $4.98M | 0.03% | +32,500+28.5% | Added |
| Jain Global LLC | 139,209 | $4.79M | 0.10% | +2,515+1.8% | Added |
| Comerica Bank | 138,838 | $4.78M | 0.02% | +82,951+148.4% | Added |
| Susquehanna International Group, LLP | 136,893 | $4.71M | 0.01% | +104,492+322.5% | Added |
| Heartland Advisors Inc | 133,752 | $4.60M | 0.26% | −75,640−36.1% | Reduced |
| Citigroup Inc | 124,569 | $4.29M | 0.00% | +6,415+5.4% | Added |
| Graham Capital Management, L.P. | 112,327 | $3.86M | 0.12% | +87,340+349.5% | Added |
| SEI Investments Co | 109,462 | $3.77M | 0.00% | −85,082−43.7% | Reduced |
| First Trust Advisors LP | 108,261 | $3.72M | 0.00% | −58,705−35.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 107,768 | $3.71M | 0.01% | −136,879−55.9% | Reduced |
| Wells Fargo & Company | 104,730 | $3.60M | 0.00% | +46,952+81.3% | Added |
| Polymer Capital Management (US) LLC | 100,400 | $3.45M | 1.04% | +100,400 | New |
| Moody Aldrich Partners LLC | 98,904 | $3.40M | 0.71% | +42,587+75.6% | Added |
| Great West Life Assurance Co | 97,618 | $3.36M | 0.01% | −5,299−5.1% | Reduced |
| Gotham Asset Management, LLC | 96,771 | $3.33M | 0.03% | +30,566+46.2% | Added |
| Russell Investments Group, Ltd. | 91,492 | $3.15M | 0.00% | −113,204−55.3% | Reduced |
| Engineers Gate Manager LP | 90,437 | $3.11M | 0.05% | +52,434+138.0% | Added |
| California State Teachers Retirement System | 83,340 | $2.87M | 0.00% | +5,312+6.8% | Added |
| New York State Teachers Retirement System | 82,202 | $2.83M | 0.01% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 82,076 | $2.82M | 0.47% | +82,076 | New |
| Susquehanna Fundamental Investments, LLC | 81,788 | $2.81M | 0.05% | +41,189+101.5% | Added |
| Royce & Associates LP | 76,519 | $2.63M | 0.03% | +6,019+8.5% | Added |
| Hussman Strategic Advisors, Inc. | 73,500 | $2.53M | 0.61% | +73,500 | New |
| Thrivent Financial for Lutherans | 70,594 | $2.43M | 0.01% | −2,107−2.9% | Reduced |
| Portolan Capital Management, LLC | 69,307 | $2.38M | 0.18% | −597,904−89.6% | Reduced |
| Cooper Creek Partners Management LLC | 69,294 | $2.38M | 0.08% | −275,179−79.9% | Reduced |