Skip to main content

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 13 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 2025 vs. Q4 2024

How the institutions holding Semtech Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of SMTC: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders3553315−37
Shares95.9M583.5K97.6M+2.29M (+2.4%)
Value$5.93B$36.1M$3.36B−$2.54B (−43.0%)

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held Semtech Corp at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to SMTC in Q1 2025
InstitutionSharesValue% of portfolio
Westfield Capital Management Co LP1,322,351$45.5M0.22%
Nuveen, LLC812,211$27.9M0.01%
Norges Bank676,407$23.3M0.00%
Woodline Partners LP482,419$16.6M0.11%
Tudor Investment Corp Et Al456,794$15.7M0.14%
J. Goldman & Co LP324,921$11.2M0.40%
Sora Investors LLC275,472$9.48M1.15%
Paradigm Capital Management Inc191,600$6.59M0.37%
Aquatic Capital Management LLC172,718$5.94M0.15%
Trexquant Investment LP146,030$5.02M0.06%
Polymer Capital Management (US) LLC100,400$3.45M1.04%
EFG Asset Management (North America) Corp.82,076$2.82M0.47%
Hussman Strategic Advisors, Inc.73,500$2.53M0.61%
Cubist Systematic Strategies, LLC61,929$2.13M0.03%
Optimize Financial Inc52,454$1.80M0.68%
Essex Investment Management Co LLC49,497$1.70M0.36%
Connor, Clark & Lunn Investment Management Ltd.48,656$1.67M0.01%
Capital Fund Management S.A.39,513$1.36M0.02%
Virtu Financial LLC36,030$1.24M0.07%
Panagora Asset Management Inc35,722$1.23M0.01%
Archford Capital Strategies, LLC30,853$1.06M0.16%
Fieldview Capital Management, LLC24,904$856.7K0.12%
Landscape Capital Management, L.L.C.24,487$842.4K0.08%
Susquehanna Portfolio Strategies, LLC19,100$657.0K0.28%
Torno Capital, LLC13,500$464.4K0.48%
Teacher Retirement System of Texas12,497$429.9K0.00%
Fox Run Management, L.L.C.12,319$423.8K0.07%
N.E.W. Advisory Services LLC12,146$417.8K0.03%
Geneos Wealth Management Inc.10,934$376.1K0.01%
Wolverine Trading, LLC9,758$342.0K0.01%
Optimist Retirement Group LLC7,299$251.1K0.13%
Two Sigma Securities, LLC6,420$220.8K0.03%
Weiss Asset Management LP6,336$218.0K0.01%
Vident Advisory, LLC5,875$202.1K0.00%
Johnson Financial Group, Inc.5,175$178.0K0.01%
State of Wyoming2,616$90.0K0.01%
Archer Investment Corp1,850$63.6K0.02%
Nomura Asset Management Co Ltd923$31.8K0.00%
Berbice Capital Management LLC700$24.1K0.02%
Coldstream Capital Management Inc679$23.4K0.00%
Skandinaviska Enskilda Banken AB (publ)305$10.5K0.00%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.200$6.88K0.00%
Optiver Holding B.V.174$5.99K0.00%
Rakuten Securities, Inc.121$4.16K0.00%
North Capital, Inc.72$2.48K0.00%
GWM Advisors LLC65$2.24K0.00%
High Note Wealth, LLC54$1.86K0.00%
Bare Financial Services, Inc44$1.51K0.00%
TD Private Client Wealth LLC25$8600.00%
GeoWealth Management, LLC25$8600.00%
True Wealth Design, LLC24$8260.00%
Fourth Dimension Wealth, LLC22$7570.00%
Creative Financial Designs Inc21$7220.00%
SRS Capital Advisors, Inc.20$6880.00%
Stephens Consulting, LLC20$6880.00%
Wolverine Asset Management LLC14$4810.00%
Bay Harbor Wealth Management, LLC1$340.00%
Hantz Financial Services, Inc.4$00.00%

Sold out (95)

Institutions that held Semtech Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of SMTC in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Driehaus Capital Management LLC2,032,316$125.7M
Capital World Investors600,000$37.1M
Crestline Management, LP358,363$22.2M
Freestone Grove Partners LP237,017$14.7M
Ghisallo Capital Management LLC230,000$14.2M
G2 Investment Partners Management LLC199,577$12.3M
Zweig-DiMenna Associates LLC194,626$12.0M
Penn Capital Management Co Inc184,478$11.4M
Castleark Management LLC122,150$7.55M
Point72 Hong Kong Ltd109,363$6.76M
Jane Street Group, LLC108,767$6.73M
Allianz Asset Management GmbH108,338$6.70M
Lisanti Capital Growth, LLC106,630$6.60M
Pamalican Asset Management Ltd101,399$6.27M
Soros Fund Management LLCSuperinvestorSoros Fund Management100,000$6.18M
EAM Investors, LLC96,104$5.94M
Shellback Capital, LP84,719$5.24M
Panoramic Capital, LLC84,581$5.23M
Ovata Capital Management Ltd80,000$4.95M
Jefferies Financial Group Inc.77,659$4.80M
Calamos Advisors LLC75,672$4.68M
SG Americas Securities, LLC57,316$3.54M
Seven Grand Managers, LLC50,000$3.09M
Convergence Investment Partners, LLC43,332$2.68M
Boothbay Fund Management, LLC40,663$2.52M
Credit Agricole S A37,794$2.34M
Regents Gate Capital LLP36,951$2.29M
Dana Investment Advisors, Inc.34,977$2.16M
Massar Capital Management, LP28,448$1.76M
Jackson Creek Investment Advisors LLC24,528$1.52M
Prescott Group Capital Management, L.L.C.20,000$1.24M
WT Asset Management Ltd20,000$1.24M
Fortress Investment Group LLC19,800$1.22M
Numerai GP LLC16,920$1.05M
HRT Financial LP16,287$1.01M
Essential Planning, LLC.17,290$911.0K
Stephens Inc14,368$888.7K
Summit Global Investments14,048$869.0K
Teza Capital Management LLC14,015$866.8K
Sherbrooke Park Advisers LLC12,824$793.2K
Advisors Preferred, LLC12,351$767.0K
Friedenthal Financial12,204$754.8K
Channel Wealth LLC11,365$702.9K
Inceptionr LLC9,740$602.4K
Pitcairn Co9,461$585.2K
Point72 (DIFC) Ltd8,735$540.3K
Janney Montgomery Scott LLC7,855$486.0K
Quantessence Capital LLC7,435$459.9K
Altfest L J & Co Inc7,405$458.0K
Alpha DNA Investment Management LLC7,067$437.1K
Caption Management, LLC7,000$432.9K
MML Investors Services, LLC6,695$414.0K
Brevan Howard Capital Management LP6,670$412.5K
Baader Bank INC6,400$395.8K
New Age Alpha Advisors, LLC6,233$385.5K
Canada Pension Plan Investment Board5,700$352.5K
Oxford Asset Management LLP5,576$344.9K
M&T Bank Corp5,353$331.1K
Cetera Investment Advisers5,226$323.2K
Sandia Investment Management LP5,000$309.3K
Counterpoint Mutual Funds LLC4,895$302.8K
Atria Investments LLC4,846$299.7K
Wedbush Securities Inc4,763$295.0K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.4,476$276.8K
Crossmark Global Holdings, Inc.4,396$272.0K
O'Shaughnessy Asset Management, LLC4,318$267.1K
Profund Advisors LLC4,198$259.6K
Oppenheimer & Co Inc4,119$254.8K
TRUE Private Wealth Advisors4,000$247.4K
Everence Capital Management Inc3,970$246.0K
D.A. Davidson & Co.3,838$237.4K
Evergreen Capital Management LLC3,688$228.1K
Shelton Capital Management3,297$203.9K
Accel Wealth Management3,293$203.7K
Caitong International Asset Management Co., Ltd1,503$93.0K
Harvest Fund Management Co., Ltd1,474$91.0K
Oarsman Capital, Inc.1,448$89.6K
Hollencrest Capital Management500$30.9K
Coppell Advisory Solutions LLC358$22.1K
New Wave Wealth Advisors LLC350$21.6K
LGT Financial Advisors LLC208$12.9K
Aster Capital Management (DIFC) Ltd196$12.1K
R Squared Ltd180$11.1K
Proequities, Inc.125$9.50K
Exchange Traded Concepts, LLC91$5.63K
Dunhill Financial, LLC500$4.78K
MRP Capital Investments, LLC75$4.64K
Van Hulzen Asset Management, LLC58$3.59K
CIBC Private Wealth Group, LLC43$2.91K
Pineridge Advisors LLC43$2.66K
Neo Ivy Capital Management45$2.00K
Kohmann Bosshard Financial Services, LLC6$371
SJS Investment Consulting Inc.5$310
CoreCap Advisors, LLC4$247
Capital A Wealth Management, LLC2$124

Not filed for Q1 2025 yet (3)

Institutions that held Semtech Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMTC in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC569,339$35.2M
Hanseatic Management Services Inc14,085$871.2K
Global Retirement Partners, LLC32$1.98K