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 15 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.
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 | 578 | $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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 1,472,763 | $50.7M | 0.11% | +862,721+141.4% | Added |
| Hood River Capital Management LLC | 1,650,102 | $56.8M | 0.97% | −1,799,940−52.2% | Reduced |
| Invesco Ltd. | 1,800,174 | $61.9M | 0.01% | +765,558+74.0% | Added |
| Morgan Stanley | 1,842,221 | $63.4M | 0.00% | +733,749+66.2% | Added |
| Geode Capital Management, LLC | 1,945,584 | $67.1M | 0.01% | +130,069+7.2% | Added |
| Wellington Management Group LLP | 2,313,213 | $79.6M | 0.02% | +170,132+7.9% | Added |
| Capital Research Global Investors | 2,599,016 | $89.4M | 0.02% | +465,907+21.8% | Added |
| Disciplined Growth Investors Inc | 2,778,615 | $95.6M | 1.98% | +85,660+3.2% | Added |
| Macquarie Group Ltd | 2,988,602 | $102.8M | 0.13% | +314,833+11.8% | Added |
| Alliancebernstein L.P. | 3,023,394 | $104.0M | 0.04% | −285,551−8.6% | Reduced |
| Whale Rock Capital Management LLC | 3,954,112 | $136.0M | 2.36% | +687,910+21.1% | Added |
| State Street Corp | 3,976,319 | $136.8M | 0.01% | +165,403+4.3% | Added |
| Ameriprise Financial Inc | 6,445,641 | $221.7M | 0.06% | +877,422+15.8% | Added |
| Vanguard Group Inc | 11,702,315 | $402.6M | 0.01% | +159,770+1.4% | Added |
| BlackRock, Inc. | 13,046,339 | $448.8M | 0.01% | +84,833+0.7% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −2,032,316−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −358,363−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −237,017−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −199,577−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −194,626−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −184,478−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −122,150−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −109,363−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −108,767−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −108,338−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −106,630−100.0% | Sold out |
| Pamalican Asset Management Ltd | 0 | $0 | 0.00% | −101,399−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −96,104−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −84,719−100.0% | Sold out |
| Panoramic Capital, LLC | 0 | $0 | 0.00% | −84,581−100.0% | Sold out |
| Ovata Capital Management Ltd | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −77,659−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −75,672−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −57,316−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −43,332−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −40,663−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −37,794−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −36,951−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −34,977−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −28,448−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −24,528−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −16,920−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −16,287−100.0% | Sold out |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −17,290−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −14,368−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −14,048−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −14,015−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −12,824−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −12,351−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −12,204−100.0% | Sold out |
| Channel Wealth LLC | 0 | $0 | 0.00% | −11,365−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −9,740−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −9,461−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −8,735−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −7,855−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −7,435−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −7,405−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −7,067−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −6,695−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −6,670−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −6,233−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −5,576−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −5,353−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −5,226−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −4,895−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −4,846−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −4,763−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,476−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −4,396−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −4,318−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −4,198−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −4,119−100.0% | Sold out |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −3,970−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −3,838−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −3,293−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,503−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −1,448−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −358−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |