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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 2025 vs. Q1 2025

How the institutions holding Semtech Corp changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of SMTC: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders3153316+4
Shares97.6M465.3K103.7M+6.58M (+6.8%)
Value$3.36B$16.0M$4.68B+$1.34B (+40.1%)

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (61)

Institutions that held Semtech Corp at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to SMTC in Q2 2025
InstitutionSharesValue% of portfolio
Atreides Management, LP661,941$29.9M0.83%
Freestone Grove Partners LP526,032$23.7M0.18%
Great Lakes Advisors, LLC422,813$19.1M0.16%
SummitTX Capital, L.P.273,566$12.3M0.55%
Andar Capital Management HK Ltd160,000$7.22M8.44%
Nordea Investment Management AB94,583$4.23M0.00%
IMC-Chicago, LLC50,122$2.26M0.06%
Cinctive Capital Management LP44,626$2.01M0.11%
Sapience Investments, LLC40,170$1.81M1.21%
Shellback Capital, LP34,509$1.56M0.10%
Glenmede Investment Management, LP20,469$924.0K0.00%
Janney Montgomery Scott LLC18,920$854.0K0.00%
Picton Mahoney Asset Management17,892$808.0K0.01%
BI Asset Management Fondsmaeglerselskab A/S17,202$776.0K0.01%
SG Americas Securities, LLC15,816$714.0K0.00%
Jane Street Group, LLC13,710$618.9K0.00%
American Century Companies Inc11,009$496.9K0.00%
Atria Investments LLC9,657$435.9K0.01%
Aigen Investment Management, LP9,256$417.8K0.06%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC9,203$415.4K0.01%
Mount Yale Investment Advisors, LLC8,729$394.0K0.03%
Sherbrooke Park Advisers LLC8,554$386.1K0.17%
Sender Co & Partners, Inc.8,012$361.7K0.10%
Virginia Retirement Systems Et Al7,900$356.6K0.00%
EP Wealth Advisors, LLC7,566$341.5K0.00%
Parallax Volatility Advisers, L.P.7,362$332.3K0.01%
Stratos Wealth Partners, LTD.7,164$323.4K0.00%
Pinnacle Wealth Planning Services, Inc.6,677$301.4K0.04%
CIBC World Markets Inc.6,537$295.1K0.00%
Cambridge Investment Research Advisors, Inc.6,336$286.0K0.00%
Cetera Investment Advisers5,007$226.0K0.00%
Catalyst Funds Management Pty Ltd5,000$225.7K0.06%
AE Wealth Management LLC4,979$224.8K0.00%
Journey Strategic Wealth LLC4,915$221.9K0.01%
Toroso Investments, LLC4,633$209.1K0.00%
Evergreen Capital Management LLC4,563$206.0K0.01%
Quantinno Capital Management LP4,509$203.5K0.00%
Marex Group plc4,508$203.5K0.00%
Clear Street Markets LLC1,648$74.4K0.03%
FNY Investment Advisers, LLC1,237$55.0K0.02%
Clearstead Advisors, LLC909$41.0K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.831$38.0K0.00%
Ameritas Advisory Services, LLC732$33.0K0.00%
Twin Peaks Wealth Advisors, LLC316$16.7K0.01%
Financially Speaking Inc250$11.3K0.01%
Elequin Capital LP56$2.53K0.00%
NewSquare Capital LLC50$2.26K0.00%
Riggs Asset Managment Co. Inc.46$2.08K0.00%
Rise Advisors, LLC45$2.03K0.00%
WPG Advisers, LLC45$2.03K0.00%
Atlantic Trust, LLC44$1.99K0.00%
Annis Gardner Whiting Capital Advisors, LLC39$1.76K0.00%
Global Retirement Partners, LLC38$1.72K0.00%
Assetmark, Inc33$1.49K0.00%
Fortitude Family Office, LLC22$9930.00%
Essential Partners LLC9$4060.00%
Raleigh Capital Management Inc.7$3160.00%
Toronto Dominion Bank7$2970.00%
HFM Investment Advisors, LLC4$1810.00%
CIBC Private Wealth Group, LLC3$1350.00%
Rialto Wealth Management, LLC1$460.00%

Sold out (57)

Institutions that held Semtech Corp at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of SMTC in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
J. Goldman & Co LP324,921$11.2M
Burkehill Global Management, LP250,000$8.60M
Twinbeech Capital LP245,370$8.44M
Paradigm Capital Management Inc191,600$6.59M
Walleye Capital LLC164,316$5.65M
Voloridge Investment Management, LLC150,514$5.18M
Trexquant Investment LP146,030$5.02M
Natixis146,443$4.98M
Polymer Capital Management (US) LLC100,400$3.45M
Royce & Associates LP76,519$2.63M
Hussman Strategic Advisors, Inc.73,500$2.53M
Qube Research & Technologies Ltd68,442$2.35M
Cubist Systematic Strategies, LLC61,929$2.13M
PEAK6 LLC55,717$1.92M
Dynamic Technology Lab Private Ltd52,751$1.81M
Dark Forest Capital Management LP42,683$1.47M
Quantitative Investment Management, LLC42,415$1.46M
Corebridge Financial, Inc.39,019$1.34M
Virtu Financial LLC36,030$1.24M
Daiwa Securities Group Inc.32,000$1.10M
Versor Investments LP25,100$863.4K
Fieldview Capital Management, LLC24,904$856.7K
PAX Financial Group, LLC16,362$562.9K
XTX Topco Ltd14,420$496.0K
Torno Capital, LLC13,500$464.4K
Fox Run Management, L.L.C.12,319$423.8K
Marshall Wace, LLP10,472$360.2K
Centiva Capital, LP8,491$292.1K
Advisory Services Network, LLC8,479$291.7K
Stifel Financial Corp8,342$287.0K
Bayesian Capital Management, LP7,556$259.9K
Optimist Retirement Group LLC7,299$251.1K
Kennedy Capital Management, Inc.7,198$247.6K
Quadrant Capital Group LLC7,126$245.1K
Entropy Technologies, LP7,110$244.6K
Contravisory Investment Management, Inc.6,963$239.5K
Mariner, LLC6,456$222.1K
Weiss Asset Management LP6,336$218.0K
Bridgefront Capital, LLC5,973$205.5K
Cerity Partners LLC5,937$204.2K
Johnson Financial Group, Inc.5,175$178.0K
Point72 Asia (Singapore) Pte. Ltd.3,561$122.5K
Walleye Trading LLC2,715$93.4K
Berbice Capital Management LLC700$24.1K
Coldstream Capital Management Inc679$23.4K
Heck Capital Advisors, LLC331$11.4K
Skandinaviska Enskilda Banken AB (publ)305$10.5K
Ronald Blue Trust, Inc.160$5.50K
Transce3nd, LLC114$3.92K
High Note Wealth, LLC54$1.86K
Global Financial Private Client, LLC42$1.45K
TD Private Client Wealth LLC25$860
GeoWealth Management, LLC25$860
Aventura Private Wealth, LLC25$860
Fourth Dimension Wealth, LLC22$757
Creative Financial Designs Inc21$722
Stephens Consulting, LLC20$688

Not filed for Q2 2025 yet (3)

Institutions that held Semtech Corp at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMTC in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Kodai Capital Management LP446,629$15.4M
Glenmede Trust Co NA18,591$639.5K
Lindbrook Capital, LLC105$3.61K