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, Q2 2025
Institutional positions in Semtech Corp as of Jun 30, 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
- 316
- +4 vs. Q1 2025
- Shares held
- 103.7M
- +6.58M (+6.8%) vs. Q1 2025
- Total value
- $4.68B
- +$1.34B (+40.1%) vs. Q1 2025
- New holders
- 61
- 138 more added
- Sold out
- 57
- 92 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 38,285 | $1.73M | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 40,170 | $1.81M | 1.21% | +40,170 | New |
| Louisiana State Employees Retirement System | 40,500 | $1.83M | 0.03% | 00.0% | Unchanged |
| Scotia Capital Inc. | 42,258 | $1.91M | 0.01% | +1,714+4.2% | Added |
| Renaissance Technologies LLC | 43,216 | $1.95M | 0.00% | +30,200+232.0% | Added |
| Cinctive Capital Management LP | 44,626 | $2.01M | 0.11% | +44,626 | New |
| Algert Global LLC | 44,883 | $2.03M | 0.04% | −18,230−28.9% | Reduced |
| Manufacturers Life Insurance Company, The | 47,365 | $2.14M | 0.00% | +3,764+8.6% | Added |
| Los Angeles Capital Management LLC | 48,929 | $2.21M | 0.01% | −148−0.3% | Reduced |
| Essex Investment Management Co LLC | 49,140 | $2.22M | 0.40% | −357−0.7% | Reduced |
| State of New Jersey Common Pension Fund D | 49,840 | $2.25M | 0.01% | −2,915−5.5% | Reduced |
| IMC-Chicago, LLC | 50,122 | $2.26M | 0.06% | +50,122 | New |
| Moody National Bank Trust Division | 50,832 | $2.29M | 0.21% | −123−0.2% | Reduced |
| State of Alaska, Department of Revenue | 51,590 | $2.33M | 0.02% | +3,994+8.4% | Added |
| Optimize Financial Inc | 52,080 | $2.35M | 1.44% | −374−0.7% | Reduced |
| Edgestream Partners, L.P. | 54,374 | $2.45M | 0.07% | −10,736−16.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 55,071 | $2.49M | 0.06% | +37,669+216.5% | Added |
| MetLife Investment Management | 55,444 | $2.50M | 0.01% | +12,588+29.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 56,857 | $2.57M | 0.06% | +37,757+197.7% | Added |
| Gotham Asset Management, LLC | 58,936 | $2.66M | 0.02% | −37,835−39.1% | Reduced |
| FMR LLC | 59,915 | $2.70M | 0.00% | −691,988−92.0% | Reduced |
| Sora Investors LLC | 60,000 | $2.71M | 0.24% | −215,472−78.2% | Reduced |
| Thrivent Financial for Lutherans | 63,695 | $2.88M | 0.01% | −6,899−9.8% | Reduced |
| Connors Investor Services Inc | 64,529 | $2.91M | 0.26% | +16,679+34.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 67,374 | $3.04M | 0.01% | +2,932+4.5% | Added |
| Price T Rowe Associates Inc | 73,214 | $3.31M | 0.00% | +11,132+17.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 73,740 | $3.33M | 0.03% | +45,764+163.6% | Added |
| ExodusPoint Capital Management, LP | 75,340 | $3.40M | 0.04% | +46,635+162.5% | Added |
| Jacobs Levy Equity Management, Inc | 80,807 | $3.65M | 0.01% | −263,310−76.5% | Reduced |
| New York State Teachers Retirement System | 82,302 | $3.71M | 0.01% | +100+0.1% | Added |
| California State Teachers Retirement System | 84,630 | $3.82M | 0.00% | +1,290+1.5% | Added |
| Aquatic Capital Management LLC | 85,097 | $3.84M | 0.08% | −87,621−50.7% | Reduced |
| Great West Life Assurance Co | 89,598 | $4.04M | 0.01% | −8,020−8.2% | Reduced |
| Citigroup Inc | 93,120 | $4.20M | 0.00% | −31,449−25.2% | Reduced |
| Nordea Investment Management AB | 94,583 | $4.23M | 0.00% | +94,583 | New |
| EFG Asset Management (North America) Corp. | 94,872 | $4.28M | 0.60% | +12,796+15.6% | Added |
| Moody Aldrich Partners LLC | 97,429 | $4.40M | 0.85% | −1,475−1.5% | Reduced |
| Wells Fargo & Company | 97,764 | $4.41M | 0.00% | −6,966−6.7% | Reduced |
| Prudential Financial Inc | 101,514 | $4.58M | 0.01% | −72,474−41.7% | Reduced |
| Squarepoint Ops LLC | 113,493 | $5.12M | 0.01% | −1,017,782−90.0% | Reduced |
| Intech Investment Management LLC | 127,015 | $5.73M | 0.05% | +58,518+85.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 128,925 | $5.82M | 0.01% | +21,157+19.6% | Added |
| Heartland Advisors Inc | 133,422 | $6.02M | 0.34% | −330−0.2% | Reduced |
| State of Wisconsin Investment Board | 158,189 | $7.14M | 0.02% | −25,503−13.9% | Reduced |
| SEI Investments Co | 158,297 | $7.15M | 0.01% | +48,835+44.6% | Added |
| Andar Capital Management HK Ltd | 160,000 | $7.22M | 8.44% | +160,000 | New |
| Swiss National Bank | 165,200 | $7.46M | 0.00% | −1,700−1.0% | Reduced |
| Barclays PLC | 172,772 | $7.80M | 0.00% | −105,593−37.9% | Reduced |
| New York State Common Retirement Fund | 178,326 | $8.05M | 0.01% | +27,745+18.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 182,538 | $8.24M | 0.03% | +133,882+275.2% | Added |
| Jain Global LLC | 210,992 | $9.52M | 0.15% | +71,783+51.6% | Added |
| Tudor Investment Corp Et Al | 220,933 | $9.97M | 0.08% | −235,861−51.6% | Reduced |
| Capital Fund Management S.A. | 230,726 | $10.4M | 0.11% | +191,213+483.9% | Added |
| Alyeska Investment Group, L.P. | 231,352 | $10.4M | 0.04% | −161,524−41.1% | Reduced |
| Legal & General Group Plc | 236,137 | $10.7M | 0.00% | +3,516+1.5% | Added |
| Rhumbline Advisers | 240,418 | $10.9M | 0.01% | +27,834+13.1% | Added |
| UBS Asset Management Americas Inc | 269,647 | $12.2M | 0.00% | −142,167−34.5% | Reduced |
| SummitTX Capital, L.P. | 273,566 | $12.3M | 0.55% | +273,566 | New |
| Schroder Investment Management Group | 294,028 | $13.2M | 0.01% | −496,568−62.8% | Reduced |
| Public Sector Pension Investment Board | 295,324 | $13.3M | 0.06% | +22,906+8.4% | Added |
| Harbor Capital Advisors, Inc. | 301,459 | $13.6M | 0.57% | +34,623+13.0% | Added |
| Susquehanna International Group, LLP | 305,994 | $13.8M | 0.02% | +169,101+123.5% | Added |
| Norges Bank | 316,107 | $14.3M | 0.00% | −360,300−53.3% | Reduced |
| Dimensional Fund Advisors LP | 334,541 | $15.1M | 0.00% | +308,557+1,187.5% | Added |
| Millennium Management LLC | 344,928 | $15.6M | 0.01% | +2,290+0.7% | Added |
| Balyasny Asset Management LLC | 355,425 | $16.0M | 0.04% | −575,493−61.8% | Reduced |
| Portolan Capital Management, LLC | 379,018 | $17.1M | 1.07% | +309,711+446.9% | Added |
| Polar Asset Management Partners Inc. | 396,225 | $17.9M | 0.45% | +140,018+54.7% | Added |
| Schonfeld Strategic Advisors LLC | 421,814 | $19.0M | 0.14% | +65,361+18.3% | Added |
| Great Lakes Advisors, LLC | 422,813 | $19.1M | 0.16% | +422,813 | New |
| LMR Partners LLP | 425,000 | $19.2M | 0.30% | +175,000+70.0% | Added |
| Principal Financial Group Inc | 429,779 | $19.4M | 0.01% | +1,821+0.4% | Added |
| Cooper Creek Partners Management LLC | 448,657 | $20.3M | 0.67% | +379,363+547.5% | Added |
| Victory Capital Management Inc | 486,987 | $22.0M | 0.01% | −190,688−28.1% | Reduced |
| Palisade Capital Management LLC | 490,235 | $22.1M | 0.63% | +54,599+12.5% | Added |
| Assenagon Asset Management S.A. | 494,194 | $22.3M | 0.04% | +22,228+4.7% | Added |
| WCM Investment Management, LLC | 514,307 | $23.1M | 0.05% | +268,886+109.6% | Added |
| Bank of New York Mellon Corp | 519,091 | $23.4M | 0.00% | −88,192−14.5% | Reduced |
| Fred Alger Management, LLC | 525,691 | $23.7M | 0.11% | +141,857+37.0% | Added |
| Freestone Grove Partners LP | 526,032 | $23.7M | 0.18% | +526,032 | New |
| Citadel Advisors LLC | 530,315 | $23.9M | 0.02% | +131,093+32.8% | Added |
| Comerica Bank | 531,790 | $24.0M | 0.09% | +392,952+283.0% | Added |
| Two Sigma Advisers, LP | 545,590 | $24.6M | 0.05% | −408,300−42.8% | Reduced |
| Man Group plc | 579,264 | $26.1M | 0.06% | +317,315+121.1% | Added |
| UBS Group AG | 601,654 | $27.2M | 0.01% | −199,450−24.9% | Reduced |
| Atreides Management, LP | 661,941 | $29.9M | 0.83% | +661,941 | New |
| Royal Bank of Canada | 670,984 | $30.3M | 0.01% | +649,361+3,003.1% | Added |
| Two Sigma Investments, LP | 702,347 | $31.7M | 0.06% | −770,416−52.3% | Reduced |
| Bank of America Corp | 704,609 | $31.8M | 0.00% | +7,574+1.1% | Added |
| JPMorgan Chase & Co | 761,655 | $34.4M | 0.00% | +47,993+6.7% | Added |
| Clearline Capital LP | 784,532 | $35.4M | 3.12% | +95,461+13.9% | Added |
| Northern Trust Corp | 952,201 | $43.0M | 0.01% | +88,894+10.3% | Added |
| Goldman Sachs Group Inc | 971,644 | $43.9M | 0.01% | +358,188+58.4% | Added |
| Granahan Investment Management Inc | 991,576 | $44.8M | 1.82% | +36,655+3.8% | Added |
| Charles Schwab Investment Management Inc | 1,021,134 | $46.1M | 0.01% | +24,711+2.5% | Added |
| Deutsche Bank AG | 1,205,356 | $54.4M | 0.02% | −4,722−0.4% | Reduced |
| Neuberger Berman Group LLC | 1,237,947 | $55.9M | 0.04% | −55,317−4.3% | Reduced |
| Woodline Partners LP | 1,335,296 | $60.3M | 0.32% | +852,877+176.8% | Added |
| Invesco Ltd. | 1,416,780 | $64.0M | 0.01% | −383,394−21.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,419,708 | $64.1M | 0.23% | +140,762+11.0% | Added |