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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.

Q3 2025 vs. Q2 2025

How the institutions holding Semtech Corp changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of SMTC: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders3164350+38
Shares103.7M334.4K104.4M+957.4K (+0.9%)
Value$4.68B$15.1M$7.44B+$2.77B (+59.4%)

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (87)

Institutions that held Semtech Corp at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to SMTC in Q3 2025
InstitutionSharesValue% of portfolio
T. Rowe Price Investment Management, Inc.1,613,340$115.3M0.07%
Think Investments LP820,400$58.6M7.75%
Driehaus Capital Management LLC447,036$31.9M0.23%
Emerald Advisers, LLC419,094$29.9M0.96%
Jennison Associates LLC401,179$28.7M0.02%
GW&K Investment Management, LLC379,630$27.1M0.24%
Artisan Partners Limited Partnership317,658$22.7M0.03%
Silvercrest Asset Management Group LLC313,093$22.4M0.15%
Duquesne Family Office LLCSuperinvestorDuquesne Family Office301,515$21.5M0.55%
Emerald Mutual Fund Advisers Trust248,436$17.8M0.92%
Marshall Wace, LLP232,006$16.6M0.02%
Alta Park Capital, LP203,618$14.5M1.46%
Allspring Global Investments Holdings, LLC127,795$9.16M0.01%
Ardsley Advisory Partners LP80,000$5.72M0.88%
Concentric Capital Strategies, LP79,516$5.68M0.27%
Hodges Capital Management Inc.64,721$4.62M0.40%
JB Capital LLC63,383$4.53M0.20%
Lisanti Capital Growth, LLC60,440$4.32M1.06%
Trexquant Investment LP55,920$4.00M0.04%
Castleark Management LLC55,640$3.98M0.11%
Royce & Associates LP44,014$3.14M0.03%
Katamaran Capital LLP43,345$3.10M2.83%
Illinois Municipal Retirement Fund42,604$3.04M0.04%
Caisse de Depot Et Placement du Quebec41,296$2.95M0.01%
Jefferies Financial Group Inc.36,569$2.61M0.02%
TD Asset Management Inc33,042$2.36M0.00%
Brevan Howard Capital Management LP32,798$2.34M0.03%
Dymon Asia Capital (Singapore) Pte. Ltd.30,200$2.16M0.87%
Paloma Partners Management Co30,000$2.14M0.43%
Boston Partners29,663$2.12M0.00%
Group One Trading, L.P.29,089$2.08M0.06%
Wiley Bros.-Aintree Capital, LLC14,352$1.03M0.01%
J. Goldman & Co LP14,100$1.01M0.04%
Versor Investments LP11,448$818.0K0.15%
CIBC Bancorp USA Inc.9,299$664.4K0.00%
Diametric Capital, LP8,203$586.1K0.22%
Fieldview Capital Management, LLC7,887$563.5K0.09%
Mercer Global Advisors Inc7,098$507.2K0.00%
Caption Management, LLC7,000$500.1K0.03%
Hancock Whitney Corp6,902$493.2K0.01%
Weiss Asset Management LP6,595$471.2K0.01%
Keybank National Association6,338$452.9K0.00%
Fiduciary Trust Co6,110$436.6K0.00%
O'Shaughnessy Asset Management, LLC5,919$422.9K0.00%
Scientech Research LLC5,544$396.1K0.14%
FourThought Financial Partners, LLC5,219$372.9K0.03%
Commerce Bank4,992$356.7K0.00%
JustInvest LLC4,969$355.0K0.00%
Pinpoint Asset Management (Singapore) Pte. Ltd.4,820$344.4K0.06%
Crossmark Global Holdings, Inc.4,383$313.2K0.00%
Stephens Inc4,268$304.9K0.00%
Wealth Enhancement Advisory Services, LLC4,151$294.3K0.00%
Profund Advisors LLC4,064$290.4K0.01%
Swiss Life Asset Management Ltd4,033$288.2K0.00%
TRUE Private Wealth Advisors4,000$285.8K0.03%
Everence Capital Management Inc3,970$284.0K0.02%
HighTower Advisors, LLC3,956$282.7K0.00%
Private Advisor Group, LLC3,561$254.4K0.00%
Stifel Financial Corp3,521$251.6K0.00%
Brinker Capital Investments, LLC3,414$243.9K0.00%
Mariner, LLC3,350$239.4K0.00%
Accel Wealth Management3,294$235.4K0.07%
Shelton Capital Management3,113$222.4K0.00%
Prospera Financial Services Inc3,113$222.4K0.00%
Round Rock Advisors, LLC3,036$216.8K0.03%
Chicago Trust Co NA2,978$212.8K0.03%
Skandinaviska Enskilda Banken AB (publ)2,400$171.4K0.00%
Quadrant Capital Group LLC2,268$162.0K0.01%
Rockefeller Capital Management L.P.1,165$83.2K0.00%
First Horizon Corp854$61.0K0.00%
Daiwa Securities Group Inc.595$43.0K0.00%
Salomon & Ludwin, LLC573$41.3K0.00%
Ronald Blue Trust, Inc.200$14.3K0.00%
Harbour Investments, Inc.189$13.5K0.00%
Wealthspire Advisors, LLC134$9.57K0.00%
Advisory Services Network, LLC93$6.64K0.00%
Mather Group, LLC.60$4.29K0.00%
Root Financial Partners, LLC55$3.93K0.00%
Kilter Group LLC25$1.79K0.00%
Cedar Mountain Advisors, LLC19$1.36K0.00%
Bellevue Asset Management, LLC19$1.36K0.00%
Montag A & Associates Inc16$1.14K0.00%
Wealth Watch Advisors, INC15$1.07K0.00%
Central Trust Co10$7150.00%
Sunbelt Securities, Inc.6$4290.00%
Turning Point Benefit Group, Inc.2$1430.00%
Cloud Capital Management, LLC4$00.00%

Sold out (49)

Institutions that held Semtech Corp at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of SMTC in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Woodline Partners LP1,335,296$60.3M
Alyeska Investment Group, L.P.231,352$10.4M
Tudor Investment Corp Et Al220,933$9.97M
Squarepoint Ops LLC113,493$5.12M
Aquatic Capital Management LLC85,097$3.84M
Jacobs Levy Equity Management, Inc80,807$3.65M
IMC-Chicago, LLC50,122$2.26M
Cinctive Capital Management LP44,626$2.01M
Renaissance Technologies LLC43,216$1.95M
Sapience Investments, LLC40,170$1.81M
Panagora Asset Management Inc35,739$1.61M
Shellback Capital, LP34,509$1.56M
Ossiam27,807$1.26M
Picton Mahoney Asset Management17,892$808.0K
PDT Partners, LLC17,673$797.8K
BI Asset Management Fondsmaeglerselskab A/S17,202$776.0K
Jane Street Group, LLC13,710$618.9K
Bayforest Capital Ltd11,783$531.9K
HSBC Holdings PLC11,563$524.0K
Geneos Wealth Management Inc.11,253$508.0K
Aigen Investment Management, LP9,256$417.8K
Mount Yale Investment Advisors, LLC8,729$394.0K
Sherbrooke Park Advisers LLC8,554$386.1K
Two Sigma Securities, LLC8,425$380.3K
Stratos Wealth Partners, LTD.7,164$323.4K
CIBC World Markets Inc.6,537$295.1K
Cambridge Investment Research Advisors, Inc.6,336$286.0K
Susquehanna Fundamental Investments, LLC5,822$262.8K
Catalyst Funds Management Pty Ltd5,000$225.7K
Toroso Investments, LLC4,633$209.1K
Marex Group plc4,508$203.5K
N.E.W. Advisory Services LLC2,815$127.1K
Clear Street Markets LLC1,648$74.4K
Lazard Asset Management LLC1,229$55.0K
Nomura Asset Management Co Ltd887$40.0K
Ameritas Advisory Services, LLC732$33.0K
Ridgewood Investments LLC700$31.6K
Skopos Labs, Inc.592$26.7K
Twin Peaks Wealth Advisors, LLC316$16.7K
SRS Capital Advisors, Inc.128$5.78K
Accent Capital Management, LLC100$4.51K
IFP Advisors, Inc0$4.42K
Bryn Mawr Trust Co65$2.93K
Elequin Capital LP56$2.53K
NewSquare Capital LLC50$2.26K
Riggs Asset Managment Co. Inc.46$2.08K
Raleigh Capital Management Inc.7$316
Sierra Ocean, LLC7$316
Toronto Dominion Bank7$297

Not filed for Q3 2025 yet (4)

Institutions that held Semtech Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMTC in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank316,107$14.3M
CIBC World Markets Corp10,748$485.2K
EP Wealth Advisors, LLC7,566$341.5K
First Horizon Advisors, Inc.3$135