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 16 sales; 577 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, Q3 2025
Institutional positions in Semtech Corp as of Sep 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
- 350
- +38 vs. Q2 2025
- Shares held
- 104.4M
- +957.4K (+0.9%) vs. Q2 2025
- Total value
- $7.44B
- +$2.77B (+59.4%) vs. Q2 2025
- New holders
- 87
- 113 more added
- Sold out
- 49
- 115 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 577 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 27,051 | $1.93M | 0.02% | −5,424−16.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,236 | $1.95M | 0.00% | +4,264+18.6% | Added |
| Landscape Capital Management, L.L.C. | 27,621 | $1.97M | 0.13% | −7,799−22.0% | Reduced |
| Group One Trading, L.P. | 29,089 | $2.08M | 0.06% | +29,089 | New |
| Handelsbanken Fonder AB | 29,588 | $2.11M | 0.01% | +4,900+19.8% | Added |
| Boston Partners | 29,663 | $2.12M | 0.00% | +29,663 | New |
| Paloma Partners Management Co | 30,000 | $2.14M | 0.43% | +30,000 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 30,200 | $2.16M | 0.87% | +30,200 | New |
| Archford Capital Strategies, LLC | 30,850 | $2.20M | 0.26% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 30,888 | $2.21M | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 31,605 | $2.26M | 0.05% | −23,466−42.6% | Reduced |
| Oak Ridge Investments LLC | 32,548 | $2.33M | 0.15% | −629−1.9% | Reduced |
| Brevan Howard Capital Management LP | 32,798 | $2.34M | 0.03% | +32,798 | New |
| TD Asset Management Inc | 33,042 | $2.36M | 0.00% | +33,042 | New |
| Creative Planning | 35,243 | $2.52M | 0.00% | +8,145+30.1% | Added |
| CSS LLC | 35,835 | $2.56M | 0.15% | +8,410+30.7% | Added |
| Jefferies Financial Group Inc. | 36,569 | $2.61M | 0.02% | +36,569 | New |
| State of Tennessee, Treasury Department | 36,694 | $2.62M | 0.01% | +1,369+3.9% | Added |
| Janus Henderson Group PLC | 38,285 | $2.73M | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 38,952 | $2.78M | 0.00% | +8,328+27.2% | Added |
| Louisiana State Employees Retirement System | 39,800 | $2.84M | 0.05% | −700−1.7% | Reduced |
| Janney Montgomery Scott LLC | 40,997 | $2.93M | 0.01% | +22,077+116.7% | Added |
| Verition Fund Management LLC | 41,031 | $2.93M | 0.02% | +8,541+26.3% | Added |
| Caisse de Depot Et Placement du Quebec | 41,296 | $2.95M | 0.01% | +41,296 | New |
| Harbor Capital Advisors, Inc. | 42,185 | $3.01M | 0.23% | −259,274−86.0% | Reduced |
| Scotia Capital Inc. | 42,365 | $3.03M | 0.01% | +107+0.3% | Added |
| Illinois Municipal Retirement Fund | 42,604 | $3.04M | 0.04% | +42,604 | New |
| Moody National Bank Trust Division | 42,843 | $3.06M | 0.26% | −7,989−15.7% | Reduced |
| State of New Jersey Common Pension Fund D | 43,067 | $3.08M | 0.01% | −6,773−13.6% | Reduced |
| Katamaran Capital LLP | 43,345 | $3.10M | 2.83% | +43,345 | New |
| Royce & Associates LP | 44,014 | $3.14M | 0.03% | +44,014 | New |
| Algert Global LLC | 44,203 | $3.16M | 0.05% | −680−1.5% | Reduced |
| Intech Investment Management LLC | 44,316 | $3.17M | 0.03% | −82,699−65.1% | Reduced |
| Manufacturers Life Insurance Company, The | 45,397 | $3.24M | 0.00% | −1,968−4.2% | Reduced |
| Envestnet Asset Management Inc | 45,711 | $3.27M | 0.00% | +9,506+26.3% | Added |
| State of Alaska, Department of Revenue | 47,736 | $3.41M | 0.03% | −3,854−7.5% | Reduced |
| Los Angeles Capital Management LLC | 49,315 | $3.52M | 0.01% | +386+0.8% | Added |
| Essex Investment Management Co LLC | 50,946 | $3.64M | 0.56% | +1,806+3.7% | Added |
| AQR Capital Management LLC | 51,606 | $3.69M | 0.00% | +27,097+110.6% | Added |
| Sterling Capital Management LLC | 52,810 | $3.77M | 0.06% | +52,599+24,928.4% | Added |
| MetLife Investment Management | 53,244 | $3.80M | 0.02% | −2,200−4.0% | Reduced |
| Castleark Management LLC | 55,640 | $3.98M | 0.11% | +55,640 | New |
| Trexquant Investment LP | 55,920 | $4.00M | 0.04% | +55,920 | New |
| Van Eck Associates Corp | 56,711 | $4.05M | 0.00% | +30,875+119.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 57,973 | $4.14M | 0.01% | −9,401−14.0% | Reduced |
| Lisanti Capital Growth, LLC | 60,440 | $4.32M | 1.06% | +60,440 | New |
| Connors Investor Services Inc | 62,455 | $4.46M | 0.38% | −2,074−3.2% | Reduced |
| Thrivent Financial for Lutherans | 62,502 | $4.47M | 0.01% | −1,193−1.9% | Reduced |
| JB Capital LLC | 63,383 | $4.53M | 0.20% | +63,383 | New |
| SG Americas Securities, LLC | 63,991 | $4.57M | 0.02% | +48,175+304.6% | Added |
| Hodges Capital Management Inc. | 64,721 | $4.62M | 0.40% | +64,721 | New |
| Gotham Asset Management, LLC | 66,952 | $4.78M | 0.02% | +8,016+13.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 73,740 | $5.27M | 0.05% | 00.0% | Unchanged |
| Great West Life Assurance Co | 88,076 | $5.46M | 0.01% | −1,522−1.7% | Reduced |
| First Trust Advisors LP | 77,601 | $5.54M | 0.00% | +43,155+125.3% | Added |
| Concentric Capital Strategies, LP | 79,516 | $5.68M | 0.27% | +79,516 | New |
| Ardsley Advisory Partners LP | 80,000 | $5.72M | 0.88% | +80,000 | New |
| Moody Aldrich Partners LLC | 80,949 | $5.78M | 1.10% | −16,480−16.9% | Reduced |
| New York State Teachers Retirement System | 82,302 | $5.88M | 0.01% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 82,569 | $5.90M | 0.09% | +25,712+45.2% | Added |
| Wells Fargo & Company | 82,946 | $5.93M | 0.00% | −14,818−15.2% | Reduced |
| California State Teachers Retirement System | 84,663 | $6.05M | 0.01% | +330.0% | Added |
| Prudential Financial Inc | 87,009 | $6.22M | 0.01% | −14,505−14.3% | Reduced |
| Two Sigma Advisers, LP | 88,800 | $6.34M | 0.01% | −456,790−83.7% | Reduced |
| Andar Capital Management HK Ltd | 100,000 | $7.14M | 7.23% | −60,000−37.5% | Reduced |
| Heartland Advisors Inc | 101,718 | $7.27M | 0.38% | −31,704−23.8% | Reduced |
| Capital Fund Management S.A. | 105,472 | $7.54M | 0.08% | −125,254−54.3% | Reduced |
| Royal Bank of Canada | 106,742 | $7.63M | 0.00% | −564,242−84.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 107,197 | $7.66M | 0.05% | −314,617−74.6% | Reduced |
| EFG Asset Management (North America) Corp. | 109,606 | $7.83M | 1.01% | +14,734+15.5% | Added |
| Nordea Investment Management AB | 117,669 | $7.99M | 0.01% | +23,086+24.4% | Added |
| Russell Investments Group, Ltd. | 112,129 | $8.01M | 0.01% | +82,883+283.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 120,840 | $8.63M | 0.03% | −61,698−33.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 127,795 | $9.16M | 0.01% | +127,795 | New |
| ExodusPoint Capital Management, LP | 148,918 | $10.6M | 0.15% | +73,578+97.7% | Added |
| Freestone Grove Partners LP | 160,340 | $11.5M | 0.09% | −365,692−69.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 161,550 | $11.5M | 0.02% | +32,625+25.3% | Added |
| UBS Asset Management Americas Inc | 163,283 | $11.7M | 0.00% | −106,364−39.4% | Reduced |
| Jain Global LLC | 166,501 | $11.9M | 0.15% | −44,491−21.1% | Reduced |
| Swiss National Bank | 167,900 | $12.0M | 0.01% | +2,700+1.6% | Added |
| State of Wisconsin Investment Board | 169,091 | $12.1M | 0.03% | +10,902+6.9% | Added |
| Man Group plc | 172,563 | $12.3M | 0.02% | −406,701−70.2% | Reduced |
| Price T Rowe Associates Inc | 178,203 | $12.7M | 0.00% | +104,989+143.4% | Added |
| SEI Investments Co | 185,092 | $13.2M | 0.01% | +26,795+16.9% | Added |
| Sora Investors LLC | 185,245 | $13.2M | 1.22% | +125,245+208.7% | Added |
| SummitTX Capital, L.P. | 196,150 | $14.0M | 0.58% | −77,416−28.3% | Reduced |
| Alta Park Capital, LP | 203,618 | $14.5M | 1.46% | +203,618 | New |
| Citigroup Inc | 206,506 | $14.8M | 0.01% | +113,386+121.8% | Added |
| Great Lakes Advisors, LLC | 210,851 | $15.1M | 0.13% | −211,962−50.1% | Reduced |
| Legal & General Group Plc | 227,451 | $16.3M | 0.00% | −8,686−3.7% | Reduced |
| Marshall Wace, LLP | 232,006 | $16.6M | 0.02% | +232,006 | New |
| Rhumbline Advisers | 239,183 | $17.1M | 0.01% | −1,235−0.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 248,436 | $17.8M | 0.92% | +248,436 | New |
| New York State Common Retirement Fund | 277,661 | $19.8M | 0.03% | +99,335+55.7% | Added |
| Cooper Creek Partners Management LLC | 298,657 | $21.3M | 0.80% | −150,000−33.4% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 301,515 | $21.5M | 0.55% | +301,515 | New |
| Silvercrest Asset Management Group LLC | 313,093 | $22.4M | 0.15% | +313,093 | New |
| Artisan Partners Limited Partnership | 317,658 | $22.7M | 0.03% | +317,658 | New |
| Polar Asset Management Partners Inc. | 320,459 | $22.9M | 0.46% | −75,766−19.1% | Reduced |
| Public Sector Pension Investment Board | 337,906 | $24.1M | 0.09% | +42,582+14.4% | Added |