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, Q4 2025
Institutional positions in Semtech Corp as of Dec 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
- 402
- +57 vs. Q3 2025
- Shares held
- 102.3M
- −1.95M (−1.9%) vs. Q3 2025
- Total value
- $7.54B
- +$107.2M (+1.4%) vs. Q3 2025
- New holders
- 94
- 151 more added
- Sold out
- 37
- 121 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,189,055 | $971.9M | 0.02% | +373,568+2.9% | Added |
| Vanguard Group Inc | 11,858,352 | $873.8M | 0.01% | +298,987+2.6% | Added |
| Ameriprise Financial Inc | 7,552,252 | $556.5M | 0.13% | +178,508+2.4% | Added |
| Capital Research Global Investors | 4,502,720 | $331.8M | 0.06% | −188,956−4.0% | Reduced |
| Whale Rock Capital Management LLC | 3,901,469 | $287.5M | 3.68% | +396,504+11.3% | Added |
| State Street Corp | 3,848,245 | $283.6M | 0.01% | −60,991−1.6% | Reduced |
| Alliancebernstein L.P. | 2,965,189 | $218.5M | 0.07% | −642,508−17.8% | Reduced |
| Disciplined Growth Investors Inc | 2,801,291 | $206.4M | 3.95% | +71,909+2.6% | Added |
| Nomura Asset Management International Inc. | 2,453,294 | $180.8M | 0.27% | +2,453,294 | New |
| Westfield Capital Management Co LP | 2,448,612 | $180.4M | 0.75% | −931,761−27.6% | Reduced |
| Wellington Management Group LLP | 2,340,343 | $172.5M | 0.03% | +7,607+0.3% | Added |
| Hood River Capital Management LLC | 2,236,224 | $164.8M | 1.81% | +39,561+1.8% | Added |
| Geode Capital Management, LLC | 2,099,033 | $154.7M | 0.01% | +6,715+0.3% | Added |
| T. Rowe Price Investment Management, Inc. | 1,987,888 | $146.5M | 0.09% | +374,548+23.2% | Added |
| Citadel Advisors LLC | 1,670,218 | $123.1M | 0.08% | +962,384+136.0% | Added |
| Morgan Stanley | 1,389,257 | $102.4M | 0.01% | −1,744,747−55.7% | Reduced |
| Invesco Ltd. | 1,251,104 | $92.2M | 0.01% | +211,149+20.3% | Added |
| Point72 Asset Management, L.P. | 1,208,272 | $89.0M | 0.14% | +790,521+189.2% | Added |
| Millennium Management LLC | 1,041,730 | $76.8M | 0.06% | −6,044−0.6% | Reduced |
| Nuveen, LLC | 1,038,230 | $76.5M | 0.02% | −233,269−18.3% | Reduced |
| Bank of America Corp | 1,008,027 | $74.3M | 0.01% | +151,184+17.6% | Added |
| Charles Schwab Investment Management Inc | 984,191 | $72.5M | 0.01% | −29,503−2.9% | Reduced |
| Neuberger Berman Group LLC | 931,947 | $68.7M | 0.05% | −24,994−2.6% | Reduced |
| Driehaus Capital Management LLC | 931,305 | $68.6M | 0.47% | +484,269+108.3% | Added |
| Northern Trust Corp | 921,769 | $67.9M | 0.01% | −26,958−2.8% | Reduced |
| Fred Alger Management, LLC | 859,855 | $63.4M | 0.25% | +92,396+12.0% | Added |
| Schroder Investment Management Group | 830,928 | $62.5M | 0.05% | −48,952−5.6% | Reduced |
| Goldman Sachs Group Inc | 777,681 | $57.3M | 0.01% | −192,609−19.9% | Reduced |
| Atreides Management, LP | 691,591 | $51.0M | 1.08% | +13,458+2.0% | Added |
| Think Investments LP | 666,400 | $49.1M | 6.28% | −154,000−18.8% | Reduced |
| Jennison Associates LLC | 643,828 | $47.4M | 0.03% | +242,649+60.5% | Added |
| Cooper Creek Partners Management LLC | 614,233 | $45.3M | 2.14% | +315,576+105.7% | Added |
| UBS Group AG | 601,124 | $44.3M | 0.01% | +205,214+51.8% | Added |
| Palisade Capital Management LLC | 587,696 | $43.3M | 1.28% | +21,403+3.8% | Added |
| Capital International Investors | 537,298 | $39.6M | 0.01% | +537,298 | New |
| Portolan Capital Management, LLC | 508,655 | $37.5M | 2.01% | −160,207−24.0% | Reduced |
| Bank of New York Mellon Corp | 495,513 | $36.5M | 0.01% | −8,491−1.7% | Reduced |
| Artisan Partners Limited Partnership | 493,605 | $36.4M | 0.06% | +175,947+55.4% | Added |
| Emerald Advisers, LLC | 470,751 | $34.7M | 1.07% | +51,657+12.3% | Added |
| Balyasny Asset Management LLC | 467,340 | $34.4M | 0.06% | −6,673−1.4% | Reduced |
| New York State Common Retirement Fund | 430,443 | $31.7M | 0.04% | +152,782+55.0% | Added |
| Granahan Investment Management Inc | 418,227 | $30.8M | 1.32% | −223,265−34.8% | Reduced |
| Principal Financial Group Inc | 414,981 | $30.6M | 0.02% | −3,983−1.0% | Reduced |
| GW&K Investment Management, LLC | 412,569 | $30.4M | 0.26% | +32,939+8.7% | Added |
| Schonfeld Strategic Advisors LLC | 387,610 | $28.6M | 0.14% | +280,413+261.6% | Added |
| LMR Partners LLP | 386,810 | $28.5M | 0.27% | +376,810+3,768.1% | Added |
| JPMorgan Chase & Co | 383,681 | $28.3M | 0.00% | −466,088−54.8% | Reduced |
| Dimensional Fund Advisors LP | 369,725 | $27.2M | 0.01% | −64,301−14.8% | Reduced |
| Sora Investors LLC | 337,491 | $24.9M | 2.14% | +152,246+82.2% | Added |
| Fiera Capital Corp | 329,991 | $24.3M | 0.08% | +329,991 | New |
| Public Sector Pension Investment Board | 300,279 | $22.1M | 0.07% | −37,627−11.1% | Reduced |
| Silvercrest Asset Management Group LLC | 290,192 | $21.4M | 0.15% | −22,901−7.3% | Reduced |
| WCM Investment Management, LLC | 284,347 | $21.4M | 0.04% | −227,745−44.5% | Reduced |
| Clearline Capital LP | 285,967 | $21.1M | 1.59% | −412,968−59.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 285,037 | $21.0M | 1.02% | +36,601+14.7% | Added |
| Alta Park Capital, LP | 283,726 | $20.9M | 2.52% | +80,108+39.3% | Added |
| Lord, Abbett & Co. LLC | 282,893 | $20.8M | 0.06% | +282,893 | New |
| Polar Asset Management Partners Inc. | 278,683 | $20.5M | 0.41% | −41,776−13.0% | Reduced |
| Freestone Grove Partners LP | 277,634 | $20.5M | 0.15% | +117,294+73.2% | Added |
| BNP Paribas Arbitrage, SA | 255,270 | $18.8M | 0.01% | +233,021+1,047.3% | Added |
| Wells Fargo & Company | 237,624 | $17.5M | 0.00% | +154,678+186.5% | Added |
| Ardsley Advisory Partners LP | 237,000 | $17.5M | 2.22% | +157,000+196.3% | Added |
| Rhumbline Advisers | 228,460 | $16.8M | 0.01% | −10,723−4.5% | Reduced |
| Legal & General Group Plc | 216,333 | $15.9M | 0.00% | −11,118−4.9% | Reduced |
| SEI Investments Co | 215,678 | $15.9M | 0.02% | +30,586+16.5% | Added |
| Two Sigma Investments, LP | 215,354 | $15.9M | 0.02% | −165,250−43.4% | Reduced |
| UBS Asset Management Americas Inc | 210,378 | $15.5M | 0.00% | +47,095+28.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 201,884 | $14.9M | 0.02% | +40,334+25.0% | Added |
| Victory Capital Management Inc | 192,624 | $14.2M | 0.01% | −220,567−53.4% | Reduced |
| Andar Capital Management HK Ltd | 189,525 | $14.0M | 15.05% | +89,525+89.5% | Added |
| Assenagon Asset Management S.A. | 184,630 | $13.6M | 0.02% | +165,244+852.4% | Added |
| Jane Street Group, LLC | 182,324 | $13.4M | 0.02% | +182,324 | New |
| Price T Rowe Associates Inc | 181,864 | $13.4M | 0.00% | +3,661+2.1% | Added |
| Swiss National Bank | 171,200 | $12.6M | 0.01% | +3,300+2.0% | Added |
| Allspring Global Investments Holdings, LLC | 155,576 | $11.7M | 0.02% | +27,781+21.7% | Added |
| State of Wisconsin Investment Board | 154,662 | $11.4M | 0.03% | −14,429−8.5% | Reduced |
| Great Lakes Advisors, LLC | 144,281 | $10.6M | 0.09% | −66,570−31.6% | Reduced |
| Barclays PLC | 140,093 | $10.3M | 0.00% | −362,069−72.1% | Reduced |
| Deutsche Bank AG | 137,582 | $10.1M | 0.00% | −1,507,218−91.6% | Reduced |
| SummitTX Capital, L.P. | 124,724 | $9.19M | 0.28% | −71,426−36.4% | Reduced |
| Russell Investments Group, Ltd. | 122,070 | $9.00M | 0.01% | +9,941+8.9% | Added |
| Norges Bank | 119,216 | $8.79M | 0.00% | +119,216 | New |
| Squarepoint Ops LLC | 114,448 | $8.43M | 0.02% | +114,448 | New |
| SG Americas Securities, LLC | 107,825 | $7.95M | 0.01% | +43,834+68.5% | Added |
| Royce & Associates LP | 107,617 | $7.93M | 0.08% | +63,603+144.5% | Added |
| First Trust Advisors LP | 107,075 | $7.89M | 0.01% | +29,474+38.0% | Added |
| Nordea Investment Management AB | 104,421 | $7.78M | 0.01% | −13,248−11.3% | Reduced |
| Castleark Management LLC | 102,958 | $7.59M | 0.22% | +47,318+85.0% | Added |
| Man Group plc | 99,621 | $7.34M | 0.01% | −72,942−42.3% | Reduced |
| Jain Global LLC | 98,399 | $7.25M | 0.07% | −68,102−40.9% | Reduced |
| Algert Global LLC | 95,964 | $7.07M | 0.11% | +51,761+117.1% | Added |
| Cinctive Capital Management LP | 94,424 | $6.96M | 0.40% | +94,424 | New |
| ExodusPoint Capital Management, LP | 89,784 | $6.62M | 0.07% | −59,134−39.7% | Reduced |
| EFG International AG | 88,701 | $6.54M | 0.13% | +88,701 | New |
| Banco Santander, S.A. | 85,000 | $6.26M | 0.05% | +85,000 | New |
| Mizuho Markets Americas LLC | 84,675 | $6.24M | 0.13% | +84,675 | New |
| Susquehanna Portfolio Strategies, LLC | 82,569 | $6.08M | 0.09% | 00.0% | Unchanged |
| California State Teachers Retirement System | 82,410 | $6.07M | 0.01% | −2,253−2.7% | Reduced |
| Hodges Capital Management Inc. | 82,323 | $6.07M | 0.52% | +17,602+27.2% | Added |
| New York State Teachers Retirement System | 82,302 | $6.07M | 0.01% | 00.0% | Unchanged |