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, Q1 2026
Institutional positions in Semtech Corp as of Mar 31, 2026. 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
- 438
- +43 vs. Q4 2025
- Shares held
- 99.9M
- +9.62M (+10.7%) vs. Q4 2025
- Total value
- $7.66B
- +$1.01B (+15.1%) vs. Q4 2025
- New holders
- 91
- 178 more added
- Sold out
- 48
- 121 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14,222,219 | $1.09B | 0.02% | +1,033,164+7.8% | Added |
| Ameriprise Financial Inc | 7,450,380 | $572.6M | 0.13% | −101,872−1.3% | Reduced |
| Vanguard Portfolio Management LLC | 6,922,634 | $532.3M | 0.03% | +6,922,634 | New |
| Capital Research Global Investors | 4,152,082 | $319.3M | 0.05% | −350,638−7.8% | Reduced |
| Vanguard Capital Management LLC | 4,145,176 | $318.7M | 0.01% | +4,145,176 | New |
| State Street Corp | 4,059,266 | $312.1M | 0.01% | +211,021+5.5% | Added |
| Geode Capital Management, LLC | 2,526,461 | $194.3M | 0.01% | +427,428+20.4% | Added |
| Wellington Management Group LLP | 2,384,473 | $183.3M | 0.03% | +44,130+1.9% | Added |
| Hood River Capital Management LLC | 2,287,529 | $175.9M | 1.76% | +51,305+2.3% | Added |
| Alliancebernstein L.P. | 2,366,311 | $174.4M | 0.06% | −598,878−20.2% | Reduced |
| Nomura Asset Management International Inc. | 2,223,154 | $170.9M | 0.29% | −230,140−9.4% | Reduced |
| Disciplined Growth Investors Inc | 2,206,748 | $169.7M | 3.47% | −594,543−21.2% | Reduced |
| Millennium Management LLC | 1,965,682 | $151.1M | 0.11% | +923,952+88.7% | Added |
| Artisan Partners Limited Partnership | 1,558,034 | $119.8M | 0.20% | +1,064,429+215.6% | Added |
| Morgan Stanley | 1,416,028 | $108.9M | 0.01% | +26,771+1.9% | Added |
| Westfield Capital Management Co LP | 1,280,594 | $98.5M | 0.41% | −1,168,018−47.7% | Reduced |
| Bank of America Corp | 1,143,314 | $87.9M | 0.01% | +135,287+13.4% | Added |
| Neuberger Berman Group LLC | 1,124,022 | $86.2M | 0.07% | +192,075+20.6% | Added |
| Citadel Advisors LLC | 1,105,555 | $85.0M | 0.06% | −564,663−33.8% | Reduced |
| Charles Schwab Investment Management Inc | 996,680 | $76.6M | 0.01% | +12,489+1.3% | Added |
| Northern Trust Corp | 993,350 | $76.4M | 0.01% | +71,581+7.8% | Added |
| Goldman Sachs Group Inc | 900,914 | $69.3M | 0.01% | +123,233+15.8% | Added |
| UBS Group AG | 891,661 | $68.6M | 0.01% | +290,537+48.3% | Added |
| Marshall Wace, LLP | 869,066 | $66.8M | 0.07% | +852,300+5,083.5% | Added |
| Dorsal Capital Management, LLC | 800,000 | $61.5M | 2.45% | +800,000 | New |
| Assenagon Asset Management S.A. | 781,003 | $60.1M | 0.10% | +596,373+323.0% | Added |
| Jane Street Group, LLC | 772,812 | $59.4M | 0.06% | +590,488+323.9% | Added |
| Invesco Ltd. | 771,499 | $59.3M | 0.01% | −479,605−38.3% | Reduced |
| Nuveen, LLC | 771,120 | $59.3M | 0.02% | −267,110−25.7% | Reduced |
| JPMorgan Chase & Co | 816,875 | $57.7M | 0.00% | +433,194+112.9% | Added |
| Jennison Associates LLC | 744,380 | $57.2M | 0.04% | +100,552+15.6% | Added |
| Schroder Investment Management Group | 731,179 | $51.6M | 0.04% | −99,749−12.0% | Reduced |
| Vanguard Fiduciary Trust Co | 644,764 | $49.6M | 0.01% | +644,764 | New |
| Driehaus Capital Management LLC | 628,456 | $48.3M | 0.36% | −302,849−32.5% | Reduced |
| Colony Capital, Inc. | 561,111 | $43.1M | 2.74% | +561,111 | New |
| Atreides Management, LP | 541,812 | $41.7M | 1.01% | −149,779−21.7% | Reduced |
| Capital International Investors | 537,298 | $41.3M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 510,409 | $39.2M | 0.02% | +483,880+1,824.0% | Added |
| Bank of New York Mellon Corp | 505,504 | $38.9M | 0.01% | +9,991+2.0% | Added |
| Palisade Capital Management LLC | 480,970 | $37.0M | 1.23% | −106,726−18.2% | Reduced |
| Squarepoint Ops LLC | 478,586 | $36.8M | 0.08% | +364,138+318.2% | Added |
| GW&K Investment Management, LLC | 477,525 | $36.7M | 0.32% | +64,956+15.7% | Added |
| Emerald Advisers, LLC | 457,018 | $35.1M | 1.11% | −13,733−2.9% | Reduced |
| Principal Financial Group Inc | 452,553 | $34.8M | 0.02% | +37,572+9.1% | Added |
| Lord, Abbett & Co. LLC | 438,924 | $33.7M | 0.11% | +156,031+55.2% | Added |
| Cramer Rosenthal McGlynn LLC | 414,535 | $31.9M | 2.34% | +414,535 | New |
| Schonfeld Strategic Advisors LLC | 387,335 | $29.8M | 0.24% | −275−0.1% | Reduced |
| Park West Asset Management LLC | 385,000 | $29.6M | 2.61% | +385,000 | New |
| Clearline Capital LP | 383,189 | $29.5M | 2.29% | +97,222+34.0% | Added |
| Granahan Investment Management Inc | 370,642 | $28.5M | 1.38% | −47,585−11.4% | Reduced |
| Dimensional Fund Advisors LP | 370,150 | $28.4M | 0.01% | +425+0.1% | Added |
| SEI Investments Co | 357,875 | $27.5M | 0.03% | +142,197+65.9% | Added |
| Franklin Resources Inc | 352,892 | $27.1M | 0.01% | +335,271+1,902.7% | Added |
| Sora Investors LLC | 344,047 | $26.5M | 2.44% | +6,556+1.9% | Added |
| Fiera Capital Corp | 340,536 | $26.2M | 0.09% | +10,545+3.2% | Added |
| Fred Alger Management, LLC | 335,608 | $25.8M | 0.11% | −524,247−61.0% | Reduced |
| Portolan Capital Management, LLC | 332,327 | $25.6M | 1.36% | −176,328−34.7% | Reduced |
| Public Sector Pension Investment Board | 331,067 | $25.5M | 0.08% | +30,788+10.3% | Added |
| LMR Partners LLP | 329,121 | $25.3M | 0.23% | −57,689−14.9% | Reduced |
| New York State Common Retirement Fund | 326,158 | $25.1M | 0.04% | −104,285−24.2% | Reduced |
| Broad Bay Capital Management, LP | 316,000 | $24.3M | 2.50% | +316,000 | New |
| Emerald Mutual Fund Advisers Trust | 285,037 | $21.9M | 1.06% | 00.0% | Unchanged |
| E20 Capital Ltd | 283,643 | $21.8M | 2.05% | +283,643 | New |
| Silvercrest Asset Management Group LLC | 261,111 | $20.1M | 0.15% | −29,081−10.0% | Reduced |
| Ardsley Advisory Partners LP | 258,750 | $19.9M | 3.03% | +21,750+9.2% | Added |
| Rhumbline Advisers | 247,262 | $19.0M | 0.02% | +18,802+8.2% | Added |
| Voloridge Investment Management, LLC | 230,081 | $17.7M | 0.07% | +230,081 | New |
| Think Investments LP | 217,200 | $16.7M | 2.25% | −449,200−67.4% | Reduced |
| Legal & General Group Plc | 209,025 | $16.1M | 0.00% | −7,308−3.4% | Reduced |
| Price T Rowe Associates Inc | 202,867 | $15.6M | 0.00% | +21,003+11.5% | Added |
| Trexquant Investment LP | 199,945 | $15.4M | 0.11% | +199,945 | New |
| Andar Capital Management HK Ltd | 196,000 | $15.1M | 12.89% | +6,475+3.4% | Added |
| Victory Capital Management Inc | 195,504 | $15.0M | 0.01% | +2,880+1.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 184,421 | $14.2M | 0.02% | −17,463−8.7% | Reduced |
| Swiss National Bank | 183,000 | $14.1M | 0.01% | +11,800+6.9% | Added |
| ExodusPoint Capital Management, LP | 173,030 | $13.3M | 0.13% | +83,246+92.7% | Added |
| WCM Investment Management, LLC | 186,844 | $13.2M | 0.03% | −97,503−34.3% | Reduced |
| UBS Asset Management Americas Inc | 169,678 | $13.0M | 0.00% | −40,700−19.3% | Reduced |
| Cooper Creek Partners Management LLC | 167,452 | $12.9M | 0.62% | −446,781−72.7% | Reduced |
| Royce & Associates LP | 166,639 | $12.8M | 0.13% | +59,022+54.8% | Added |
| Wells Fargo & Company | 165,787 | $12.7M | 0.00% | −71,837−30.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 157,462 | $12.6M | 0.02% | +1,886+1.2% | Added |
| Boothbay Fund Management, LLC | 159,802 | $12.3M | 0.29% | +159,802 | New |
| Deutsche Bank AG | 147,893 | $11.4M | 0.00% | +10,311+7.5% | Added |
| Great Lakes Advisors, LLC | 145,150 | $11.2M | 0.09% | +869+0.6% | Added |
| California Public Employees Retirement System | 141,886 | $10.9M | 0.01% | +141,886 | New |
| Man Group plc | 135,283 | $10.4M | 0.02% | +35,662+35.8% | Added |
| Federated Hermes, Inc. | 134,070 | $10.3M | 0.02% | +58,619+77.7% | Added |
| State of Wisconsin Investment Board | 132,249 | $10.2M | 0.02% | −22,413−14.5% | Reduced |
| SG Americas Securities, LLC | 125,582 | $9.66M | 0.01% | +17,757+16.5% | Added |
| Pier Capital, LLC | 122,962 | $9.45M | 1.56% | +73,753+149.9% | Added |
| First Trust Advisors LP | 116,061 | $8.92M | 0.01% | +8,986+8.4% | Added |
| Russell Investments Group, Ltd. | 113,457 | $8.72M | 0.01% | −8,613−7.1% | Reduced |
| Algert Global LLC | 112,129 | $8.62M | 0.13% | +16,165+16.8% | Added |
| Castleark Management LLC | 107,758 | $8.29M | 0.27% | +4,800+4.7% | Added |
| California State Teachers Retirement System | 102,818 | $7.91M | 0.01% | +20,408+24.8% | Added |
| Candriam Luxembourg S.C.A. | 97,140 | $7.47M | 0.04% | +97,140 | New |
| FMR LLC | 96,673 | $7.43M | 0.00% | +81,176+523.8% | Added |
| Banco Santander, S.A. | 95,000 | $7.30M | 0.06% | +10,000+11.8% | Added |
| Prudential Financial Inc | 94,823 | $7.29M | 0.01% | +13,600+16.7% | Added |