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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.

Q1 2026 vs. Q4 2025

How the institutions holding Semtech Corp changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of SMTC: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders4027438+43
Shares102.3M12.0M99.9M+9.62M (+10.7%)
Value$7.54B$884.9M$7.66B+$1.01B (+15.1%)

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (91)

Institutions that held Semtech Corp at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to SMTC in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC6,922,634$532.3M0.03%
Vanguard Capital Management LLC4,145,176$318.7M0.01%
Dorsal Capital Management, LLC800,000$61.5M2.45%
Vanguard Fiduciary Trust Co644,764$49.6M0.01%
Colony Capital, Inc.561,111$43.1M2.74%
Cramer Rosenthal McGlynn LLC414,535$31.9M2.34%
Park West Asset Management LLC385,000$29.6M2.61%
Broad Bay Capital Management, LP316,000$24.3M2.50%
E20 Capital Ltd283,643$21.8M2.05%
Voloridge Investment Management, LLC230,081$17.7M0.07%
Trexquant Investment LP199,945$15.4M0.11%
Boothbay Fund Management, LLC159,802$12.3M0.29%
California Public Employees Retirement System141,886$10.9M0.01%
Candriam Luxembourg S.C.A.97,140$7.47M0.04%
Vanguard Asset Management, Ltd82,220$6.32M0.01%
Bridgewater Associates, LP76,935$5.92M0.03%
AYAL Capital Advisors Ltd72,400$5.57M2.85%
Armistice Capital, LLC61,891$4.76M0.16%
Tudor Investment Corp Et Al60,153$4.63M0.02%
Kornitzer Capital Management Inc54,115$4.16M0.09%
Susquehanna International Group, LLP49,956$3.84M0.00%
G2 Investment Partners Management LLC44,898$3.45M0.85%
Vanguard Global Advisers, LLC41,828$3.22M0.00%
Jefferies Financial Group Inc.41,317$3.18M0.04%
Scalar Gauge Management, LLC40,000$3.08M2.97%
Congress Asset Management Co36,978$2.84M0.02%
Twinbeech Capital LP36,808$2.83M0.29%
Paloma Partners Management Co31,500$2.42M1.37%
Persistent Asset Partners Ltd31,355$2.41M0.94%
Militia Capital Management LLC30,000$2.31M0.52%
Maxi Investments CY Ltd29,000$2.23M0.49%
PEAK6 LLC27,528$2.12M0.06%
Blue Jean Financial LLC24,092$1.85M1.53%
Vanguard Investments Australia, Ltd.23,692$1.82M0.01%
Shay Capital LLC22,210$1.71M0.24%
Campbell Newman Asset Management Inc20,957$1.61M0.13%
Icon Advisers Inc20,000$1.54M0.36%
Havemeyer Place LP19,886$1.53M0.18%
Boussard & Gavaudan Investment Management LLP20,620$1.51M0.15%
KR Capital LP18,850$1.45M0.29%
Dynamic Technology Lab Private Ltd15,854$1.22M0.20%
Sphera Management Technology Funds Ltd14,500$1.11M0.63%
Cookson Peirce & Co Inc12,358$950.2K0.04%
Allstate Corp11,193$860.6K0.01%
Connor, Clark & Lunn Investment Management Ltd.10,971$843.6K0.00%
Brevan Howard Capital Management LP10,846$833.9K0.01%
Engineers Gate Manager LP10,560$812.0K0.01%
NorthRock Partners, LLC10,531$809.8K0.01%
Caitong International Asset Management Co., Ltd9,622$739.8K0.14%
Picton Mahoney Asset Management7,645$587.8K0.01%
Empowered Funds, LLC7,103$546.1K0.00%
Polen Capital Management LLC6,553$503.9K0.00%
Sierra Summit Advisors LLC5,968$458.9K0.07%
Numerai GP LLC5,678$436.6K0.04%
Quantbot Technologies LP5,401$415.3K0.02%
Gsa Capital Partners LLP5,397$415.0K0.03%
Alight Capital Management LP5,000$384.4K0.11%
CenterBook Partners LP4,835$371.8K0.02%
CIBC Bancorp USA Inc.4,758$365.8K0.00%
Mirabella Financial Services LLP4,373$336.2K0.03%
Natixis4,350$334.5K0.00%
DnB Asset Management AS4,346$334.2K0.00%
VARCOV Co.4,109$315.9K0.12%
Anther Capital Ltd4,050$311.4K0.01%
Marex Group plc3,886$298.8K0.00%
GTS Securities LLC3,712$285.4K0.01%
SEB Asset Management AB3,036$233.4K0.00%
Sage Rhino Capital LLC2,877$221.2K0.04%
Abacus Wealth Partners, LLC2,673$205.5K0.02%
Concentric Capital Strategies, LP2,632$202.4K0.02%
Coldstream Capital Management Inc2,602$200.1K0.00%
Twin Tree Management, LP2,306$177.3K0.04%
ABS Direct Equity Fund LLC1,100$117.8K0.09%
Advisory Services Network, LLC870$66.9K0.00%
Forum Finance Group S.A.550$36.0K0.02%
Banque Cantonale Vaudoise431$33.0K0.00%
Ares Financial Consulting, LLC313$25.1K0.02%
Advisors Asset Management, Inc.298$22.9K0.00%
Twin Peaks Wealth Advisors, LLC264$20.3K0.01%
Walleye Trading LLC254$19.5K0.00%
Owl Creek Wealth Partners LLC175$13.5K0.00%
Sapience Investments, LLC91$7.00K0.91%
Scarborough Advisors, LLC45$3.46K0.00%
Golden State Equity Partners18$1.38K0.00%
GWM Advisors LLC15$1.15K0.00%
Prestige Wealth Management Group LLC11$8460.00%
Silicon Valley Capital Partners10$7690.00%
Marquette Asset Management, LLC6$4620.00%
SJS Investment Consulting Inc.5$3850.00%
Rachor Investment Advisory Services, LLC5$3850.00%
United Financial Planning Group LLC1$770.00%

Sold out (48)

Institutions that held Semtech Corp at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of SMTC in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Whale Rock Capital Management LLC3,901,469$287.5M
T. Rowe Price Investment Management, Inc.1,987,888$146.5M
Point72 Asset Management, L.P.1,208,272$89.0M
Alta Park Capital, LP283,726$20.9M
Cinctive Capital Management LP94,424$6.96M
Moore Capital Management, LP82,221$6.06M
Y-Intercept (Hong Kong) Ltd47,883$3.53M
TD Asset Management Inc47,654$3.51M
Verition Fund Management LLC41,300$3.04M
CSS LLC38,535$2.84M
Optimize Financial Inc23,112$1.70M
D. E. Shaw & Co., Inc.17,605$1.30M
Two Sigma Advisers, LP14,200$1.05M
Headlands Technologies LLC13,796$1.02M
Group One Trading, L.P.11,504$847.7K
Two Sigma Securities, LLC11,263$830.0K
Canada Pension Plan Investment Board10,900$803.2K
Archford Capital Strategies, LLC10,071$742.1K
Simplex Trading, LLC9,936$732.2K
Tairen Capital Ltd8,100$596.9K
Fuller & Thaler Asset Management, Inc.6,724$495.5K
Nomura Holdings Inc6,437$474.3K
Alpine Global Management, LLC5,000$368.4K
Versor Investments LP4,691$345.7K
J. Goldman & Co LP4,226$311.4K
Mangrove Partners3,724$274.4K
Bridgefront Capital, LLC3,064$225.8K
Skandinaviska Enskilda Banken AB (publ)3,036$223.8K
Hollencrest Capital Management3,001$221.1K
TRUE Private Wealth Advisors3,000$221.1K
MML Investors Services, LLC2,948$217.2K
Sequoia Financial Advisors, LLC2,754$202.9K
Valeo Financial Advisors, LLC2,729$201.1K
Clearstead Advisors, LLC1,833$135.1K
Kestra Advisory Services, LLC1,521$112.1K
Quest Partners LLC437$32.2K
Public Employees Retirement System of Ohio321$23.7K
Financially Speaking Inc250$18.4K
Chesapeake Asset Management LLC153$11.3K
SageView Advisory Group, LLC85$6.26K
International Assets Investment Management, LLC45$3.32K
Cape Investment Advisory, Inc.18$1.33K
Wealth Watch Advisors, INC15$1.10K
Flagship Harbor Advisors, LLC8$590
Optima Capital LLC7$516
UMA Financial Services, Inc.6$443
DV Trading LLC2$147
Turning Point Benefit Group, Inc.2$147

Not filed for Q1 2026 yet (7)

Institutions that held Semtech Corp at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMTC in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc11,858,352$873.8M
Norges Bank119,216$8.79M
Comerica Bank21,659$1.60M
CIBC World Markets Corp5,771$425.3K
Global Retirement Partners, LLC3,792$279.4K
CIBC Private Wealth Group, LLC172$12.7K
Motiv8 Investments LLC20$1.00K