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 15 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 |
|---|---|---|---|---|---|
| Citigroup Inc | 510,409 | $39.2M | 0.02% | +483,880+1,824.0% | Added |
| Capital International Investors | 537,298 | $41.3M | 0.01% | 00.0% | Unchanged |
| Atreides Management, LP | 541,812 | $41.7M | 1.01% | −149,779−21.7% | Reduced |
| Colony Capital, Inc. | 561,111 | $43.1M | 2.74% | +561,111 | New |
| Driehaus Capital Management LLC | 628,456 | $48.3M | 0.36% | −302,849−32.5% | Reduced |
| Vanguard Fiduciary Trust Co | 644,764 | $49.6M | 0.01% | +644,764 | New |
| Schroder Investment Management Group | 731,179 | $51.6M | 0.04% | −99,749−12.0% | Reduced |
| Jennison Associates LLC | 744,380 | $57.2M | 0.04% | +100,552+15.6% | Added |
| JPMorgan Chase & Co | 816,875 | $57.7M | 0.00% | +433,194+112.9% | Added |
| Nuveen, LLC | 771,120 | $59.3M | 0.02% | −267,110−25.7% | Reduced |
| Invesco Ltd. | 771,499 | $59.3M | 0.01% | −479,605−38.3% | Reduced |
| Jane Street Group, LLC | 772,812 | $59.4M | 0.06% | +590,488+323.9% | Added |
| Assenagon Asset Management S.A. | 781,003 | $60.1M | 0.10% | +596,373+323.0% | Added |
| Dorsal Capital Management, LLC | 800,000 | $61.5M | 2.45% | +800,000 | New |
| Marshall Wace, LLP | 869,066 | $66.8M | 0.07% | +852,300+5,083.5% | Added |
| UBS Group AG | 891,661 | $68.6M | 0.01% | +290,537+48.3% | Added |
| Goldman Sachs Group Inc | 900,914 | $69.3M | 0.01% | +123,233+15.8% | Added |
| Northern Trust Corp | 993,350 | $76.4M | 0.01% | +71,581+7.8% | Added |
| Charles Schwab Investment Management Inc | 996,680 | $76.6M | 0.01% | +12,489+1.3% | Added |
| Citadel Advisors LLC | 1,105,555 | $85.0M | 0.06% | −564,663−33.8% | Reduced |
| Neuberger Berman Group LLC | 1,124,022 | $86.2M | 0.07% | +192,075+20.6% | Added |
| Bank of America Corp | 1,143,314 | $87.9M | 0.01% | +135,287+13.4% | Added |
| Westfield Capital Management Co LP | 1,280,594 | $98.5M | 0.41% | −1,168,018−47.7% | Reduced |
| Morgan Stanley | 1,416,028 | $108.9M | 0.01% | +26,771+1.9% | Added |
| Artisan Partners Limited Partnership | 1,558,034 | $119.8M | 0.20% | +1,064,429+215.6% | Added |
| Millennium Management LLC | 1,965,682 | $151.1M | 0.11% | +923,952+88.7% | Added |
| Disciplined Growth Investors Inc | 2,206,748 | $169.7M | 3.47% | −594,543−21.2% | Reduced |
| Nomura Asset Management International Inc. | 2,223,154 | $170.9M | 0.29% | −230,140−9.4% | Reduced |
| Alliancebernstein L.P. | 2,366,311 | $174.4M | 0.06% | −598,878−20.2% | Reduced |
| Hood River Capital Management LLC | 2,287,529 | $175.9M | 1.76% | +51,305+2.3% | Added |
| Wellington Management Group LLP | 2,384,473 | $183.3M | 0.03% | +44,130+1.9% | Added |
| Geode Capital Management, LLC | 2,526,461 | $194.3M | 0.01% | +427,428+20.4% | Added |
| State Street Corp | 4,059,266 | $312.1M | 0.01% | +211,021+5.5% | Added |
| Vanguard Capital Management LLC | 4,145,176 | $318.7M | 0.01% | +4,145,176 | New |
| Capital Research Global Investors | 4,152,082 | $319.3M | 0.05% | −350,638−7.8% | Reduced |
| Vanguard Portfolio Management LLC | 6,922,634 | $532.3M | 0.03% | +6,922,634 | New |
| Ameriprise Financial Inc | 7,450,380 | $572.6M | 0.13% | −101,872−1.3% | Reduced |
| BlackRock, Inc. | 14,222,219 | $1.09B | 0.02% | +1,033,164+7.8% | Added |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −3,901,469−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −1,987,888−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,208,272−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −283,726−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −94,424−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −82,221−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −47,883−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −47,654−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −41,300−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −38,535−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −23,112−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −17,605−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −13,796−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −11,504−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,263−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −10,071−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,936−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −6,724−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,437−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,691−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −4,226−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −3,724−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,064−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −3,036−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −3,001−100.0% | Sold out |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −2,948−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,754−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,729−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,833−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,521−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −437−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| Financially Speaking Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Motiv8 Investments LLC | – | – | – | – | Not filed |