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.
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 | 578 | $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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 99,624 | $7.27M | 0.01% | −4,797−4.6% | Reduced |
| Hodges Capital Management Inc. | 89,525 | $6.88M | 0.57% | +7,202+8.7% | Added |
| Bessemer Group Inc | 89,286 | $6.87M | 0.01% | +25,947+41.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 82,569 | $6.35M | 0.09% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 82,220 | $6.32M | 0.01% | +82,220 | New |
| Mizuho Markets Americas LLC | 81,145 | $6.24M | 0.17% | −3,530−4.2% | Reduced |
| Great West Life Assurance Co | 77,422 | $5.95M | 0.01% | +3,061+4.1% | Added |
| Bridgewater Associates, LP | 76,935 | $5.92M | 0.03% | +76,935 | New |
| New York State Teachers Retirement System | 76,582 | $5.89M | 0.01% | −5,720−7.0% | Reduced |
| Polar Asset Management Partners Inc. | 74,107 | $5.70M | 0.14% | −204,576−73.4% | Reduced |
| AYAL Capital Advisors Ltd | 72,400 | $5.57M | 2.85% | +72,400 | New |
| Nicholas Investment Partners, LP | 72,321 | $5.56M | 0.40% | +7,922+12.3% | Added |
| Jain Global LLC | 67,336 | $5.18M | 0.07% | −31,063−31.6% | Reduced |
| EFG International AG | 65,288 | $5.02M | 0.11% | −23,413−26.4% | Reduced |
| Moody Aldrich Partners LLC | 64,326 | $4.95M | 0.89% | +5,340+9.1% | Added |
| AQR Capital Management LLC | 62,332 | $4.79M | 0.00% | −48−0.1% | Reduced |
| Armistice Capital, LLC | 61,891 | $4.76M | 0.16% | +61,891 | New |
| Thrivent Financial for Lutherans | 61,768 | $4.75M | 0.01% | +2,144+3.6% | Added |
| Janus Henderson Group PLC | 61,443 | $4.72M | 0.00% | +5,699+10.2% | Added |
| Tudor Investment Corp Et Al | 60,153 | $4.63M | 0.02% | +60,153 | New |
| BNP Paribas Arbitrage, SA | 59,377 | $4.57M | 0.00% | −195,893−76.7% | Reduced |
| Freestone Grove Partners LP | 58,824 | $4.52M | 0.03% | −218,810−78.8% | Reduced |
| JB Capital LLC | 58,623 | $4.51M | 0.18% | −8,461−12.6% | Reduced |
| Heartland Advisors Inc | 56,253 | $4.33M | 0.22% | −8,079−12.6% | Reduced |
| Envestnet Asset Management Inc | 55,107 | $4.24M | 0.00% | −2,813−4.9% | Reduced |
| Kornitzer Capital Management Inc | 54,115 | $4.16M | 0.09% | +54,115 | New |
| MetLife Investment Management | 51,848 | $3.99M | 0.02% | +2,929+6.0% | Added |
| Essex Investment Management Co LLC | 50,644 | $3.89M | 0.62% | +937+1.9% | Added |
| STRS Ohio | 50,500 | $3.88M | 0.02% | +2,400+5.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 50,466 | $3.88M | 0.01% | −7,037−12.2% | Reduced |
| Creative Planning | 50,087 | $3.85M | 0.00% | +6,218+14.2% | Added |
| Susquehanna International Group, LLP | 49,956 | $3.84M | 0.00% | +49,956 | New |
| State of Alaska, Department of Revenue | 49,897 | $3.84M | 0.04% | +1,571+3.3% | Added |
| Two Sigma Investments, LP | 48,909 | $3.76M | 0.00% | −166,445−77.3% | Reduced |
| Illinois Municipal Retirement Fund | 46,556 | $3.58M | 0.05% | +2,750+6.3% | Added |
| Walleye Capital LLC | 45,730 | $3.52M | 0.02% | +10,630+30.3% | Added |
| Manufacturers Life Insurance Company, The | 45,616 | $3.51M | 0.00% | +1,778+4.1% | Added |
| G2 Investment Partners Management LLC | 44,898 | $3.45M | 0.85% | +44,898 | New |
| Los Angeles Capital Management LLC | 44,626 | $3.43M | 0.01% | −4,689−9.5% | Reduced |
| Oak Ridge Investments LLC | 43,375 | $3.34M | 0.22% | +476+1.1% | Added |
| Van Eck Associates Corp | 42,551 | $3.27M | 0.00% | −15,750−27.0% | Reduced |
| Scotia Capital Inc. | 42,498 | $3.27M | 0.01% | −105−0.2% | Reduced |
| SummitTX Capital, L.P. | 42,218 | $3.25M | 0.10% | −82,506−66.2% | Reduced |
| Vanguard Global Advisers, LLC | 41,828 | $3.22M | 0.00% | +41,828 | New |
| Jefferies Financial Group Inc. | 41,317 | $3.18M | 0.04% | +41,317 | New |
| Katamaran Capital LLP | 41,082 | $3.16M | 2.81% | +24,567+148.8% | Added |
| Louisiana State Employees Retirement System | 41,000 | $3.15M | 0.06% | +1,300+3.3% | Added |
| Truist Financial Corp | 40,737 | $3.13M | 0.00% | +31,512+341.6% | Added |
| Janney Montgomery Scott LLC | 40,582 | $3.12M | 0.01% | +1,899+4.9% | Added |
| Scalar Gauge Management, LLC | 40,000 | $3.08M | 2.97% | +40,000 | New |
| Intech Investment Management LLC | 39,032 | $3.00M | 0.03% | −4,019−9.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 38,980 | $3.00M | 0.03% | 00.0% | Unchanged |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 38,939 | $2.99M | 0.66% | −9,900−20.3% | Reduced |
| Royal Bank of Canada | 37,934 | $2.92M | 0.00% | −8,275−17.9% | Reduced |
| Gotham Asset Management, LLC | 37,852 | $2.91M | 0.01% | +9,092+31.6% | Added |
| Knights of Columbus Asset Advisors LLC | 37,394 | $2.88M | 0.16% | −239−0.6% | Reduced |
| Congress Asset Management Co | 36,978 | $2.84M | 0.02% | +36,978 | New |
| Legato Capital Management LLC | 36,852 | $2.83M | 0.26% | −1,983−5.1% | Reduced |
| Twinbeech Capital LP | 36,808 | $2.83M | 0.29% | +36,808 | New |
| XTX Topco Ltd | 35,633 | $2.74M | 0.05% | +27,960+364.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,166 | $2.70M | 0.01% | +5,867+20.0% | Added |
| Natixis Advisors, L.P. | 34,884 | $2.68M | 0.00% | −2,934−7.8% | Reduced |
| State of Tennessee, Treasury Department | 34,877 | $2.68M | 0.01% | +655+1.9% | Added |
| Barclays PLC | 33,338 | $2.56M | 0.00% | −106,755−76.2% | Reduced |
| LPL Financial LLC | 33,269 | $2.56M | 0.00% | +6,678+25.1% | Added |
| State of New Jersey Common Pension Fund D | 32,933 | $2.53M | 0.01% | −1,461−4.2% | Reduced |
| Paloma Partners Management Co | 31,500 | $2.42M | 1.37% | +31,500 | New |
| Persistent Asset Partners Ltd | 31,355 | $2.41M | 0.94% | +31,355 | New |
| Miracle Mile Advisors, LLC | 30,888 | $2.37M | 0.03% | 00.0% | Unchanged |
| Lisanti Capital Growth, LLC | 30,785 | $2.37M | 0.60% | −23,255−43.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 30,283 | $2.33M | 0.03% | +18,266+152.0% | Added |
| Teachers Retirement System of the State of Kentucky | 30,066 | $2.31M | 0.02% | +8,355+38.5% | Added |
| Militia Capital Management LLC | 30,000 | $2.31M | 0.52% | +30,000 | New |
| Connors Investor Services Inc | 29,569 | $2.27M | 0.21% | −31,085−51.2% | Reduced |
| Maxi Investments CY Ltd | 29,000 | $2.23M | 0.49% | +29,000 | New |
| Voya Investment Management LLC | 28,427 | $2.19M | 0.00% | +106+0.4% | Added |
| Gilder Gagnon Howe & Co LLC | 27,631 | $2.12M | 0.03% | −5,840−17.4% | Reduced |
| PEAK6 LLC | 27,528 | $2.12M | 0.06% | +27,528 | New |
| Moody National Bank Trust Division | 26,915 | $2.07M | 0.20% | −1,253−4.4% | Reduced |
| Handelsbanken Fonder AB | 26,588 | $2.04M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 26,431 | $2.03M | 0.02% | +1,147+4.5% | Added |
| Raymond James Financial Inc | 26,379 | $2.03M | 0.00% | +1,544+6.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 25,468 | $1.96M | 0.02% | +1,820+7.7% | Added |
| Arizona State Retirement System | 25,418 | $1.95M | 0.01% | +1,148+4.7% | Added |
| Yousif Capital Management, LLC | 25,059 | $1.93M | 0.02% | +1,487+6.3% | Added |
| Blue Jean Financial LLC | 24,092 | $1.85M | 1.53% | +24,092 | New |
| Vanguard Investments Australia, Ltd. | 23,692 | $1.82M | 0.01% | +23,692 | New |
| Fifth Third Bancorp | 22,970 | $1.77M | 0.00% | +22,044+2,380.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,885 | $1.76M | 0.01% | +1,403+6.5% | Added |
| Boston Partners | 22,868 | $1.76M | 0.00% | −9,469−29.3% | Reduced |
| Integrated Quantitative Investments LLC | 22,645 | $1.74M | 0.32% | +2,936+14.9% | Added |
| Shay Capital LLC | 22,210 | $1.71M | 0.24% | +22,210 | New |
| Diker Management LLC | 21,675 | $1.67M | 1.49% | +11,675+116.8% | Added |
| Amundi | 21,205 | $1.63M | 0.00% | +3,567+20.2% | Added |
| Oregon Public Employees Retirement Fund | 21,134 | $1.62M | 0.02% | +1,298+6.5% | Added |
| Edgestream Partners, L.P. | 21,015 | $1.62M | 0.05% | −18,135−46.3% | Reduced |
| Qube Research & Technologies Ltd | 20,977 | $1.61M | 0.00% | −12,786−37.9% | Reduced |
| Campbell Newman Asset Management Inc | 20,957 | $1.61M | 0.13% | +20,957 | New |
| KLP Kapitalforvaltning AS | 20,400 | $1.57M | 0.01% | +800+4.1% | Added |
| Parallax Volatility Advisers, L.P. | 20,051 | $1.54M | 0.07% | +51+0.3% | Added |