Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2026 vs. Q1 2026

How the institutions holding Semtech Corp changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of SMTC: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders4387578+147
Shares99.9M94.0K93.3M−6.47M (−6.5%)
Value$7.66B$7.15M$15.0B+$7.30B (+95.4%)

7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (199)

Institutions that held Semtech Corp at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 199 by value.

Institutions new to SMTC in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank1,247,833$202.0M0.02%
Tremblant Capital Group887,268$143.6M4.12%
Healthcare of Ontario Pension Plan Trust Fund851,858$137.9M0.20%
Point72 Asset Management, L.P.681,875$110.4M0.17%
HRT Financial LP668,778$108.2M0.20%
Massachusetts Financial Services Co596,020$96.5M0.03%
Loomis Sayles & Co L P312,528$50.6M0.06%
D. E. Shaw & Co., Inc.272,363$44.1M0.03%
Alta Park Capital, LP257,938$41.7M3.87%
Canada Pension Plan Investment Board242,900$39.3M0.02%
Renaissance Technologies LLC207,116$33.5M0.05%
Quadrature Capital Ltd204,514$33.1M0.28%
Westwood Holdings Group Inc.187,778$30.4M0.23%
SG Capital Management LLC176,004$28.5M2.58%
ING Groep NV161,400$26.1M0.13%
Capital World Investors158,165$25.6M0.00%
Toroso Investments, LLC140,429$22.7M0.06%
GF Fund Management Co. Ltd.127,000$20.6M0.25%
Weiss Asset Management LP125,430$20.3M0.23%
Arrowstreet Capital, Limited Partnership120,327$19.5M0.01%
Ardmore Road Asset Management LP110,000$17.8M1.05%
Retirement Systems of Alabama101,456$16.4M0.05%
Bank of Nova Scotia101,406$16.4M0.02%
Ossiam83,499$13.5M0.18%
BIT Capital GmbH75,000$12.1M0.42%
Catalyst Funds Management Pty Ltd74,550$12.1M0.68%
Nomura Holdings Inc71,807$11.6M0.05%
KP Management LLC70,000$11.3M2.37%
iA Global Asset Management Inc.69,860$11.3M0.13%
Polymer Capital Management (US) LLC69,200$11.2M1.66%
Peregrine Capital Management LLC68,462$11.1M0.36%
FORA Capital, LLC64,439$10.4M0.72%
EAM Investors, LLC63,295$10.2M0.91%
Y-Intercept (Hong Kong) Ltd62,973$10.2M0.20%
Talos Asset Management LP61,300$9.92M1.46%
Osterweis Capital Management Inc60,445$9.78M0.46%
Swedbank AB52,200$8.45M0.01%
SIH Partners, LLLP50,000$8.09M0.34%
Jacobs Levy Equity Management, Inc49,936$8.08M0.03%
Convergence Investment Partners, LLC47,461$7.68M0.73%
Atika Capital Management LLC46,000$7.45M0.74%
Jupiter Topco LLC42,185$6.83M0.00%
Divisadero Street Capital Management, LP40,000$6.47M0.15%
Treasurer of the State of North Carolina39,470$6.39M0.02%
Headlands Technologies LLC39,234$6.35M0.67%
Tairen Capital Ltd37,100$6.00M0.53%
Prescott Group Capital Management, L.L.C.37,000$5.99M0.52%
Aquatic Capital Management LLC34,544$5.59M0.19%
TimesSquare Capital Management, LLC33,693$5.45M0.08%
Globeflex Capital L P30,550$4.94M0.63%
Apis Capital Advisors, LLC30,000$4.86M0.47%
Albar Capital Partners LLP29,224$4.73M0.62%
Ariose Capital Management Ltd28,991$4.69M2.00%
Public Employees Retirement System of Ohio26,420$4.28M0.01%
1832 Asset Management L.P.25,500$4.13M0.01%
Alyeska Investment Group, L.P.25,427$4.12M0.01%
Jump Financial, LLC24,768$4.01M0.04%
Intrinsic Edge Capital Management LLC23,000$3.72M0.46%
Navellier & Associates Inc22,729$3.68M0.29%
Elo Mutual Pension Insurance Co22,689$3.67M0.05%
Summit Creek Advisors LLC21,844$3.54M1.20%
State of Michigan Retirement System21,800$3.53M0.02%
Northwestern Mutual Investment Management Company, LLC20,946$3.39M0.04%
Ameritas Advisory Services, LLC20,657$3.34M0.07%
New Mexico Educational Retirement Board19,300$3.12M0.08%
Hudson Bay Capital Management LP18,260$2.96M0.01%
Voleon Capital Management LP17,997$2.91M0.05%
Verition Fund Management LLC15,328$2.48M0.02%
Two Sigma Securities, LLC13,894$2.25M0.19%
Lighthouse Investment Partners, LLC13,875$2.25M0.07%
Centiva Capital, LP13,643$2.21M0.07%
HSBC Holdings PLC12,665$2.02M0.00%
Marshall Financial Group LLC12,320$1.99M0.29%
New York Life Investment Management LLC12,128$1.96M0.01%
Artemis Wealth Advisors, LLC11,000$1.78M0.21%
Fox Run Management, L.L.C.10,415$1.69M0.28%
Group One Trading, L.P.10,366$1.68M0.05%
GatePass Capital, LLC10,006$1.62M0.62%
Zacks Investment Management9,762$1.58M0.01%
Resources Investment Advisors, LLC.8,122$1.31M0.01%
Dark Forest Capital Management LP7,734$1.25M0.08%
Dakota Wealth Management7,668$1.24M0.02%
Williamson Legacy Group, LLC7,424$1.20M0.60%
Himension Fund6,886$1.11M0.07%
Yorktown Management & Research Co Inc6,850$1.11M0.68%
J. Goldman & Co LP6,588$1.07M0.04%
Simplex Trading, LLC6,560$1.06M0.03%
Federation des caisses Desjardins du Quebec6,531$1.06M0.00%
Mitsubishi UFJ Trust & Banking Corp6,475$1.05M0.00%
Aigen Investment Management, LP6,286$1.02M0.28%
Jackson Creek Investment Advisors LLC8,490$1.00M0.33%
Financiere des Professionnels - Fonds d,investissement inc.5,845$946.0K0.05%
Global Retirement Partners, LLC5,836$944.6K0.01%
Securian Asset Management, Inc6,867$858.1K0.03%
Blackstone Group Inc.5,224$845.5K0.00%
Vise Technologies, Inc.5,021$812.6K0.01%
Fieldview Capital Management, LLC4,863$787.1K0.22%
Utah Retirement Systems4,835$782.5K0.01%
Magnetar Financial LLC4,739$767.0K0.01%
Goldstream Capital Management Ltd4,716$763.3K0.91%

Sold out (52)

Institutions that held Semtech Corp at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of SMTC in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Granahan Investment Management Inc370,642$28.5M
Sora Investors LLC344,047$26.5M
Think Investments LP217,200$16.7M
Polar Asset Management Partners Inc.74,107$5.70M
AYAL Capital Advisors Ltd72,400$5.57M
Moody Aldrich Partners LLC64,326$4.95M
SummitTX Capital, L.P.42,218$3.25M
Scalar Gauge Management, LLC40,000$3.08M
B. Metzler seel. Sohn & Co. AG38,980$3.00M
Gotham Asset Management, LLC37,852$2.91M
Congress Asset Management Co36,978$2.84M
Twinbeech Capital LP36,808$2.83M
Paloma Partners Management Co31,500$2.42M
Militia Capital Management LLC30,000$2.31M
PEAK6 LLC27,528$2.12M
Moody National Bank Trust Division26,915$2.07M
Blue Jean Financial LLC24,092$1.85M
Boston Partners22,868$1.76M
Shay Capital LLC22,210$1.71M
Icon Advisers Inc20,000$1.54M
Havemeyer Place LP19,886$1.53M
Harbor Capital Advisors, Inc.16,566$1.27M
Landscape Capital Management, L.L.C.12,486$960.0K
Allstate Corp11,193$860.6K
Empowered Funds, LLC7,103$546.1K
EP Wealth Advisors, LLC6,599$507.4K
Sierra Summit Advisors LLC5,968$458.9K
Alight Capital Management LP5,000$384.4K
CIBC Bancorp USA Inc.4,758$365.8K
Natixis4,350$334.5K
GTS Securities LLC3,712$285.4K
SEB Asset Management AB3,036$233.4K
Abacus Wealth Partners, LLC2,673$205.5K
Concentric Capital Strategies, LP2,632$202.4K
ABS Direct Equity Fund LLC1,100$117.8K
Salomon & Ludwin, LLC948$78.4K
Sound Income Strategies, LLC776$62.1K
MAI Capital Management480$36.9K
Twin Peaks Wealth Advisors, LLC264$20.3K
Eastern Bank217$16.7K
Ronald Blue Trust, Inc.200$15.4K
Optiver Holding B.V.107$8.23K
Root Financial Partners, LLC70$5.38K
Annis Gardner Whiting Capital Advisors, LLC47$3.61K
Scarborough Advisors, LLC45$3.46K
Golden State Equity Partners18$1.38K
GWM Advisors LLC15$1.15K
Gilpin Wealth Management, LLC14$1.08K
Ankerstar Wealth, LLC14$1.08K
Rachor Investment Advisory Services, LLC5$385
Abound Wealth Management4$308
Wolverine Asset Management LLC2$154

Not filed for Q2 2026 yet (7)

Institutions that held Semtech Corp at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMTC in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC61,443$4.72M
Boussard & Gavaudan Investment Management LLP20,620$1.51M
Journey Strategic Wealth LLC5,748$442.0K
Skopos Labs, Inc.3,090$237.6K
CWM, LLC2,973$228.6K
Sapience Investments, LLC91$7.00K
Sunbelt Securities, Inc.6$461