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, Q2 2026
Institutional positions in Semtech Corp as of Jun 30, 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
- 577
- +146 vs. Q1 2026
- Shares held
- 93.3M
- −6.47M (−6.5%) vs. Q1 2026
- Total value
- $15.0B
- +$7.30B (+95.4%) vs. Q1 2026
- New holders
- 198
- 157 more added
- Sold out
- 52
- 185 more reduced
7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Semtech Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 13,453 | $2.18M | 0.01% | −2,374−15.0% | Reduced |
| Centiva Capital, LP | 13,643 | $2.21M | 0.07% | +13,643 | New |
| Aster Capital Management (DIFC) Ltd | 13,831 | $2.24M | 0.48% | +13,281+2,414.7% | Added |
| Lighthouse Investment Partners, LLC | 13,875 | $2.25M | 0.07% | +13,875 | New |
| Two Sigma Securities, LLC | 13,894 | $2.25M | 0.19% | +13,894 | New |
| Cookson Peirce & Co Inc | 14,058 | $2.28M | 0.07% | +1,700+13.8% | Added |
| Pictet Asset Management Holding SA | 14,515 | $2.35M | 0.00% | −662−4.4% | Reduced |
| US Bancorp | 14,563 | $2.36M | 0.00% | +3,108+27.1% | Added |
| Sterling Capital Management LLC | 14,835 | $2.40M | 0.04% | +119+0.8% | Added |
| Bridgewater Associates, LP | 15,294 | $2.48M | 0.01% | −61,641−80.1% | Reduced |
| Verition Fund Management LLC | 15,328 | $2.48M | 0.02% | +15,328 | New |
| Integrated Quantitative Investments LLC | 15,549 | $2.52M | 0.41% | −7,096−31.3% | Reduced |
| Amundi | 16,530 | $2.68M | 0.00% | −4,675−22.0% | Reduced |
| Guggenheim Capital LLC | 16,629 | $2.69M | 0.02% | −266−1.6% | Reduced |
| Illinois Municipal Retirement Fund | 16,835 | $2.72M | 0.03% | −29,721−63.8% | Reduced |
| Quantinno Capital Management LP | 17,123 | $2.77M | 0.00% | +2,781+19.4% | Added |
| Ameritas Investment Partners, Inc. | 17,137 | $2.77M | 0.07% | +9,511+124.7% | Added |
| Nisa Investment Advisors, LLC | 17,657 | $2.86M | 0.01% | −1,195−6.3% | Reduced |
| Voleon Capital Management LP | 17,997 | $2.91M | 0.05% | +17,997 | New |
| Twin Tree Management, LP | 18,176 | $2.94M | 0.46% | +15,870+688.2% | Added |
| Hudson Bay Capital Management LP | 18,260 | $2.96M | 0.01% | +18,260 | New |
| Lazard Asset Management LLC | 18,603 | $3.01M | 0.00% | +15,567+512.7% | Added |
| Sphera Management Technology Funds Ltd | 19,140 | $3.10M | 1.09% | +4,640+32.0% | Added |
| CWM Advisors, LLC | 19,286 | $3.12M | 0.13% | +6,359+49.2% | Added |
| Oregon Public Employees Retirement Fund | 19,300 | $3.12M | 0.03% | −1,834−8.7% | Reduced |
| New Mexico Educational Retirement Board | 19,300 | $3.12M | 0.08% | +19,300 | New |
| Xponance, Inc. | 19,725 | $3.19M | 0.02% | +11,125+129.4% | Added |
| Acadian Asset Management LLC | 19,932 | $3.22M | 0.00% | +8,276+71.0% | Added |
| Jones Financial Companies LLLP | 21,553 | $3.23M | 0.00% | +3,413+18.8% | Added |
| Connors Investor Services Inc | 20,270 | $3.28M | 0.28% | −9,299−31.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 20,535 | $3.32M | 0.03% | −9,748−32.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 20,621 | $3.34M | 0.17% | −16,773−44.9% | Reduced |
| Ameritas Advisory Services, LLC | 20,657 | $3.34M | 0.07% | +20,657 | New |
| Thrivent Financial for Lutherans | 20,677 | $3.35M | 0.01% | −41,091−66.5% | Reduced |
| Edgestream Partners, L.P. | 20,834 | $3.37M | 0.10% | −181−0.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 20,946 | $3.39M | 0.04% | +20,946 | New |
| KLP Kapitalforvaltning AS | 21,100 | $3.42M | 0.01% | +700+3.4% | Added |
| Pacer Advisors, Inc. | 21,108 | $3.42M | 0.01% | +9,581+83.1% | Added |
| Virginia Retirement Systems Et Al | 21,239 | $3.44M | 0.02% | +7,689+56.7% | Added |
| Tower Research Capital LLC (TRC) | 21,284 | $3.44M | 0.08% | +14,535+215.4% | Added |
| XTX Topco Ltd | 21,377 | $3.46M | 0.04% | −14,256−40.0% | Reduced |
| State of Michigan Retirement System | 21,800 | $3.53M | 0.02% | +21,800 | New |
| Summit Creek Advisors LLC | 21,844 | $3.54M | 1.20% | +21,844 | New |
| Persistent Asset Partners Ltd | 21,849 | $3.54M | 1.12% | −9,506−30.3% | Reduced |
| Campbell Newman Asset Management Inc | 22,031 | $3.57M | 0.26% | +1,074+5.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,292 | $3.61M | 0.02% | −593−2.6% | Reduced |
| Fifth Third Bancorp | 22,542 | $3.65M | 0.01% | −428−1.9% | Reduced |
| Elo Mutual Pension Insurance Co | 22,689 | $3.67M | 0.05% | +22,689 | New |
| Navellier & Associates Inc | 22,729 | $3.68M | 0.29% | +22,729 | New |
| Intrinsic Edge Capital Management LLC | 23,000 | $3.72M | 0.46% | +23,000 | New |
| Vanguard Investments Australia, Ltd. | 23,692 | $3.83M | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 24,768 | $4.01M | 0.04% | +24,768 | New |
| Parallax Volatility Advisers, L.P. | 24,894 | $4.03M | 0.15% | +4,843+24.2% | Added |
| Alyeska Investment Group, L.P. | 25,427 | $4.12M | 0.01% | +25,427 | New |
| 1832 Asset Management L.P. | 25,500 | $4.13M | 0.01% | +25,500 | New |
| Yousif Capital Management, LLC | 25,596 | $4.14M | 0.05% | +537+2.1% | Added |
| Arizona State Retirement System | 25,648 | $4.15M | 0.02% | +230+0.9% | Added |
| Public Employees Retirement System of Ohio | 26,420 | $4.28M | 0.01% | +26,420 | New |
| Louisiana State Employees Retirement System | 27,200 | $4.40M | 0.07% | −13,800−33.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 28,442 | $4.60M | 0.05% | +811+2.9% | Added |
| Natixis Advisors, L.P. | 28,590 | $4.63M | 0.01% | −6,294−18.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 28,737 | $4.65M | 0.07% | −53,832−65.2% | Reduced |
| Diker Management LLC | 28,875 | $4.67M | 3.60% | +7,200+33.2% | Added |
| Ariose Capital Management Ltd | 28,991 | $4.69M | 2.00% | +28,991 | New |
| Albar Capital Partners LLP | 29,224 | $4.73M | 0.62% | +29,224 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 29,288 | $4.74M | 0.01% | +18,317+167.0% | Added |
| Apis Capital Advisors, LLC | 30,000 | $4.86M | 0.47% | +30,000 | New |
| State of New Jersey Common Pension Fund D | 30,055 | $4.86M | 0.02% | −2,878−8.7% | Reduced |
| Atom Investors LP | 30,064 | $4.87M | 0.43% | +22,608+303.2% | Added |
| Teachers Retirement System of the State of Kentucky | 30,079 | $4.87M | 0.03% | +130.0% | Added |
| Stifel Financial Corp | 30,313 | $4.91M | 0.00% | +14,157+87.6% | Added |
| Globeflex Capital L P | 30,550 | $4.94M | 0.63% | +30,550 | New |
| Miracle Mile Advisors, LLC | 30,892 | $5.00M | 0.06% | +40.0% | Added |
| STRS Ohio | 31,174 | $5.05M | 0.02% | −19,326−38.3% | Reduced |
| LMR Partners LLP | 31,976 | $5.18M | 0.04% | −297,145−90.3% | Reduced |
| Handelsbanken Fonder AB | 31,988 | $5.18M | 0.01% | +5,400+20.3% | Added |
| KR Capital LP | 32,321 | $5.23M | 0.52% | +13,471+71.5% | Added |
| State of Tennessee, Treasury Department | 32,763 | $5.30M | 0.02% | −2,114−6.1% | Reduced |
| Raymond James Financial Inc | 33,104 | $5.36M | 0.00% | +6,725+25.5% | Added |
| Lisanti Capital Growth, LLC | 33,630 | $5.44M | 1.20% | +2,845+9.2% | Added |
| TimesSquare Capital Management, LLC | 33,693 | $5.45M | 0.08% | +33,693 | New |
| Aquatic Capital Management LLC | 34,544 | $5.59M | 0.19% | +34,544 | New |
| Banco Santander, S.A. | 35,000 | $5.66M | 0.04% | −60,000−63.2% | Reduced |
| Inspire Advisors, LLC | 35,533 | $5.75M | 0.40% | +31,856+866.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,868 | $5.81M | 0.01% | +702+2.0% | Added |
| Janney Montgomery Scott LLC | 36,693 | $5.94M | 0.01% | −3,889−9.6% | Reduced |
| Barclays PLC | 36,730 | $5.94M | 0.00% | +3,392+10.2% | Added |
| Prescott Group Capital Management, L.L.C. | 37,000 | $5.99M | 0.52% | +37,000 | New |
| Tairen Capital Ltd | 37,100 | $6.00M | 0.53% | +37,100 | New |
| Essex Investment Management Co LLC | 38,226 | $6.19M | 0.81% | −12,418−24.5% | Reduced |
| Legato Capital Management LLC | 38,796 | $6.28M | 0.52% | +1,944+5.3% | Added |
| Vanguard Global Advisers, LLC | 39,065 | $6.32M | 0.00% | −2,763−6.6% | Reduced |
| Headlands Technologies LLC | 39,234 | $6.35M | 0.67% | +39,234 | New |
| Treasurer of the State of North Carolina | 39,470 | $6.39M | 0.02% | +39,470 | New |
| Divisadero Street Capital Management, LP | 40,000 | $6.47M | 0.15% | +40,000 | New |
| Scotia Capital Inc. | 41,301 | $6.68M | 0.02% | −1,197−2.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 41,895 | $6.78M | 0.05% | +16,427+64.5% | Added |
| Jupiter Topco LLC | 42,185 | $6.83M | 0.00% | +42,185 | New |
| Marshall Wace, LLP | 42,543 | $6.89M | 0.01% | −826,523−95.1% | Reduced |
| Amalgamated Bank | 43,750 | $7.08M | 0.05% | +17,319+65.5% | Added |