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 |
|---|---|---|---|---|---|
| Ardsley Advisory Partners LP | 45,000 | $7.28M | 0.79% | −213,750−82.6% | Reduced |
| Atika Capital Management LLC | 46,000 | $7.45M | 0.74% | +46,000 | New |
| Oak Ridge Investments LLC | 46,095 | $7.46M | 0.42% | +2,720+6.3% | Added |
| EFG International AG | 46,451 | $7.52M | 0.14% | −18,837−28.9% | Reduced |
| Convergence Investment Partners, LLC | 47,461 | $7.68M | 0.73% | +47,461 | New |
| Trexquant Investment LP | 48,190 | $7.80M | 0.05% | −151,755−75.9% | Reduced |
| Prudential Financial Inc | 48,457 | $7.84M | 0.01% | −46,366−48.9% | Reduced |
| Heartland Advisors Inc | 48,572 | $7.86M | 0.35% | −7,681−13.7% | Reduced |
| Envestnet Asset Management Inc | 48,604 | $7.87M | 0.00% | −6,503−11.8% | Reduced |
| MetLife Investment Management | 49,325 | $7.98M | 0.04% | −2,523−4.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 49,936 | $8.08M | 0.03% | +49,936 | New |
| Credit Agricole S A | 50,000 | $8.09M | 0.02% | +30,127+151.6% | Added |
| SIH Partners, LLLP | 50,000 | $8.09M | 0.34% | +50,000 | New |
| Swedbank AB | 52,200 | $8.45M | 0.01% | +52,200 | New |
| Creative Planning | 54,028 | $8.74M | 0.01% | +3,941+7.9% | Added |
| LPL Financial LLC | 55,679 | $9.01M | 0.00% | +22,410+67.4% | Added |
| Mackenzie Financial Corp | 57,964 | $9.38M | 0.01% | +49,037+549.3% | Added |
| Engineers Gate Manager LP | 58,129 | $9.41M | 0.12% | +47,569+450.5% | Added |
| Hodges Capital Management Inc. | 59,193 | $9.58M | 0.63% | −30,332−33.9% | Reduced |
| Wells Fargo & Company | 59,396 | $9.61M | 0.00% | −106,391−64.2% | Reduced |
| Deutsche Bank AG | 59,478 | $9.63M | 0.00% | −88,415−59.8% | Reduced |
| Osterweis Capital Management Inc | 60,445 | $9.78M | 0.46% | +60,445 | New |
| JB Capital LLC | 60,460 | $9.79M | 0.34% | +1,837+3.1% | Added |
| Van Eck Associates Corp | 61,199 | $9.91M | 0.01% | +18,648+43.8% | Added |
| Talos Asset Management LP | 61,300 | $9.92M | 1.46% | +61,300 | New |
| Voloridge Investment Management, LLC | 61,708 | $9.99M | 0.04% | −168,373−73.2% | Reduced |
| AQR Capital Management LLC | 62,156 | $10.1M | 0.00% | −176−0.3% | Reduced |
| Armistice Capital, LLC | 62,380 | $10.1M | 0.28% | +489+0.8% | Added |
| Algert Global LLC | 62,873 | $10.2M | 0.12% | −49,256−43.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 62,973 | $10.2M | 0.20% | +62,973 | New |
| EAM Investors, LLC | 63,295 | $10.2M | 0.91% | +63,295 | New |
| WCM Investment Management, LLC | 66,122 | $10.3M | 0.02% | −120,722−64.6% | Reduced |
| FORA Capital, LLC | 64,439 | $10.4M | 0.72% | +64,439 | New |
| Peregrine Capital Management LLC | 68,462 | $11.1M | 0.36% | +68,462 | New |
| Polymer Capital Management (US) LLC | 69,200 | $11.2M | 1.66% | +69,200 | New |
| Great West Life Assurance Co | 69,818 | $11.3M | 0.02% | −7,604−9.8% | Reduced |
| iA Global Asset Management Inc. | 69,860 | $11.3M | 0.13% | +69,860 | New |
| KP Management LLC | 70,000 | $11.3M | 2.37% | +70,000 | New |
| Manufacturers Life Insurance Company, The | 70,579 | $11.4M | 0.01% | +24,963+54.7% | Added |
| Nomura Holdings Inc | 71,807 | $11.6M | 0.05% | +71,807 | New |
| New York State Teachers Retirement System | 74,262 | $12.0M | 0.02% | −2,320−3.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 74,550 | $12.1M | 0.68% | +74,550 | New |
| BIT Capital GmbH | 75,000 | $12.1M | 0.42% | +75,000 | New |
| State Board of Administration of Florida Retirement System | 78,253 | $12.7M | 0.02% | +58,592+298.0% | Added |
| Mizuho Markets Americas LLC | 80,000 | $12.9M | 0.23% | −1,145−1.4% | Reduced |
| Mutual of America Capital Management LLC | 81,980 | $13.3M | 0.13% | +71,390+674.1% | Added |
| Ossiam | 83,499 | $13.5M | 0.18% | +83,499 | New |
| Nicholas Investment Partners, LP | 84,478 | $13.7M | 0.77% | +12,157+16.8% | Added |
| Freestone Grove Partners LP | 86,512 | $14.0M | 0.09% | +27,688+47.1% | Added |
| Bessemer Group Inc | 87,448 | $14.2M | 0.02% | −1,838−2.1% | Reduced |
| Vanguard Asset Management, Ltd | 88,010 | $14.2M | 0.01% | +5,790+7.0% | Added |
| Pier Capital, LLC | 88,041 | $14.2M | 1.89% | −34,921−28.4% | Reduced |
| G2 Investment Partners Management LLC | 88,083 | $14.3M | 2.60% | +43,185+96.2% | Added |
| Castleark Management LLC | 91,218 | $14.8M | 0.40% | −16,540−15.3% | Reduced |
| Clearline Capital LP | 93,274 | $15.1M | 0.97% | −289,915−75.7% | Reduced |
| Nordea Investment Management AB | 97,542 | $15.3M | 0.01% | −2,082−2.1% | Reduced |
| Man Group plc | 95,639 | $15.5M | 0.03% | −39,644−29.3% | Reduced |
| Candriam Luxembourg S.C.A. | 97,140 | $15.7M | 0.07% | 00.0% | Unchanged |
| Jain Global LLC | 100,396 | $16.2M | 0.19% | +33,060+49.1% | Added |
| Bank of Nova Scotia | 101,406 | $16.4M | 0.02% | +101,406 | New |
| Retirement Systems of Alabama | 101,456 | $16.4M | 0.05% | +101,456 | New |
| Great Lakes Advisors, LLC | 102,682 | $16.6M | 0.13% | −42,468−29.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 103,278 | $16.7M | 0.03% | −81,143−44.0% | Reduced |
| California State Teachers Retirement System | 107,797 | $17.4M | 0.02% | +4,979+4.8% | Added |
| Ardmore Road Asset Management LP | 110,000 | $17.8M | 1.05% | +110,000 | New |
| Kornitzer Capital Management Inc | 111,423 | $18.0M | 0.38% | +57,308+105.9% | Added |
| State of Wisconsin Investment Board | 116,571 | $18.9M | 0.04% | −15,678−11.9% | Reduced |
| Royal Bank of Canada | 117,717 | $19.1M | 0.00% | +79,783+210.3% | Added |
| Palisade Capital Management LLC | 117,972 | $19.1M | 0.83% | −362,998−75.5% | Reduced |
| Tudor Investment Corp Et Al | 118,649 | $19.2M | 0.08% | +58,496+97.2% | Added |
| Silvercrest Asset Management Group LLC | 118,890 | $19.2M | 0.13% | −142,221−54.5% | Reduced |
| Balyasny Asset Management LLC | 120,189 | $19.5M | 0.04% | +102,990+598.8% | Added |
| Arrowstreet Capital, Limited Partnership | 120,327 | $19.5M | 0.01% | +120,327 | New |
| Weiss Asset Management LP | 125,430 | $20.3M | 0.23% | +125,430 | New |
| Cooper Creek Partners Management LLC | 125,796 | $20.4M | 0.85% | −41,656−24.9% | Reduced |
| GF Fund Management Co. Ltd. | 127,000 | $20.6M | 0.25% | +127,000 | New |
| Boothbay Fund Management, LLC | 127,494 | $20.6M | 0.40% | −32,308−20.2% | Reduced |
| Legal & General Group Plc | 127,837 | $20.7M | 0.00% | −81,188−38.8% | Reduced |
| Toroso Investments, LLC | 140,429 | $22.7M | 0.06% | +140,429 | New |
| Royce & Associates LP | 146,923 | $23.8M | 0.19% | −19,716−11.8% | Reduced |
| Victory Capital Management Inc | 153,125 | $24.8M | 0.01% | −42,379−21.7% | Reduced |
| California Public Employees Retirement System | 154,436 | $25.0M | 0.01% | +12,550+8.8% | Added |
| Capital World Investors | 158,165 | $25.6M | 0.00% | +158,165 | New |
| ExodusPoint Capital Management, LP | 160,691 | $26.0M | 0.24% | −12,339−7.1% | Reduced |
| ING Groep NV | 161,400 | $26.1M | 0.13% | +161,400 | New |
| Andar Capital Management HK Ltd | 162,000 | $26.2M | 11.77% | −34,000−17.3% | Reduced |
| Walleye Trading LLC | 165,173 | $26.7M | 0.37% | +164,919+64,928.7% | Added |
| SG Capital Management LLC | 176,004 | $28.5M | 2.58% | +176,004 | New |
| FMR LLC | 182,797 | $29.6M | 0.00% | +86,124+89.1% | Added |
| Swiss National Bank | 186,500 | $30.2M | 0.02% | +3,500+1.9% | Added |
| Westwood Holdings Group Inc. | 187,778 | $30.4M | 0.23% | +187,778 | New |
| Russell Investments Group, Ltd. | 191,186 | $30.9M | 0.03% | +77,729+68.5% | Added |
| Northwestern Mutual Wealth Management Co | 193,626 | $31.3M | 0.02% | +191,743+10,182.8% | Added |
| Fiera Capital Corp | 194,296 | $31.4M | 0.11% | −146,240−42.9% | Reduced |
| E20 Capital Ltd | 200,167 | $32.4M | 2.61% | −83,476−29.4% | Reduced |
| Quadrature Capital Ltd | 204,514 | $33.1M | 0.28% | +204,514 | New |
| Renaissance Technologies LLC | 207,116 | $33.5M | 0.05% | +207,116 | New |
| Principal Financial Group Inc | 210,405 | $34.1M | 0.02% | −242,148−53.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 217,297 | $35.2M | 0.19% | −170,038−43.9% | Reduced |
| First Trust Advisors LP | 217,629 | $35.2M | 0.02% | +101,568+87.5% | Added |