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 |
|---|---|---|---|---|---|
| Park West Asset Management LLC | 221,162 | $35.8M | 2.45% | −163,838−42.6% | Reduced |
| Walleye Capital LLC | 222,602 | $36.0M | 0.17% | +176,872+386.8% | Added |
| New York State Common Retirement Fund | 226,032 | $36.6M | 0.05% | −100,126−30.7% | Reduced |
| Federated Hermes, Inc. | 232,314 | $37.6M | 0.05% | +98,244+73.3% | Added |
| Canada Pension Plan Investment Board | 242,900 | $39.3M | 0.02% | +242,900 | New |
| Public Sector Pension Investment Board | 244,637 | $39.6M | 0.10% | −86,430−26.1% | Reduced |
| Broad Bay Capital Management, LP | 248,700 | $40.3M | 3.81% | −67,300−21.3% | Reduced |
| Voya Investment Management LLC | 254,289 | $41.2M | 0.04% | +225,862+794.5% | Added |
| Emerald Mutual Fund Advisers Trust | 257,359 | $41.7M | 1.46% | −27,678−9.7% | Reduced |
| Alta Park Capital, LP | 257,938 | $41.7M | 3.87% | +257,938 | New |
| Los Angeles Capital Management LLC | 271,083 | $43.9M | 0.16% | +226,457+507.5% | Added |
| D. E. Shaw & Co., Inc. | 272,363 | $44.1M | 0.03% | +272,363 | New |
| Allspring Global Investments Holdings, LLC | 301,807 | $44.4M | 0.07% | +144,345+91.7% | Added |
| Fred Alger Management, LLC | 287,075 | $46.5M | 0.15% | −48,533−14.5% | Reduced |
| Portolan Capital Management, LLC | 294,619 | $47.7M | 1.79% | −37,708−11.3% | Reduced |
| Loomis Sayles & Co L P | 312,528 | $50.6M | 0.06% | +312,528 | New |
| Cramer Rosenthal McGlynn LLC | 328,140 | $53.1M | 2.70% | −86,395−20.8% | Reduced |
| Rhumbline Advisers | 329,536 | $53.3M | 0.04% | +82,274+33.3% | Added |
| Assenagon Asset Management S.A. | 349,688 | $56.6M | 0.07% | −431,315−55.2% | Reduced |
| Citigroup Inc | 353,076 | $57.1M | 0.03% | −157,333−30.8% | Reduced |
| Qube Research & Technologies Ltd | 353,452 | $57.2M | 0.06% | +332,475+1,585.0% | Added |
| Dimensional Fund Advisors LP | 355,275 | $57.5M | 0.01% | −14,875−4.0% | Reduced |
| Colony Capital, Inc. | 361,212 | $58.5M | 3.52% | −199,899−35.6% | Reduced |
| Schroder Investment Management Group | 404,060 | $63.1M | 0.04% | −327,119−44.7% | Reduced |
| Emerald Advisers, LLC | 393,030 | $63.6M | 1.50% | −63,988−14.0% | Reduced |
| GW&K Investment Management, LLC | 405,585 | $65.6M | 0.51% | −71,940−15.1% | Reduced |
| Driehaus Capital Management LLC | 419,633 | $67.9M | 0.39% | −208,823−33.2% | Reduced |
| Lord, Abbett & Co. LLC | 435,138 | $70.4M | 0.20% | −3,786−0.9% | Reduced |
| SEI Investments Co | 464,868 | $75.2M | 0.07% | +106,993+29.9% | Added |
| Franklin Resources Inc | 533,810 | $86.4M | 0.02% | +180,918+51.3% | Added |
| Neuberger Berman Group LLC | 541,321 | $87.4M | 0.06% | −582,701−51.8% | Reduced |
| Bank of New York Mellon Corp | 542,011 | $87.7M | 0.01% | +36,507+7.2% | Added |
| BNP Paribas Arbitrage, SA | 548,769 | $88.8M | 0.05% | +489,392+824.2% | Added |
| Dorsal Capital Management, LLC | 550,000 | $89.0M | 3.20% | −250,000−31.3% | Reduced |
| Atreides Management, LP | 551,214 | $89.2M | 0.80% | +9,402+1.7% | Added |
| Capital International Investors | 552,366 | $89.4M | 0.02% | +15,068+2.8% | Added |
| Nuveen, LLC | 570,498 | $92.3M | 0.02% | −200,622−26.0% | Reduced |
| Massachusetts Financial Services Co | 596,020 | $96.5M | 0.03% | +596,020 | New |
| Vanguard Fiduciary Trust Co | 602,140 | $97.5M | 0.02% | −42,624−6.6% | Reduced |
| Squarepoint Ops LLC | 658,535 | $106.6M | 0.21% | +179,949+37.6% | Added |
| Jennison Associates LLC | 667,291 | $108.0M | 0.06% | −77,089−10.4% | Reduced |
| HRT Financial LP | 668,778 | $108.2M | 0.20% | +668,778 | New |
| Point72 Asset Management, L.P. | 681,875 | $110.4M | 0.17% | +681,875 | New |
| Charles Schwab Investment Management Inc | 684,276 | $110.8M | 0.01% | −312,404−31.3% | Reduced |
| Susquehanna International Group, LLP | 689,330 | $111.6M | 0.10% | +639,374+1,279.9% | Added |
| Nomura Asset Management International Inc. | 700,128 | $113.3M | 0.17% | −1,523,026−68.5% | Reduced |
| Goldman Sachs Group Inc | 720,565 | $116.6M | 0.01% | −180,349−20.0% | Reduced |
| Alliancebernstein L.P. | 1,567,024 | $120.5M | 0.04% | −799,287−33.8% | Reduced |
| Invesco Ltd. | 759,755 | $123.0M | 0.01% | −11,744−1.5% | Reduced |
| Artisan Partners Limited Partnership | 763,924 | $123.6M | 0.20% | −794,110−51.0% | Reduced |
| Citadel Advisors LLC | 783,346 | $126.8M | 0.07% | −322,209−29.1% | Reduced |
| SG Americas Securities, LLC | 787,691 | $127.5M | 0.07% | +662,109+527.2% | Added |
| JPMorgan Chase & Co | 833,668 | $130.8M | 0.01% | +16,793+2.1% | Added |
| Two Sigma Investments, LP | 820,898 | $132.9M | 0.10% | +771,989+1,578.4% | Added |
| UBS Asset Management Americas Inc | 842,125 | $136.3M | 0.02% | +672,447+396.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 851,858 | $137.9M | 0.20% | +851,858 | New |
| Northern Trust Corp | 852,181 | $137.9M | 0.02% | −141,169−14.2% | Reduced |
| Tremblant Capital Group | 887,268 | $143.6M | 4.12% | +887,268 | New |
| Disciplined Growth Investors Inc | 955,033 | $154.6M | 2.62% | −1,251,715−56.7% | Reduced |
| Westfield Capital Management Co LP | 1,133,268 | $183.4M | 0.60% | −147,326−11.5% | Reduced |
| Millennium Management LLC | 1,141,594 | $184.8M | 0.12% | −824,088−41.9% | Reduced |
| UBS Group AG | 1,154,041 | $186.8M | 0.03% | +262,380+29.4% | Added |
| Norges Bank | 1,247,833 | $202.0M | 0.02% | +1,247,833 | New |
| Price T Rowe Associates Inc | 1,347,957 | $218.2M | 0.02% | +1,145,090+564.5% | Added |
| Bank of America Corp | 1,859,782 | $301.0M | 0.02% | +716,468+62.7% | Added |
| Wellington Management Group LLP | 1,915,766 | $310.1M | 0.05% | −468,707−19.7% | Reduced |
| Morgan Stanley | 1,970,198 | $318.9M | 0.02% | +554,170+39.1% | Added |
| Hood River Capital Management LLC | 2,250,382 | $364.2M | 2.64% | −37,147−1.6% | Reduced |
| Geode Capital Management, LLC | 2,253,786 | $366.6M | 0.02% | −272,675−10.8% | Reduced |
| Capital Research Global Investors | 2,954,432 | $478.2M | 0.07% | −1,197,650−28.8% | Reduced |
| Jane Street Group, LLC | 3,351,040 | $542.4M | 0.35% | +2,578,228+333.6% | Added |
| State Street Corp | 3,389,044 | $548.4M | 0.02% | −670,222−16.5% | Reduced |
| Ameriprise Financial Inc | 3,450,916 | $559.0M | 0.11% | −3,999,464−53.7% | Reduced |
| Vanguard Capital Management LLC | 4,199,493 | $679.7M | 0.01% | +54,317+1.3% | Added |
| Vanguard Portfolio Management LLC | 5,328,594 | $862.4M | 0.04% | −1,594,040−23.0% | Reduced |
| BlackRock, Inc. | 9,749,439 | $1.58B | 0.02% | −4,472,780−31.4% | Reduced |
| ABS Investment Management LLC | 162 | – | – | +162 | New |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −370,642−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −344,047−100.0% | Sold out |
| Think Investments LP | 0 | $0 | 0.00% | −217,200−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −74,107−100.0% | Sold out |
| AYAL Capital Advisors Ltd | 0 | $0 | 0.00% | −72,400−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −64,326−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −42,218−100.0% | Sold out |
| Scalar Gauge Management, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −38,980−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −37,852−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −36,978−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −36,808−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| Militia Capital Management LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −27,528−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −26,915−100.0% | Sold out |
| Blue Jean Financial LLC | 0 | $0 | 0.00% | −24,092−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −22,868−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −22,210−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −19,886−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −16,566−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,486−100.0% | Sold out |