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 |
|---|---|---|---|---|---|
| GF Fund Management Co. Ltd. | 127,000 | $20.6M | 0.25% | +127,000 | New |
| Cooper Creek Partners Management LLC | 125,796 | $20.4M | 0.85% | −41,656−24.9% | Reduced |
| Weiss Asset Management LP | 125,430 | $20.3M | 0.23% | +125,430 | New |
| Arrowstreet Capital, Limited Partnership | 120,327 | $19.5M | 0.01% | +120,327 | New |
| Balyasny Asset Management LLC | 120,189 | $19.5M | 0.04% | +102,990+598.8% | Added |
| Silvercrest Asset Management Group LLC | 118,890 | $19.2M | 0.13% | −142,221−54.5% | Reduced |
| Tudor Investment Corp Et Al | 118,649 | $19.2M | 0.08% | +58,496+97.2% | Added |
| Palisade Capital Management LLC | 117,972 | $19.1M | 0.83% | −362,998−75.5% | Reduced |
| Royal Bank of Canada | 117,717 | $19.1M | 0.00% | +79,783+210.3% | Added |
| State of Wisconsin Investment Board | 116,571 | $18.9M | 0.04% | −15,678−11.9% | Reduced |
| Kornitzer Capital Management Inc | 111,423 | $18.0M | 0.38% | +57,308+105.9% | Added |
| Ardmore Road Asset Management LP | 110,000 | $17.8M | 1.05% | +110,000 | New |
| California State Teachers Retirement System | 107,797 | $17.4M | 0.02% | +4,979+4.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 103,278 | $16.7M | 0.03% | −81,143−44.0% | Reduced |
| Great Lakes Advisors, LLC | 102,682 | $16.6M | 0.13% | −42,468−29.3% | Reduced |
| Retirement Systems of Alabama | 101,456 | $16.4M | 0.05% | +101,456 | New |
| Bank of Nova Scotia | 101,406 | $16.4M | 0.02% | +101,406 | New |
| Jain Global LLC | 100,396 | $16.2M | 0.19% | +33,060+49.1% | Added |
| Candriam Luxembourg S.C.A. | 97,140 | $15.7M | 0.07% | 00.0% | Unchanged |
| Man Group plc | 95,639 | $15.5M | 0.03% | −39,644−29.3% | Reduced |
| Nordea Investment Management AB | 97,542 | $15.3M | 0.01% | −2,082−2.1% | Reduced |
| Clearline Capital LP | 93,274 | $15.1M | 0.97% | −289,915−75.7% | Reduced |
| Castleark Management LLC | 91,218 | $14.8M | 0.40% | −16,540−15.3% | Reduced |
| G2 Investment Partners Management LLC | 88,083 | $14.3M | 2.60% | +43,185+96.2% | Added |
| Pier Capital, LLC | 88,041 | $14.2M | 1.89% | −34,921−28.4% | Reduced |
| Vanguard Asset Management, Ltd | 88,010 | $14.2M | 0.01% | +5,790+7.0% | Added |
| Bessemer Group Inc | 87,448 | $14.2M | 0.02% | −1,838−2.1% | Reduced |
| Freestone Grove Partners LP | 86,512 | $14.0M | 0.09% | +27,688+47.1% | Added |
| Nicholas Investment Partners, LP | 84,478 | $13.7M | 0.77% | +12,157+16.8% | Added |
| Ossiam | 83,499 | $13.5M | 0.18% | +83,499 | New |
| Mutual of America Capital Management LLC | 81,980 | $13.3M | 0.13% | +71,390+674.1% | Added |
| Mizuho Markets Americas LLC | 80,000 | $12.9M | 0.23% | −1,145−1.4% | Reduced |
| State Board of Administration of Florida Retirement System | 78,253 | $12.7M | 0.02% | +58,592+298.0% | Added |
| BIT Capital GmbH | 75,000 | $12.1M | 0.42% | +75,000 | New |
| Catalyst Funds Management Pty Ltd | 74,550 | $12.1M | 0.68% | +74,550 | New |
| New York State Teachers Retirement System | 74,262 | $12.0M | 0.02% | −2,320−3.0% | Reduced |
| Nomura Holdings Inc | 71,807 | $11.6M | 0.05% | +71,807 | New |
| Manufacturers Life Insurance Company, The | 70,579 | $11.4M | 0.01% | +24,963+54.7% | Added |
| KP Management LLC | 70,000 | $11.3M | 2.37% | +70,000 | New |
| iA Global Asset Management Inc. | 69,860 | $11.3M | 0.13% | +69,860 | New |
| Great West Life Assurance Co | 69,818 | $11.3M | 0.02% | −7,604−9.8% | Reduced |
| Polymer Capital Management (US) LLC | 69,200 | $11.2M | 1.66% | +69,200 | New |
| Peregrine Capital Management LLC | 68,462 | $11.1M | 0.36% | +68,462 | New |
| FORA Capital, LLC | 64,439 | $10.4M | 0.72% | +64,439 | New |
| WCM Investment Management, LLC | 66,122 | $10.3M | 0.02% | −120,722−64.6% | Reduced |
| EAM Investors, LLC | 63,295 | $10.2M | 0.91% | +63,295 | New |
| Y-Intercept (Hong Kong) Ltd | 62,973 | $10.2M | 0.20% | +62,973 | New |
| Algert Global LLC | 62,873 | $10.2M | 0.12% | −49,256−43.9% | Reduced |
| Armistice Capital, LLC | 62,380 | $10.1M | 0.28% | +489+0.8% | Added |
| AQR Capital Management LLC | 62,156 | $10.1M | 0.00% | −176−0.3% | Reduced |
| Voloridge Investment Management, LLC | 61,708 | $9.99M | 0.04% | −168,373−73.2% | Reduced |
| Talos Asset Management LP | 61,300 | $9.92M | 1.46% | +61,300 | New |
| Van Eck Associates Corp | 61,199 | $9.91M | 0.01% | +18,648+43.8% | Added |
| JB Capital LLC | 60,460 | $9.79M | 0.34% | +1,837+3.1% | Added |
| Osterweis Capital Management Inc | 60,445 | $9.78M | 0.46% | +60,445 | New |
| Deutsche Bank AG | 59,478 | $9.63M | 0.00% | −88,415−59.8% | Reduced |
| Wells Fargo & Company | 59,396 | $9.61M | 0.00% | −106,391−64.2% | Reduced |
| Hodges Capital Management Inc. | 59,193 | $9.58M | 0.63% | −30,332−33.9% | Reduced |
| Engineers Gate Manager LP | 58,129 | $9.41M | 0.12% | +47,569+450.5% | Added |
| Mackenzie Financial Corp | 57,964 | $9.38M | 0.01% | +49,037+549.3% | Added |
| LPL Financial LLC | 55,679 | $9.01M | 0.00% | +22,410+67.4% | Added |
| Creative Planning | 54,028 | $8.74M | 0.01% | +3,941+7.9% | Added |
| Swedbank AB | 52,200 | $8.45M | 0.01% | +52,200 | 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 |
| Jacobs Levy Equity Management, Inc | 49,936 | $8.08M | 0.03% | +49,936 | New |
| MetLife Investment Management | 49,325 | $7.98M | 0.04% | −2,523−4.9% | Reduced |
| Envestnet Asset Management Inc | 48,604 | $7.87M | 0.00% | −6,503−11.8% | Reduced |
| Heartland Advisors Inc | 48,572 | $7.86M | 0.35% | −7,681−13.7% | Reduced |
| Prudential Financial Inc | 48,457 | $7.84M | 0.01% | −46,366−48.9% | Reduced |
| Trexquant Investment LP | 48,190 | $7.80M | 0.05% | −151,755−75.9% | Reduced |
| Convergence Investment Partners, LLC | 47,461 | $7.68M | 0.73% | +47,461 | New |
| EFG International AG | 46,451 | $7.52M | 0.14% | −18,837−28.9% | Reduced |
| Oak Ridge Investments LLC | 46,095 | $7.46M | 0.42% | +2,720+6.3% | Added |
| Atika Capital Management LLC | 46,000 | $7.45M | 0.74% | +46,000 | New |
| Ardsley Advisory Partners LP | 45,000 | $7.28M | 0.79% | −213,750−82.6% | Reduced |
| Amalgamated Bank | 43,750 | $7.08M | 0.05% | +17,319+65.5% | Added |
| Marshall Wace, LLP | 42,543 | $6.89M | 0.01% | −826,523−95.1% | Reduced |
| Jupiter Topco LLC | 42,185 | $6.83M | 0.00% | +42,185 | New |
| Police & Firemen's Retirement System of New Jersey | 41,895 | $6.78M | 0.05% | +16,427+64.5% | Added |
| Scotia Capital Inc. | 41,301 | $6.68M | 0.02% | −1,197−2.8% | Reduced |
| Divisadero Street Capital Management, LP | 40,000 | $6.47M | 0.15% | +40,000 | New |
| Treasurer of the State of North Carolina | 39,470 | $6.39M | 0.02% | +39,470 | New |
| Headlands Technologies LLC | 39,234 | $6.35M | 0.67% | +39,234 | New |
| Vanguard Global Advisers, LLC | 39,065 | $6.32M | 0.00% | −2,763−6.6% | Reduced |
| Legato Capital Management LLC | 38,796 | $6.28M | 0.52% | +1,944+5.3% | Added |
| Essex Investment Management Co LLC | 38,226 | $6.19M | 0.81% | −12,418−24.5% | Reduced |
| Tairen Capital Ltd | 37,100 | $6.00M | 0.53% | +37,100 | New |
| Prescott Group Capital Management, L.L.C. | 37,000 | $5.99M | 0.52% | +37,000 | New |
| Barclays PLC | 36,730 | $5.94M | 0.00% | +3,392+10.2% | Added |
| Janney Montgomery Scott LLC | 36,693 | $5.94M | 0.01% | −3,889−9.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,868 | $5.81M | 0.01% | +702+2.0% | Added |
| Inspire Advisors, LLC | 35,533 | $5.75M | 0.40% | +31,856+866.4% | Added |
| Banco Santander, S.A. | 35,000 | $5.66M | 0.04% | −60,000−63.2% | Reduced |
| Aquatic Capital Management LLC | 34,544 | $5.59M | 0.19% | +34,544 | New |
| TimesSquare Capital Management, LLC | 33,693 | $5.45M | 0.08% | +33,693 | New |
| Lisanti Capital Growth, LLC | 33,630 | $5.44M | 1.20% | +2,845+9.2% | Added |
| Raymond James Financial Inc | 33,104 | $5.36M | 0.00% | +6,725+25.5% | Added |
| State of Tennessee, Treasury Department | 32,763 | $5.30M | 0.02% | −2,114−6.1% | Reduced |
| KR Capital LP | 32,321 | $5.23M | 0.52% | +13,471+71.5% | Added |