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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 31,988 | $5.18M | 0.01% | +5,400+20.3% | Added |
| LMR Partners LLP | 31,976 | $5.18M | 0.04% | −297,145−90.3% | Reduced |
| STRS Ohio | 31,174 | $5.05M | 0.02% | −19,326−38.3% | Reduced |
| Miracle Mile Advisors, LLC | 30,892 | $5.00M | 0.06% | +40.0% | Added |
| Globeflex Capital L P | 30,550 | $4.94M | 0.63% | +30,550 | New |
| Stifel Financial Corp | 30,313 | $4.91M | 0.00% | +14,157+87.6% | Added |
| Teachers Retirement System of the State of Kentucky | 30,079 | $4.87M | 0.03% | +130.0% | Added |
| Atom Investors LP | 30,064 | $4.87M | 0.43% | +22,608+303.2% | Added |
| State of New Jersey Common Pension Fund D | 30,055 | $4.86M | 0.02% | −2,878−8.7% | Reduced |
| Apis Capital Advisors, LLC | 30,000 | $4.86M | 0.47% | +30,000 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 29,288 | $4.74M | 0.01% | +18,317+167.0% | Added |
| Albar Capital Partners LLP | 29,224 | $4.73M | 0.62% | +29,224 | New |
| Ariose Capital Management Ltd | 28,991 | $4.69M | 2.00% | +28,991 | New |
| Diker Management LLC | 28,875 | $4.67M | 3.60% | +7,200+33.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 28,737 | $4.65M | 0.07% | −53,832−65.2% | Reduced |
| Natixis Advisors, L.P. | 28,590 | $4.63M | 0.01% | −6,294−18.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 28,442 | $4.60M | 0.05% | +811+2.9% | Added |
| Louisiana State Employees Retirement System | 27,200 | $4.40M | 0.07% | −13,800−33.7% | Reduced |
| Public Employees Retirement System of Ohio | 26,420 | $4.28M | 0.01% | +26,420 | New |
| Arizona State Retirement System | 25,648 | $4.15M | 0.02% | +230+0.9% | Added |
| Yousif Capital Management, LLC | 25,596 | $4.14M | 0.05% | +537+2.1% | Added |
| 1832 Asset Management L.P. | 25,500 | $4.13M | 0.01% | +25,500 | New |
| Alyeska Investment Group, L.P. | 25,427 | $4.12M | 0.01% | +25,427 | New |
| Parallax Volatility Advisers, L.P. | 24,894 | $4.03M | 0.15% | +4,843+24.2% | Added |
| Jump Financial, LLC | 24,768 | $4.01M | 0.04% | +24,768 | New |
| Vanguard Investments Australia, Ltd. | 23,692 | $3.83M | 0.01% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 23,000 | $3.72M | 0.46% | +23,000 | New |
| Navellier & Associates Inc | 22,729 | $3.68M | 0.29% | +22,729 | New |
| Elo Mutual Pension Insurance Co | 22,689 | $3.67M | 0.05% | +22,689 | New |
| Fifth Third Bancorp | 22,542 | $3.65M | 0.01% | −428−1.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,292 | $3.61M | 0.02% | −593−2.6% | Reduced |
| Campbell Newman Asset Management Inc | 22,031 | $3.57M | 0.26% | +1,074+5.1% | Added |
| Persistent Asset Partners Ltd | 21,849 | $3.54M | 1.12% | −9,506−30.3% | Reduced |
| Summit Creek Advisors LLC | 21,844 | $3.54M | 1.20% | +21,844 | New |
| State of Michigan Retirement System | 21,800 | $3.53M | 0.02% | +21,800 | New |
| XTX Topco Ltd | 21,377 | $3.46M | 0.04% | −14,256−40.0% | Reduced |
| Tower Research Capital LLC (TRC) | 21,284 | $3.44M | 0.08% | +14,535+215.4% | Added |
| Virginia Retirement Systems Et Al | 21,239 | $3.44M | 0.02% | +7,689+56.7% | Added |
| Pacer Advisors, Inc. | 21,108 | $3.42M | 0.01% | +9,581+83.1% | Added |
| KLP Kapitalforvaltning AS | 21,100 | $3.42M | 0.01% | +700+3.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 20,946 | $3.39M | 0.04% | +20,946 | New |
| Edgestream Partners, L.P. | 20,834 | $3.37M | 0.10% | −181−0.9% | Reduced |
| Thrivent Financial for Lutherans | 20,677 | $3.35M | 0.01% | −41,091−66.5% | Reduced |
| Ameritas Advisory Services, LLC | 20,657 | $3.34M | 0.07% | +20,657 | New |
| Knights of Columbus Asset Advisors LLC | 20,621 | $3.34M | 0.17% | −16,773−44.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 20,535 | $3.32M | 0.03% | −9,748−32.2% | Reduced |
| Connors Investor Services Inc | 20,270 | $3.28M | 0.28% | −9,299−31.4% | Reduced |
| Jones Financial Companies LLLP | 21,553 | $3.23M | 0.00% | +3,413+18.8% | Added |
| Acadian Asset Management LLC | 19,932 | $3.22M | 0.00% | +8,276+71.0% | Added |
| Xponance, Inc. | 19,725 | $3.19M | 0.02% | +11,125+129.4% | Added |
| New Mexico Educational Retirement Board | 19,300 | $3.12M | 0.08% | +19,300 | New |
| Oregon Public Employees Retirement Fund | 19,300 | $3.12M | 0.03% | −1,834−8.7% | Reduced |
| CWM Advisors, LLC | 19,286 | $3.12M | 0.13% | +6,359+49.2% | Added |
| Sphera Management Technology Funds Ltd | 19,140 | $3.10M | 1.09% | +4,640+32.0% | Added |
| Lazard Asset Management LLC | 18,603 | $3.01M | 0.00% | +15,567+512.7% | Added |
| Hudson Bay Capital Management LP | 18,260 | $2.96M | 0.01% | +18,260 | New |
| Twin Tree Management, LP | 18,176 | $2.94M | 0.46% | +15,870+688.2% | Added |
| Voleon Capital Management LP | 17,997 | $2.91M | 0.05% | +17,997 | New |
| Nisa Investment Advisors, LLC | 17,657 | $2.86M | 0.01% | −1,195−6.3% | Reduced |
| Ameritas Investment Partners, Inc. | 17,137 | $2.77M | 0.07% | +9,511+124.7% | Added |
| Quantinno Capital Management LP | 17,123 | $2.77M | 0.00% | +2,781+19.4% | Added |
| Illinois Municipal Retirement Fund | 16,835 | $2.72M | 0.03% | −29,721−63.8% | Reduced |
| Guggenheim Capital LLC | 16,629 | $2.69M | 0.02% | −266−1.6% | Reduced |
| Amundi | 16,530 | $2.68M | 0.00% | −4,675−22.0% | Reduced |
| Integrated Quantitative Investments LLC | 15,549 | $2.52M | 0.41% | −7,096−31.3% | Reduced |
| Verition Fund Management LLC | 15,328 | $2.48M | 0.02% | +15,328 | New |
| Bridgewater Associates, LP | 15,294 | $2.48M | 0.01% | −61,641−80.1% | Reduced |
| Sterling Capital Management LLC | 14,835 | $2.40M | 0.04% | +119+0.8% | Added |
| US Bancorp | 14,563 | $2.36M | 0.00% | +3,108+27.1% | Added |
| Pictet Asset Management Holding SA | 14,515 | $2.35M | 0.00% | −662−4.4% | Reduced |
| Cookson Peirce & Co Inc | 14,058 | $2.28M | 0.07% | +1,700+13.8% | Added |
| Two Sigma Securities, LLC | 13,894 | $2.25M | 0.19% | +13,894 | New |
| Lighthouse Investment Partners, LLC | 13,875 | $2.25M | 0.07% | +13,875 | New |
| Aster Capital Management (DIFC) Ltd | 13,831 | $2.24M | 0.48% | +13,281+2,414.7% | Added |
| Centiva Capital, LP | 13,643 | $2.21M | 0.07% | +13,643 | New |
| Wiley Bros.-Aintree Capital, LLC | 13,453 | $2.18M | 0.01% | −2,374−15.0% | Reduced |
| Pathstone Holdings, LLC | 13,378 | $2.17M | 0.01% | +2,699+25.3% | Added |
| Polen Capital Management LLC | 13,353 | $2.16M | 0.02% | +6,800+103.8% | Added |
| State of Alaska, Department of Revenue | 13,266 | $2.15M | 0.02% | −36,631−73.4% | Reduced |
| American Century Companies Inc | 12,919 | $2.09M | 0.00% | −252−1.9% | Reduced |
| Baird Financial Group, Inc. | 12,718 | $2.06M | 0.00% | −3,887−23.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 14,921 | $2.05M | 0.05% | −1,886−11.2% | Reduced |
| Gsa Capital Partners LLP | 12,560 | $2.03M | 0.13% | +7,163+132.7% | Added |
| HSBC Holdings PLC | 12,665 | $2.02M | 0.00% | +12,665 | New |
| Teacher Retirement System of Texas | 12,369 | $2.00M | 0.01% | +312+2.6% | Added |
| Marshall Financial Group LLC | 12,320 | $1.99M | 0.29% | +12,320 | New |
| Diametric Capital, LP | 12,279 | $1.99M | 0.21% | +67+0.5% | Added |
| New York Life Investment Management LLC | 12,128 | $1.96M | 0.01% | +12,128 | New |
| Brevan Howard Capital Management LP | 11,926 | $1.93M | 0.03% | +1,080+10.0% | Added |
| Katamaran Capital LLP | 11,556 | $1.87M | 1.60% | −29,526−71.9% | Reduced |
| Advisor Group Holdings, Inc. | 11,469 | $1.86M | 0.00% | +3,107+37.2% | Added |
| Artemis Wealth Advisors, LLC | 11,000 | $1.78M | 0.21% | +11,000 | New |
| Cambridge Investment Research Advisors, Inc. | 10,417 | $1.69M | 0.00% | +2,023+24.1% | Added |
| Fox Run Management, L.L.C. | 10,415 | $1.69M | 0.28% | +10,415 | New |
| Group One Trading, L.P. | 10,366 | $1.68M | 0.05% | +10,366 | New |
| Bank of Montreal | 10,351 | $1.68M | 0.00% | +945+10.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,147 | $1.64M | 0.01% | −4,347−30.0% | Reduced |
| GatePass Capital, LLC | 10,006 | $1.62M | 0.62% | +10,006 | New |
| Cetera Investment Advisers | 10,004 | $1.62M | 0.00% | −1,565−13.5% | Reduced |
| Zacks Investment Management | 9,762 | $1.58M | 0.01% | +9,762 | New |