SemtechSMTC
13F holders, Q2 2026 (June 30)577holders +139
191new positions
51sold out
11famous investors
$160.27avg. 13F price*
At the end of Q2 2026, 577 institutions reported holding Semtech Corp. (SMTC) in their 13F filings, up 139 from Q1 2026. 191 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($1.6B), Vanguard Portfolio Management LLC ($862.4M) and Vanguard Capital Management LLC ($679.7M). 11 famous investors held it, including Gavin Baker (0.8% of Atreides Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Semtech Corp.
- CUSIP
- 816850101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 191 | $1.4B |
| Exits | 51 | $129.9M |
All 13F filers, Q1 2026 → Q2 2026: 21,076,975 shares bought and 28,848,509 shares sold, net −7,771,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 577 holders
| BlackRock, Inc. | 0.02% | Reduce -31.4% | 9,749,439 | $1.6B |
| Vanguard Portfolio Management LLC | 0.04% | Reduce -23.0% | 5,328,594 | $862.4M |
| Vanguard Capital Management LLC | 0.01% | Add +1.3% | 4,199,493 | $679.7M |
| Ameriprise Financial Inc. | 0.11% | Reduce -53.7% | 3,450,916 | $559.0M |
| State Street Corp. | 0.02% | Reduce -16.5% | 3,389,044 | $548.4M |
| Jane Street Group, LLC | 0.35% | Add +333.6% | 3,351,040 | $542.4M |
| Capital Research Global Investors | 0.07% | Reduce -28.8% | 2,954,432 | $478.2M |
| Geode Capital Management, LLC | 0.02% | Reduce -10.8% | 2,253,786 | $366.6M |
| Hood River Capital Management LLC | 2.64% | Reduce -1.6% | 2,250,382 | $364.2M |
| Morgan Stanley | 0.02% | Add +39.1% | 1,970,198 | $318.9M |
| Wellington Management Group LLP | 0.05% | Reduce -19.7% | 1,915,766 | $310.1M |
| Bank of America Corp. | 0.02% | Add +62.7% | 1,859,782 | $301.0M |
| T. Rowe Price Associates Inc. | 0.02% | Add +564.5% | 1,347,957 | $218.2M |
| Norges Bank | 0.02% | — | 1,247,833 | $202.0M |
| UBS Group AG | 0.03% | Add +29.4% | 1,154,041 | $186.8M |
| Millennium Management | 0.13% | Reduce -41.9% | 1,141,594 | $184.8M |
| Westfield Capital Management Co. LP | 0.60% | Reduce -11.5% | 1,133,268 | $183.4M |
| Disciplined Growth Investors Inc. | 2.62% | Reduce -56.7% | 955,033 | $154.6M |
| Tremblant Capital Group | 4.12% | New | 887,268 | $143.6M |
| Northern Trust Corp. | 0.02% | Reduce -14.2% | 852,181 | $137.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.20% | New | 851,858 | $137.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +396.3% | 842,125 | $136.3M |
| Two Sigma Investments, LP | 0.10% | Add +1578.4% | 820,898 | $132.9M |
| JPMorgan Chase & Co. | 0.01% | Add +2.1% | 833,668 | $130.8M |
| SG Americas Securities, LLC | 0.07% | Add +527.2% | 787,691 | $127.5M |
| Citadel Advisors | 0.07% | Reduce -29.1% | 783,346 | $126.8M |
| Artisan Partners Limited Partnership | 0.20% | Reduce -51.0% | 763,924 | $123.6M |
| Invesco Ltd. | 0.01% | Reduce -1.5% | 759,755 | $123.0M |
| Alliancebernstein L.P. | 0.04% | Reduce -33.8% | 1,567,024 | $120.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -20.0% | 720,565 | $116.6M |
| Nomura Asset Management International Inc. | 0.17% | Reduce -68.5% | 700,128 | $113.3M |
| Susquehanna International Group, LLP | 0.10% | Add +1279.9% | 689,330 | $111.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -31.3% | 684,276 | $110.8M |
| Point72 Asset Management | 0.18% | New | 681,875 | $110.4M |
| HRT Financial LP | 0.20% | New | 668,778 | $108.2M |
| Jennison Associates LLC | 0.06% | Reduce -10.4% | 667,291 | $108.0M |
| Squarepoint Ops LLC | 0.21% | Add +37.6% | 658,535 | $106.6M |
| Vanguard Fiduciary Trust Co. | 0.02% | Reduce -6.6% | 602,140 | $97.5M |
| Massachusetts Financial Services Co. | 0.03% | New | 596,020 | $96.5M |
| Nuveen, LLC | 0.02% | Reduce -26.0% | 570,498 | $92.3M |
| Capital International Investors | 0.02% | Add +2.8% | 552,366 | $89.4M |
| Atreides Management | 0.80% | Add +1.7% | 551,214 | $89.2M |
| Dorsal Capital Management, LP | 3.20% | Reduce -31.3% | 550,000 | $89.0M |
| BNP Paribas Financial Markets | 0.05% | Add +824.2% | 548,769 | $88.8M |
| Bank of New York Mellon Corp | 0.01% | Add +7.2% | 542,011 | $87.7M |
| Neuberger Berman Group LLC | 0.06% | Reduce -51.8% | 541,321 | $87.4M |
| Franklin Resources Inc. | 0.02% | Add +51.3% | 533,810 | $86.4M |
| Sei Investments Co. | 0.07% | Add +29.9% | 464,868 | $75.2M |
| Lord, Abbett & Co. LLC | 0.21% | Reduce -0.9% | 435,138 | $70.4M |
| Driehaus Capital Management LLC | 0.39% | Reduce -33.2% | 419,633 | $67.9M |
| GW&K Investment Management, LLC | 0.51% | Reduce -15.1% | 405,585 | $65.6M |
| Emerald Advisers, LLC | 1.50% | Reduce -14.0% | 393,030 | $63.6M |
| Schroder Investment Management Group | 0.04% | Reduce -44.7% | 404,060 | $63.1M |
| DigitalBridge Group, Inc. | 3.52% | Reduce -35.6% | 361,212 | $58.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.0% | 355,275 | $57.5M |
| Qube Research & Technologies Ltd | 0.06% | Add +1585.0% | 353,452 | $57.2M |
| Citigroup Inc. | 0.03% | Reduce -30.8% | 353,076 | $57.1M |
| Assenagon Asset Management S.A. | 0.07% | Reduce -55.2% | 349,688 | $56.6M |
| Rhumbline Advisers | 0.04% | Add +33.3% | 329,536 | $53.3M |
| Cramer Rosenthal McGlynn LLC | 2.70% | Reduce -20.8% | 328,140 | $53.1M |
| Loomis Sayles & Co. L P | 0.06% | New | 312,528 | $50.6M |
| Portolan Capital Management, LLC | 1.79% | Reduce -11.3% | 294,619 | $47.7M |
| Fred Alger Management, LLC | 0.15% | Reduce -14.5% | 287,075 | $46.5M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +91.7% | 301,807 | $44.4M |
| D. E. Shaw & Co. | 0.03% | New | 272,363 | $44.1M |
| Los Angeles Capital Management LLC | 0.16% | Add +507.5% | 271,083 | $43.9M |
| Alta Park Capital, LP | 3.87% | New | 257,938 | $41.7M |
| Emerald Mutual Fund Advisers Trust | 1.46% | Reduce -9.7% | 257,359 | $41.7M |
| Voya Investment Management LLC | 0.04% | Add +794.5% | 254,289 | $41.2M |
| Broad Bay Capital Management, LP | 3.81% | Reduce -21.3% | 248,700 | $40.3M |
| Public Sector Pension Investment Board | 0.10% | Reduce -26.1% | 244,637 | $39.6M |
| Canada Pension Plan Investment Board | 0.02% | New | 242,900 | $39.3M |
| Federated Hermes, Inc. | 0.05% | Add +73.3% | 232,314 | $37.6M |
| New York State Common Retirement Fund | 0.05% | Reduce -30.7% | 226,032 | $36.6M |
| Walleye Capital LLC | 0.19% | Add +386.8% | 222,602 | $36.0M |
| Park West Asset Management LLC | 2.45% | Reduce -42.6% | 221,162 | $35.8M |
| First Trust Advisors LP | 0.02% | Add +87.5% | 217,629 | $35.2M |
| Schonfeld Strategic Advisors LLC | 0.19% | Reduce -43.9% | 217,297 | $35.2M |
| Principal Financial Group Inc. | 0.02% | Reduce -53.5% | 210,405 | $34.1M |
| Renaissance Technologies | 0.05% | New | 207,116 | $33.5M |
| Quadrature Capital Ltd | 0.28% | New | 204,514 | $33.1M |
| E20 Capital Ltd | 2.61% | Reduce -29.4% | 200,167 | $32.4M |
| Fiera Capital Corp | 0.11% | Reduce -42.9% | 194,296 | $31.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +10182.9% | 193,626 | $31.3M |
| Russell Investments Group, Ltd. | 0.03% | Add +68.5% | 191,186 | $30.9M |
| Westwood Holdings Group Inc. | 0.23% | New | 187,778 | $30.4M |
| Swiss National Bank | 0.02% | Add +1.9% | 186,500 | $30.2M |
| FMR LLC | 0.00% | Add +89.1% | 182,797 | $29.6M |
| SG Capital Management LLC | 2.58% | New | 176,004 | $28.5M |
| Walleye Trading LLC | 0.37% | Add +64928.7% | 165,173 | $26.7M |
| Andar Capital Management HK Ltd | 11.77% | Reduce -17.4% | 162,000 | $26.2M |
| ING Groep NV | 0.13% | New | 161,400 | $26.1M |
| ExodusPoint Capital Management, LP | 0.24% | Reduce -7.1% | 160,691 | $26.0M |
| Capital World Investors | 0.00% | New | 158,165 | $25.6M |
| California Public Employees Retirement System | 0.01% | Add +8.8% | 154,436 | $25.0M |
| Victory Capital Management Inc. | 0.01% | Reduce -21.7% | 153,125 | $24.8M |
| Royce & Associates LP | 0.19% | Reduce -11.8% | 146,923 | $23.8M |
| Tidal Investments LLC | 0.06% | New | 140,429 | $22.7M |
| Legal & General Group Plc | 0.00% | Reduce -38.8% | 127,837 | $20.7M |
| Boothbay Fund Management, LLC | 0.40% | Reduce -20.2% | 127,494 | $20.6M |
"% of holder's portfolio" is SMTC's weight in each manager's 13F, not the share of Semtech Corp. the manager owns.