SemtechSMTC
13F holders, Q2 2025 (June 30)315holders
58new positions
57sold out
11famous investors
$45.14avg. 13F price*
At the end of Q2 2025, 315 institutions reported holding Semtech Corp. (SMTC) in their 13F filings, unchanged from Q1 2025. 58 opened new positions and 57 sold out. The largest holders were BlackRock, Inc. ($583.3M), Vanguard Group Inc. ($538.6M) and Ameriprise Financial Inc. ($321.0M). 11 famous investors held it, including Alex Sacerdote (2.5% of Whale Rock Capital Management's portfolio), Gavin Baker (0.8% of Atreides Management's portfolio) and Steve Cohen (0.2% of Point72 Asset Management's portfolio).
- Company
- Semtech Corp.
- CUSIP
- 816850101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $115.1M |
| Exits | 57 | $86.8M |
All 13F filers, Q1 2025 → Q2 2025: 17,228,783 shares bought and 10,673,691 shares sold, net +6,555,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| BlackRock, Inc. | 0.01% | Reduce -1.0% | 12,920,913 | $583.3M |
| Vanguard Group Inc. | 0.01% | Add +2.0% | 11,931,278 | $538.6M |
| Ameriprise Financial Inc. | 0.08% | Add +10.3% | 7,112,097 | $321.0M |
| Capital Research Global Investors | 0.04% | Add +58.5% | 4,120,304 | $186.0M |
| State Street Corp. | 0.01% | Add +1.5% | 4,037,107 | $182.2M |
| Whale Rock Capital Management | 2.50% | Add +0.9% | 3,991,848 | $180.2M |
| Alliancebernstein L.P. | 0.05% | Add +9.8% | 3,318,384 | $149.8M |
| Morgan Stanley | 0.01% | Add +75.9% | 3,240,223 | $146.3M |
| Macquarie Group Ltd. | 0.17% | Add +1.9% | 3,046,217 | $137.5M |
| Disciplined Growth Investors Inc. | 2.50% | Add +4.2% | 2,894,536 | $130.7M |
| Westfield Capital Management Co. LP | 0.52% | Add +107.8% | 2,747,260 | $124.0M |
| Wellington Management Group LLP | 0.02% | Add +3.3% | 2,388,449 | $107.8M |
| Hood River Capital Management LLC | 1.41% | Add +36.0% | 2,244,631 | $101.3M |
| Geode Capital Management, LLC | 0.01% | Add +9.2% | 2,123,903 | $95.9M |
| Point72 Asset Management | 0.18% | Add +243.5% | 1,557,862 | $70.3M |
| Nuveen, LLC | 0.02% | Add +81.9% | 1,477,646 | $66.7M |
| Fuller & Thaler Asset Management, Inc. | 0.23% | Add +11.0% | 1,419,708 | $64.1M |
| Invesco Ltd. | 0.01% | Reduce -21.3% | 1,416,780 | $64.0M |
| Woodline Partners LP | 0.32% | Add +176.8% | 1,335,296 | $60.3M |
| Neuberger Berman Group LLC | 0.04% | Reduce -4.3% | 1,237,947 | $55.9M |
| Deutsche Bank AG | 0.02% | Reduce -0.4% | 1,205,356 | $54.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.5% | 1,021,134 | $46.1M |
| Granahan Investment Management, LLC | 1.82% | Add +3.8% | 991,576 | $44.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +58.4% | 971,644 | $43.9M |
| Northern Trust Corp. | 0.01% | Add +10.3% | 952,201 | $43.0M |
| Clearline Capital LP | 3.12% | Add +13.8% | 784,532 | $35.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.7% | 761,655 | $34.4M |
| Bank of America Corp. | 0.00% | Add +1.1% | 704,609 | $31.8M |
| Two Sigma Investments, LP | 0.06% | Reduce -52.3% | 702,347 | $31.7M |
| Royal Bank of Canada | 0.01% | Add +3003.1% | 670,984 | $30.3M |
| Atreides Management | 0.83% | New | 661,941 | $29.9M |
| UBS Group AG | 0.01% | Reduce -24.9% | 601,654 | $27.2M |
| Man Group plc | 0.06% | Add +121.1% | 579,264 | $26.1M |
| Two Sigma Advisers, LP | 0.05% | Reduce -42.8% | 545,590 | $24.6M |
| Comerica Bank | 0.09% | Add +283.0% | 531,790 | $24.0M |
| Citadel Advisors | 0.02% | Add +32.8% | 530,315 | $23.9M |
| Freestone Grove Partners LP | 0.18% | New | 526,032 | $23.7M |
| Fred Alger Management, LLC | 0.11% | Add +37.0% | 525,691 | $23.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.5% | 519,091 | $23.4M |
| WCM Investment Management, LLC | 0.05% | Add +109.6% | 514,307 | $23.1M |
| Assenagon Asset Management S.A. | 0.04% | Add +4.7% | 494,194 | $22.3M |
| Palisade Capital Management, LP | 0.71% | Add +12.5% | 490,235 | $22.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -28.1% | 486,987 | $22.0M |
| Cooper Creek Partners Management LLC | 0.67% | Add +547.5% | 448,657 | $20.3M |
| Principal Financial Group Inc. | 0.01% | Add +0.4% | 429,779 | $19.4M |
| LMR Partners LLP | 0.44% | Add +70.0% | 425,000 | $19.2M |
| Great Lakes Advisors, LLC | 0.16% | New | 422,813 | $19.1M |
| Schonfeld Strategic Advisors LLC | 0.14% | Add +18.3% | 421,814 | $19.0M |
| Polar Asset Management Partners Inc. | 0.60% | Add +54.6% | 396,225 | $17.9M |
| Portolan Capital Management, LLC | 1.07% | Add +446.9% | 379,018 | $17.1M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -61.8% | 355,425 | $16.0M |
| Millennium Management | 0.01% | Add +0.7% | 344,928 | $15.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +1187.5% | 334,541 | $15.1M |
| Norges Bank | 0.00% | Reduce -53.3% | 316,107 | $14.3M |
| Susquehanna International Group, LLP | 0.02% | Add +123.5% | 305,994 | $13.8M |
| Harbor Capital Advisors, Inc. | 0.57% | Add +13.0% | 301,459 | $13.6M |
| Public Sector Pension Investment Board | 0.06% | Add +8.4% | 295,324 | $13.3M |
| Schroder Investment Management Group | 0.01% | Reduce -62.8% | 294,028 | $13.2M |
| SummitTX Capital, L.P. | 0.54% | New | 273,566 | $12.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -34.5% | 269,647 | $12.2M |
| Rhumbline Advisers | 0.01% | Add +13.1% | 240,418 | $10.9M |
| Legal & General Group Plc | 0.00% | Add +1.5% | 236,137 | $10.7M |
| Alyeska Investment Group, L.P. | 0.04% | Reduce -41.1% | 231,352 | $10.4M |
| Capital Fund Management S.A. | 0.11% | Add +483.9% | 230,726 | $10.4M |
| Tudor Investment Corporation | 0.08% | Reduce -51.6% | 220,933 | $10.0M |
| Jain Global LLC | 0.16% | Add +51.6% | 210,992 | $9.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +275.2% | 182,538 | $8.2M |
| New York State Common Retirement Fund | 0.01% | Add +18.4% | 178,326 | $8.0M |
| Barclays PLC | 0.00% | Reduce -37.9% | 172,772 | $7.8M |
| Swiss National Bank | 0.00% | Reduce -1.0% | 165,200 | $7.5M |
| Andar Capital Management HK Ltd | 8.44% | New | 160,000 | $7.2M |
| Sei Investments Co. | 0.01% | Add +44.6% | 158,297 | $7.1M |
| State of Wisconsin Investment Board | 0.02% | Reduce -13.9% | 158,189 | $7.1M |
| Heartland Advisors Inc. | 0.34% | Reduce -0.3% | 133,422 | $6.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +19.6% | 128,925 | $5.8M |
| Intech Investment Management LLC | 0.05% | Add +85.4% | 127,015 | $5.7M |
| Squarepoint Ops LLC | 0.01% | Reduce -90.0% | 113,493 | $5.1M |
| Prudential Financial Inc. | 0.01% | Reduce -41.6% | 101,514 | $4.6M |
| Wells Fargo & Company | 0.00% | Reduce -6.7% | 97,764 | $4.4M |
| Moody Aldrich Partners LLC | 0.85% | Reduce -1.5% | 97,429 | $4.4M |
| EFG Asset Management (North America) Corp. | 0.60% | Add +15.6% | 94,872 | $4.3M |
| Nordea Investment Management AB | 0.00% | New | 94,583 | $4.2M |
| Citigroup Inc. | 0.00% | Reduce -25.3% | 93,120 | $4.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -8.2% | 89,598 | $4.0M |
| Aquatic Capital Management LLC | 0.08% | Reduce -50.7% | 85,097 | $3.8M |
| California State Teachers Retirement System | 0.00% | Add +1.6% | 84,630 | $3.8M |
| New York State Teachers Retirement System | 0.01% | Add +0.1% | 82,302 | $3.7M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -76.5% | 80,807 | $3.6M |
| ExodusPoint Capital Management, LP | 0.04% | Add +162.5% | 75,340 | $3.4M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +163.6% | 73,740 | $3.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.9% | 73,214 | $3.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.5% | 67,374 | $3.0M |
| Connors Investor Services Inc. | 0.26% | Add +34.9% | 64,529 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -9.8% | 63,695 | $2.9M |
| Sora Investors LLC | 0.24% | Reduce -78.2% | 60,000 | $2.7M |
| FMR LLC | 0.00% | Reduce -92.0% | 59,915 | $2.7M |
| Gotham Asset Management | 0.02% | Reduce -39.1% | 58,936 | $2.7M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | Add +197.7% | 56,857 | $2.6M |
| MetLife Investment Management, LLC | 0.01% | Add +29.4% | 55,444 | $2.5M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +216.5% | 55,071 | $2.5M |
"% of holder's portfolio" is SMTC's weight in each manager's 13F, not the share of Semtech Corp. the manager owns.