SemtechSMTC
13F holders, Q3 2025 (September 30)350holders +35
85new positions
49sold out
10famous investors
$71.31avg. 13F price*
At the end of Q3 2025, 350 institutions reported holding Semtech Corp. (SMTC) in their 13F filings, up 35 from Q2 2025. 85 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($915.7M), Vanguard Group Inc. ($825.9M) and Ameriprise Financial Inc. ($526.9M). 10 famous investors held it, including Alex Sacerdote (2.9% of Whale Rock Capital Management's portfolio), Gavin Baker (1.3% of Atreides Management's portfolio) and Stanley Druckenmiller (0.5% of Duquesne Family Office's portfolio).
- Company
- Semtech Corp.
- CUSIP
- 816850101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $491.2M |
| Exits | 49 | $114.1M |
All 13F filers, Q2 2025 → Q3 2025: 13,184,095 shares bought and 12,236,891 shares sold, net +947,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 350 holders
| BlackRock, Inc. | 0.02% | Reduce -0.8% | 12,815,487 | $915.7M |
| Vanguard Group Inc. | 0.01% | Reduce -3.1% | 11,559,365 | $825.9M |
| Ameriprise Financial Inc. | 0.12% | Add +3.7% | 7,373,744 | $526.9M |
| Capital Research Global Investors | 0.06% | Add +13.9% | 4,691,676 | $335.2M |
| State Street Corp. | 0.01% | Reduce -3.2% | 3,909,236 | $279.3M |
| Alliancebernstein L.P. | 0.08% | Add +8.7% | 3,607,697 | $257.8M |
| Whale Rock Capital Management | 2.95% | Reduce -12.2% | 3,504,965 | $250.4M |
| Westfield Capital Management Co. LP | 1.01% | Add +23.1% | 3,380,373 | $241.5M |
| Morgan Stanley | 0.01% | Reduce -3.3% | 3,134,004 | $223.9M |
| Macquarie Group Ltd. | 0.24% | Reduce -5.1% | 2,890,543 | $206.5M |
| Disciplined Growth Investors Inc. | 3.53% | Reduce -5.7% | 2,729,382 | $195.0M |
| Wellington Management Group LLP | 0.03% | Reduce -2.3% | 2,332,736 | $166.7M |
| Hood River Capital Management LLC | 1.85% | Reduce -2.1% | 2,196,663 | $157.0M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.5% | 2,092,318 | $149.5M |
| Deutsche Bank AG | 0.04% | Add +36.5% | 1,644,800 | $117.5M |
| T. Rowe Price Investment Management, Inc. | 0.07% | New | 1,613,340 | $115.3M |
| Fuller & Thaler Asset Management, Inc. | 0.36% | Add +3.3% | 1,466,394 | $104.8M |
| Nuveen, LLC | 0.02% | Reduce -13.9% | 1,271,499 | $90.8M |
| Millennium Management | 0.06% | Add +203.8% | 1,047,774 | $74.9M |
| Invesco Ltd. | 0.01% | Reduce -26.6% | 1,039,955 | $74.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.7% | 1,013,694 | $72.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.1% | 970,290 | $69.3M |
| Neuberger Berman Group LLC | 0.05% | Reduce -22.7% | 956,941 | $68.0M |
| Northern Trust Corp. | 0.01% | Reduce -0.4% | 948,727 | $67.8M |
| Bank of America Corp. | 0.00% | Add +21.6% | 856,843 | $61.2M |
| JPMorgan Chase & Co. | 0.00% | Add +11.6% | 849,769 | $60.7M |
| Think Investments LP | 7.75% | New | 820,400 | $58.6M |
| Fred Alger Management, LLC | 0.21% | Add +46.0% | 767,459 | $54.8M |
| Schroder Investment Management Group | 0.04% | Add +199.3% | 879,880 | $54.5M |
| Citadel Advisors | 0.04% | Add +33.5% | 707,834 | $50.6M |
| Clearline Capital LP | 4.31% | Reduce -10.9% | 698,935 | $49.9M |
| Atreides Management | 1.26% | Add +2.5% | 678,133 | $48.5M |
| Portolan Capital Management, LLC | 2.59% | Add +76.5% | 668,862 | $47.8M |
| Granahan Investment Management, LLC | 1.88% | Reduce -35.3% | 641,492 | $45.8M |
| Palisade Capital Management, LP | 1.24% | Add +15.5% | 566,293 | $40.5M |
| Comerica Bank | 0.14% | Add +0.7% | 535,612 | $38.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.9% | 504,004 | $36.0M |
| Barclays PLC | 0.01% | Add +190.7% | 502,162 | $35.9M |
| Balyasny Asset Management L.P. | 0.07% | Add +33.4% | 474,013 | $33.9M |
| Driehaus Capital Management LLC | 0.23% | New | 447,036 | $31.9M |
| WCM Investment Management, LLC | 0.07% | Reduce -0.4% | 512,092 | $31.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +29.7% | 434,026 | $31.0M |
| Emerald Advisers, LLC | 0.96% | New | 419,094 | $29.9M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.5% | 418,964 | $29.9M |
| Point72 Asset Management | 0.07% | Reduce -73.2% | 417,751 | $29.8M |
| Victory Capital Management Inc. | 0.02% | Reduce -15.2% | 413,191 | $29.5M |
| Jennison Associates LLC | 0.02% | New | 401,179 | $28.7M |
| UBS Group AG | 0.01% | Reduce -34.2% | 395,910 | $28.3M |
| Two Sigma Investments, LP | 0.04% | Reduce -45.8% | 380,604 | $27.2M |
| GW&K Investment Management, LLC | 0.24% | New | 379,630 | $27.1M |
| Public Sector Pension Investment Board | 0.09% | Add +14.4% | 337,906 | $24.1M |
| Polar Asset Management Partners Inc. | 0.67% | Reduce -19.1% | 320,459 | $22.9M |
| Artisan Partners Limited Partnership | 0.03% | New | 317,658 | $22.7M |
| Silvercrest Asset Management Group LLC | 0.15% | New | 313,093 | $22.4M |
| Duquesne Family Office | 0.55% | New | 301,515 | $21.5M |
| Cooper Creek Partners Management LLC | 0.80% | Reduce -33.4% | 298,657 | $21.3M |
| New York State Common Retirement Fund | 0.03% | Add +55.7% | 277,661 | $19.8M |
| Emerald Mutual Fund Advisers Trust | 0.92% | New | 248,436 | $17.8M |
| Rhumbline Advisers | 0.01% | Reduce -0.5% | 239,183 | $17.1M |
| Marshall Wace, LLP | 0.02% | New | 232,006 | $16.6M |
| Legal & General Group Plc | 0.00% | Reduce -3.7% | 227,451 | $16.3M |
| Great Lakes Advisors, LLC | 0.13% | Reduce -50.1% | 210,851 | $15.1M |
| Citigroup Inc. | 0.01% | Add +121.8% | 206,506 | $14.8M |
| Alta Park Capital, LP | 1.46% | New | 203,618 | $14.5M |
| SummitTX Capital, L.P. | 0.58% | Reduce -28.3% | 196,150 | $14.0M |
| Sora Investors LLC | 1.22% | Add +208.7% | 185,245 | $13.2M |
| Sei Investments Co. | 0.01% | Add +16.9% | 185,092 | $13.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +143.4% | 178,203 | $12.7M |
| Man Group plc | 0.02% | Reduce -70.2% | 172,563 | $12.3M |
| State of Wisconsin Investment Board | 0.03% | Add +6.9% | 169,091 | $12.1M |
| Swiss National Bank | 0.01% | Add +1.6% | 167,900 | $12.0M |
| Jain Global LLC | 0.17% | Reduce -21.1% | 166,501 | $11.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -39.5% | 163,283 | $11.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +25.3% | 161,550 | $11.5M |
| Freestone Grove Partners LP | 0.09% | Reduce -69.5% | 160,340 | $11.5M |
| ExodusPoint Capital Management, LP | 0.15% | Add +97.7% | 148,918 | $10.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 127,795 | $9.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -33.8% | 120,840 | $8.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +283.4% | 112,129 | $8.0M |
| Nordea Investment Management AB | 0.01% | Add +24.4% | 117,669 | $8.0M |
| EFG Asset Management (North America) Corp. | 1.01% | Add +15.5% | 109,606 | $7.8M |
| Schonfeld Strategic Advisors LLC | 0.05% | Reduce -74.6% | 107,197 | $7.7M |
| Royal Bank of Canada | 0.00% | Reduce -84.1% | 106,742 | $7.6M |
| Capital Fund Management S.A. | 0.08% | Reduce -54.3% | 105,472 | $7.5M |
| Heartland Advisors Inc. | 0.38% | Reduce -23.8% | 101,718 | $7.3M |
| Andar Capital Management HK Ltd | 7.23% | Reduce -37.5% | 100,000 | $7.1M |
| Two Sigma Advisers, LP | 0.01% | Reduce -83.7% | 88,800 | $6.3M |
| Prudential Financial Inc. | 0.01% | Reduce -14.3% | 87,009 | $6.2M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 84,663 | $6.0M |
| Wells Fargo & Company | 0.00% | Reduce -15.2% | 82,946 | $5.9M |
| Susquehanna Portfolio Strategies, LLC | 0.09% | Add +45.2% | 82,569 | $5.9M |
| New York State Teachers Retirement System | 0.01% | No change | 82,302 | $5.9M |
| Moody Aldrich Partners LLC | 1.10% | Reduce -16.9% | 80,949 | $5.8M |
| Ardsley Advisory Partners LP | 0.88% | New | 80,000 | $5.7M |
| Concentric Capital Strategies, LP | 0.27% | New | 79,516 | $5.7M |
| First Trust Advisors LP | 0.00% | Add +125.3% | 77,601 | $5.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.7% | 88,076 | $5.5M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | No change | 73,740 | $5.3M |
| Gotham Asset Management | 0.02% | Add +13.6% | 66,952 | $4.8M |
| Hodges Capital Management Inc. | 0.40% | New | 64,721 | $4.6M |
"% of holder's portfolio" is SMTC's weight in each manager's 13F, not the share of Semtech Corp. the manager owns.