SemtechSMTC
13F holders, Q4 2025 (December 31)402holders +52
77new positions
37sold out
9famous investors
$73.71avg. 13F price*
At the end of Q4 2025, 402 institutions reported holding Semtech Corp. (SMTC) in their 13F filings, up 52 from Q3 2025. 77 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($971.9M), Vanguard Group Inc. ($873.8M) and Ameriprise Financial Inc. ($556.5M). 9 famous investors held it, including Alex Sacerdote (3.7% of Whale Rock Capital Management's portfolio), Gavin Baker (1.1% of Atreides Management's portfolio) and Steve Cohen (0.1% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $169.3M |
| Exits | 37 | $271.8M |
All 13F filers, Q3 2025 → Q4 2025: 10,659,087 shares bought and 15,316,664 shares sold, net −4,657,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 402 holders
| BlackRock, Inc. | 0.02% | Add +2.9% | 13,189,055 | $971.9M |
| Vanguard Group Inc. | 0.01% | Add +2.6% | 11,858,352 | $873.8M |
| Ameriprise Financial Inc. | 0.13% | Add +2.4% | 7,552,252 | $556.5M |
| Capital Research Global Investors | 0.06% | Reduce -4.0% | 4,502,720 | $331.8M |
| Whale Rock Capital Management | 3.68% | Add +11.3% | 3,901,469 | $287.5M |
| State Street Corp. | 0.01% | Reduce -1.6% | 3,848,245 | $283.6M |
| Alliancebernstein L.P. | 0.07% | Reduce -17.8% | 2,965,189 | $218.5M |
| Disciplined Growth Investors Inc. | 3.95% | Add +2.6% | 2,801,291 | $206.4M |
| Nomura Asset Management International Inc. | 0.27% | — | 2,453,294 | $180.8M |
| Westfield Capital Management Co. LP | 0.75% | Reduce -27.6% | 2,448,612 | $180.4M |
| Wellington Management Group LLP | 0.03% | Add +0.3% | 2,340,343 | $172.5M |
| Hood River Capital Management LLC | 1.81% | Add +1.8% | 2,236,224 | $164.8M |
| Geode Capital Management, LLC | 0.01% | Add +0.3% | 2,099,033 | $154.7M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +23.2% | 1,987,888 | $146.5M |
| Citadel Advisors | 0.08% | Add +136.0% | 1,670,218 | $123.1M |
| Morgan Stanley | 0.01% | Reduce -55.7% | 1,389,257 | $102.4M |
| Invesco Ltd. | 0.01% | Add +20.3% | 1,251,104 | $92.2M |
| Point72 Asset Management | 0.15% | Add +189.2% | 1,208,272 | $89.0M |
| Millennium Management | 0.06% | Reduce -0.6% | 1,041,730 | $76.8M |
| Nuveen, LLC | 0.02% | Reduce -18.4% | 1,038,230 | $76.5M |
| Bank of America Corp. | 0.01% | Add +17.6% | 1,008,027 | $74.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.9% | 984,191 | $72.5M |
| Neuberger Berman Group LLC | 0.05% | Reduce -2.6% | 931,947 | $68.7M |
| Driehaus Capital Management LLC | 0.47% | Add +108.3% | 931,305 | $68.6M |
| Northern Trust Corp. | 0.01% | Reduce -2.8% | 921,769 | $67.9M |
| Fred Alger Management, LLC | 0.25% | Add +12.0% | 859,855 | $63.4M |
| Schroder Investment Management Group | 0.05% | Reduce -5.6% | 830,928 | $62.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -19.9% | 777,681 | $57.3M |
| Atreides Management | 1.08% | Add +2.0% | 691,591 | $51.0M |
| Think Investments LP | 6.28% | Reduce -18.8% | 666,400 | $49.1M |
| Jennison Associates LLC | 0.03% | Add +60.5% | 643,828 | $47.4M |
| Cooper Creek Partners Management LLC | 2.14% | Add +105.7% | 614,233 | $45.3M |
| UBS Group AG | 0.01% | Add +51.8% | 601,124 | $44.3M |
| Palisade Capital Management, LP | 1.44% | Add +3.8% | 587,696 | $43.3M |
| Capital International Investors | 0.01% | New | 537,298 | $39.6M |
| Portolan Capital Management, LLC | 2.01% | Reduce -23.9% | 508,655 | $37.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.7% | 495,513 | $36.5M |
| Artisan Partners Limited Partnership | 0.06% | Add +55.4% | 493,605 | $36.4M |
| Emerald Advisers, LLC | 1.07% | Add +12.3% | 470,751 | $34.7M |
| Balyasny Asset Management L.P. | 0.07% | Reduce -1.4% | 467,340 | $34.4M |
| New York State Common Retirement Fund | 0.04% | Add +55.0% | 430,443 | $31.7M |
| Granahan Investment Management, LLC | 1.32% | Reduce -34.8% | 418,227 | $30.8M |
| Principal Financial Group Inc. | 0.02% | Reduce -0.9% | 414,981 | $30.6M |
| GW&K Investment Management, LLC | 0.26% | Add +8.7% | 412,569 | $30.4M |
| Schonfeld Strategic Advisors LLC | 0.14% | Add +261.6% | 387,610 | $28.6M |
| LMR Partners LLP | 0.36% | Add +3768.1% | 386,810 | $28.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.9% | 383,681 | $28.3M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -14.8% | 369,725 | $27.2M |
| Sora Investors LLC | 2.14% | Add +82.2% | 337,491 | $24.9M |
| Fiera Capital Corp | 0.08% | New | 329,991 | $24.3M |
| Public Sector Pension Investment Board | 0.07% | Reduce -11.1% | 300,279 | $22.1M |
| Silvercrest Asset Management Group LLC | 0.15% | Reduce -7.3% | 290,192 | $21.4M |
| WCM Investment Management, LLC | 0.04% | Reduce -44.5% | 284,347 | $21.4M |
| Clearline Capital LP | 1.59% | Reduce -59.1% | 285,967 | $21.1M |
| Emerald Mutual Fund Advisers Trust | 1.02% | Add +14.7% | 285,037 | $21.0M |
| Alta Park Capital, LP | 2.52% | Add +39.3% | 283,726 | $20.9M |
| Lord, Abbett & Co. LLC | 0.07% | New | 282,893 | $20.8M |
| Polar Asset Management Partners Inc. | 0.53% | Reduce -13.0% | 278,683 | $20.5M |
| Freestone Grove Partners LP | 0.15% | Add +73.2% | 277,634 | $20.5M |
| BNP Paribas Financial Markets | 0.01% | Add +1047.3% | 255,270 | $18.8M |
| Wells Fargo & Company | 0.00% | Add +186.5% | 237,624 | $17.5M |
| Ardsley Advisory Partners LP | 2.22% | Add +196.3% | 237,000 | $17.5M |
| Rhumbline Advisers | 0.01% | Reduce -4.5% | 228,460 | $16.8M |
| Legal & General Group Plc | 0.00% | Reduce -4.9% | 216,333 | $15.9M |
| Sei Investments Co. | 0.02% | Add +16.5% | 215,678 | $15.9M |
| Two Sigma Investments, LP | 0.03% | Reduce -43.4% | 215,354 | $15.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +28.8% | 210,378 | $15.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +25.0% | 201,884 | $14.9M |
| Victory Capital Management Inc. | 0.01% | Reduce -53.4% | 192,624 | $14.2M |
| Andar Capital Management HK Ltd | 15.05% | Add +89.5% | 189,525 | $14.0M |
| Assenagon Asset Management S.A. | 0.02% | Add +852.4% | 184,630 | $13.6M |
| Jane Street Group, LLC | 0.02% | New | 182,324 | $13.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.0% | 181,864 | $13.4M |
| Swiss National Bank | 0.01% | Add +2.0% | 171,200 | $12.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +21.7% | 155,576 | $11.7M |
| State of Wisconsin Investment Board | 0.03% | Reduce -8.5% | 154,662 | $11.4M |
| Great Lakes Advisors, LLC | 0.09% | Reduce -31.6% | 144,281 | $10.6M |
| Barclays PLC | 0.00% | Reduce -72.1% | 140,093 | $10.3M |
| Deutsche Bank AG | 0.00% | Reduce -91.6% | 137,582 | $10.1M |
| SummitTX Capital, L.P. | 0.28% | Reduce -36.4% | 124,724 | $9.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +8.9% | 122,070 | $9.0M |
| Norges Bank | 0.00% | — | 119,216 | $8.8M |
| Squarepoint Ops LLC | 0.02% | New | 114,448 | $8.4M |
| SG Americas Securities, LLC | 0.01% | Add +68.5% | 107,825 | $7.9M |
| Royce & Associates LP | 0.08% | Add +144.5% | 107,617 | $7.9M |
| First Trust Advisors LP | 0.01% | Add +38.0% | 107,075 | $7.9M |
| Nordea Investment Management AB | 0.01% | Reduce -11.3% | 104,421 | $7.8M |
| Castleark Management LLC | 0.22% | Add +85.0% | 102,958 | $7.6M |
| Man Group plc | 0.01% | Reduce -42.3% | 99,621 | $7.3M |
| Jain Global LLC | 0.07% | Reduce -40.9% | 98,399 | $7.3M |
| Algert Global LLC | 0.11% | Add +117.1% | 95,964 | $7.1M |
| Cinctive Capital Management LP | 0.40% | New | 94,424 | $7.0M |
| ExodusPoint Capital Management, LP | 0.07% | Reduce -39.7% | 89,784 | $6.6M |
| EFG International AG | 0.13% | — | 88,701 | $6.5M |
| Banco Santander, S.A. | 0.05% | New | 85,000 | $6.3M |
| Mizuho Markets Americas LLC | 0.13% | New | 84,675 | $6.2M |
| Susquehanna Portfolio Strategies, LLC | 0.09% | No change | 82,569 | $6.1M |
| California State Teachers Retirement System | 0.01% | Reduce -2.7% | 82,410 | $6.1M |
| Hodges Capital Management Inc. | 0.52% | Add +27.2% | 82,323 | $6.1M |
| New York State Teachers Retirement System | 0.01% | No change | 82,302 | $6.1M |
"% of holder's portfolio" is SMTC's weight in each manager's 13F, not the share of Semtech Corp. the manager owns.