SemtechSMTC
13F holders, Q1 2026 (March 31)438holders +36
78new positions
46sold out
8famous investors
$76.69avg. 13F price*
At the end of Q1 2026, 438 institutions reported holding Semtech Corp. (SMTC) in their 13F filings, up 36 from Q4 2025. 78 opened new positions and 46 sold out. The largest holders were BlackRock, Inc. ($1.1B), Ameriprise Financial Inc. ($572.6M) and Vanguard Portfolio Management LLC ($532.3M). 8 famous investors held it, including Gavin Baker (1.0% of Atreides Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Semtech Corp.
- CUSIP
- 816850101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $354.7M |
| Exits | 46 | $582.5M |
All 13F filers, Q4 2025 → Q1 2026: 14,518,913 shares bought and 16,810,609 shares sold, net −2,291,696 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 438 holders
| BlackRock, Inc. | 0.02% | Add +7.8% | 14,222,219 | $1.1B |
| Ameriprise Financial Inc. | 0.13% | Reduce -1.4% | 7,450,380 | $572.6M |
| Vanguard Portfolio Management LLC | 0.03% | — | 6,922,634 | $532.3M |
| Capital Research Global Investors | 0.05% | Reduce -7.8% | 4,152,082 | $319.3M |
| Vanguard Capital Management LLC | 0.01% | — | 4,145,176 | $318.7M |
| State Street Corp. | 0.01% | Add +5.5% | 4,059,266 | $312.1M |
| Geode Capital Management, LLC | 0.01% | Add +20.4% | 2,526,461 | $194.3M |
| Wellington Management Group LLP | 0.03% | Add +1.9% | 2,384,473 | $183.3M |
| Hood River Capital Management LLC | 1.76% | Add +2.3% | 2,287,529 | $175.9M |
| Alliancebernstein L.P. | 0.06% | Reduce -20.2% | 2,366,311 | $174.4M |
| Nomura Asset Management International Inc. | 0.29% | Reduce -9.4% | 2,223,154 | $170.9M |
| Disciplined Growth Investors Inc. | 3.47% | Reduce -21.2% | 2,206,748 | $169.7M |
| Millennium Management | 0.12% | Add +88.7% | 1,965,682 | $151.1M |
| Artisan Partners Limited Partnership | 0.20% | Add +215.6% | 1,558,034 | $119.8M |
| Morgan Stanley | 0.01% | Add +1.9% | 1,416,028 | $108.9M |
| Westfield Capital Management Co. LP | 0.41% | Reduce -47.7% | 1,280,594 | $98.5M |
| Bank of America Corp. | 0.01% | Add +13.4% | 1,143,314 | $87.9M |
| Neuberger Berman Group LLC | 0.07% | Add +20.6% | 1,124,022 | $86.2M |
| Citadel Advisors | 0.06% | Reduce -33.8% | 1,105,555 | $85.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.3% | 996,680 | $76.6M |
| Northern Trust Corp. | 0.01% | Add +7.8% | 993,350 | $76.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +15.8% | 900,914 | $69.3M |
| UBS Group AG | 0.01% | Add +48.3% | 891,661 | $68.6M |
| Marshall Wace, LLP | 0.07% | Add +5083.5% | 869,066 | $66.8M |
| Dorsal Capital Management, LP | 2.45% | New | 800,000 | $61.5M |
| Assenagon Asset Management S.A. | 0.10% | Add +323.0% | 781,003 | $60.1M |
| Jane Street Group, LLC | 0.06% | Add +323.9% | 772,812 | $59.4M |
| Invesco Ltd. | 0.01% | Reduce -38.3% | 771,499 | $59.3M |
| Nuveen, LLC | 0.02% | Reduce -25.7% | 771,120 | $59.3M |
| JPMorgan Chase & Co. | 0.00% | Add +112.9% | 816,875 | $57.7M |
| Jennison Associates LLC | 0.04% | Add +15.6% | 744,380 | $57.2M |
| Schroder Investment Management Group | 0.04% | Reduce -12.0% | 731,179 | $51.6M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 644,764 | $49.6M |
| Driehaus Capital Management LLC | 0.36% | Reduce -32.5% | 628,456 | $48.3M |
| DigitalBridge Group, Inc. | 2.75% | New | 561,111 | $43.1M |
| Atreides Management | 1.01% | Reduce -21.7% | 541,812 | $41.7M |
| Capital International Investors | 0.01% | No change | 537,298 | $41.3M |
| Citigroup Inc. | 0.03% | Add +1824.0% | 510,409 | $39.2M |
| Bank of New York Mellon Corp | 0.01% | Add +2.0% | 505,504 | $38.9M |
| Palisade Capital Management, LP | 1.33% | Reduce -18.2% | 480,970 | $37.0M |
| Squarepoint Ops LLC | 0.08% | Add +318.2% | 478,586 | $36.8M |
| GW&K Investment Management, LLC | 0.32% | Add +15.7% | 477,525 | $36.7M |
| Emerald Advisers, LLC | 1.11% | Reduce -2.9% | 457,018 | $35.1M |
| Principal Financial Group Inc. | 0.02% | Add +9.1% | 452,553 | $34.8M |
| Lord, Abbett & Co. LLC | 0.12% | Add +55.2% | 438,924 | $33.7M |
| Cramer Rosenthal McGlynn LLC | 2.34% | New | 414,535 | $31.9M |
| Schonfeld Strategic Advisors LLC | 0.24% | Reduce -0.1% | 387,335 | $29.8M |
| Park West Asset Management LLC | 2.62% | New | 385,000 | $29.6M |
| Clearline Capital LP | 2.29% | Add +34.0% | 383,189 | $29.5M |
| Granahan Investment Management, LLC | 1.38% | Reduce -11.4% | 370,642 | $28.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.1% | 370,150 | $28.4M |
| Sei Investments Co. | 0.03% | Add +65.9% | 357,875 | $27.5M |
| Franklin Resources Inc. | 0.01% | Add +1902.7% | 352,892 | $27.1M |
| Sora Investors LLC | 2.44% | Add +1.9% | 344,047 | $26.5M |
| Fiera Capital Corp | 0.09% | Add +3.2% | 340,536 | $26.2M |
| Fred Alger Management, LLC | 0.11% | Reduce -61.0% | 335,608 | $25.8M |
| Portolan Capital Management, LLC | 1.36% | Reduce -34.7% | 332,327 | $25.6M |
| Public Sector Pension Investment Board | 0.08% | Add +10.3% | 331,067 | $25.5M |
| LMR Partners LLP | 0.30% | Reduce -14.9% | 329,121 | $25.3M |
| New York State Common Retirement Fund | 0.04% | Reduce -24.2% | 326,158 | $25.1M |
| Broad Bay Capital Management, LP | 2.50% | New | 316,000 | $24.3M |
| Emerald Mutual Fund Advisers Trust | 1.06% | No change | 285,037 | $21.9M |
| E20 Capital Ltd | 2.05% | New | 283,643 | $21.8M |
| Silvercrest Asset Management Group LLC | 0.15% | Reduce -10.0% | 261,111 | $20.1M |
| Ardsley Advisory Partners LP | 3.03% | Add +9.2% | 258,750 | $19.9M |
| Rhumbline Advisers | 0.02% | Add +8.2% | 247,262 | $19.0M |
| Voloridge Investment Management, LLC | 0.07% | New | 230,081 | $17.7M |
| Think Investments LP | 2.25% | Reduce -67.4% | 217,200 | $16.7M |
| Legal & General Group Plc | 0.00% | Reduce -3.4% | 209,025 | $16.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.6% | 202,867 | $15.6M |
| Trexquant Investment LP | 0.11% | New | 199,945 | $15.4M |
| Andar Capital Management HK Ltd | 12.89% | Add +3.4% | 196,000 | $15.1M |
| Victory Capital Management Inc. | 0.01% | Add +1.5% | 195,504 | $15.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -8.7% | 184,421 | $14.2M |
| Swiss National Bank | 0.01% | Add +6.9% | 183,000 | $14.1M |
| ExodusPoint Capital Management, LP | 0.13% | Add +92.7% | 173,030 | $13.3M |
| WCM Investment Management, LLC | 0.03% | Reduce -34.3% | 186,844 | $13.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -19.4% | 169,678 | $13.0M |
| Cooper Creek Partners Management LLC | 0.62% | Reduce -72.7% | 167,452 | $12.9M |
| Royce & Associates LP | 0.13% | Add +54.8% | 166,639 | $12.8M |
| Wells Fargo & Company | 0.00% | Reduce -30.2% | 165,787 | $12.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +1.2% | 157,462 | $12.6M |
| Boothbay Fund Management, LLC | 0.29% | New | 159,802 | $12.3M |
| Deutsche Bank AG | 0.00% | Add +7.5% | 147,893 | $11.4M |
| Great Lakes Advisors, LLC | 0.09% | Add +0.6% | 145,150 | $11.2M |
| California Public Employees Retirement System | 0.01% | New | 141,886 | $10.9M |
| Man Group plc | 0.02% | Add +35.8% | 135,283 | $10.4M |
| Federated Hermes, Inc. | 0.02% | Add +77.7% | 134,070 | $10.3M |
| State of Wisconsin Investment Board | 0.02% | Reduce -14.5% | 132,249 | $10.2M |
| SG Americas Securities, LLC | 0.01% | Add +16.5% | 125,582 | $9.7M |
| Pier Capital, LLC | 1.56% | Add +149.9% | 122,962 | $9.5M |
| First Trust Advisors LP | 0.01% | Add +8.4% | 116,061 | $8.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -7.1% | 113,457 | $8.7M |
| Algert Global LLC | 0.13% | Add +16.8% | 112,129 | $8.6M |
| Castleark Management LLC | 0.27% | Add +4.7% | 107,758 | $8.3M |
| California State Teachers Retirement System | 0.01% | Add +24.8% | 102,818 | $7.9M |
| Candriam S.C.A. | 0.04% | New | 97,140 | $7.5M |
| FMR LLC | 0.00% | Add +523.8% | 96,673 | $7.4M |
| Banco Santander, S.A. | 0.06% | Add +11.8% | 95,000 | $7.3M |
| Prudential Financial Inc. | 0.01% | Add +16.7% | 94,823 | $7.3M |
"% of holder's portfolio" is SMTC's weight in each manager's 13F, not the share of Semtech Corp. the manager owns.