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SMTC in the 13F filings

Semtech Corp · CUSIP 816850101

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 13 Aug 2024
Managers listing it
11
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 6 listed it in both
Shares listed
17,893,138
combined, among listed positions
Reported value
$535m
combined, at the quarter end

Among the 94 comparable managers: 9 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SMTC in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

11 of 11 holders

ActionFiling
AllianceBernstein LP4,844,610$145m0.05%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Millennium Management LLC3,646,449$109m0.05%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Capital Research Global Investors2,755,828$82munder 0.1%Trimmed-1,504,13713 Aug 2024 (the filing on sec.gov)
Neuberger Berman Group LLC1,686,264$50munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Two Sigma Investments LP1,268,719$38m0.09%Added+310,99314 Aug 2024 (the filing on sec.gov)
Two Sigma Advisers LP1,097,500$33m0.07%Added+551,80014 Aug 2024 (the filing on sec.gov)
Balyasny Asset Management LLC1,046,411$31m0.05%Trimmed-661,82814 Aug 2024 (the filing on sec.gov)
Voloridge Investment Management LLC943,553$28m0.10%Added+17,43114 Aug 2024 (the filing on sec.gov)
Tudor Investment Corp278,861$8.3munder 0.1%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Woodline Partners LP171,645$5.1munder 0.1%Added+69,59314 Aug 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP153,298$4.6munder 0.1%Newnew13 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
9 in Q3 2024 to 21 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SMTC by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20133$197mn.a.n.a.
Q3 20134$128mn.a.n.a.
Q4 20133$21mn.a.n.a.
Q1 20146$265mn.a.n.a.
Q2 20145$253mn.a.n.a.
Q3 20142$195mn.a.n.a.
Q4 20142$193mn.a.n.a.
Q1 20151$22mn.a.n.a.
Q2 20151$16mn.a.n.a.
Q3 20152$156mn.a.n.a.
Q4 20153$206mn.a.n.a.
Q1 20162$190mn.a.n.a.
Q2 20162$174mn.a.n.a.
Q3 20163$166mn.a.n.a.
Q4 20164$42mn.a.n.a.
Q1 20172$29mn.a.n.a.
Q2 20171$22mn.a.n.a.
Q3 20173$406mn.a.n.a.
Q4 20173$381mn.a.n.a.
Q1 20183$25mn.a.n.a.
Q2 20184$134mn.a.n.a.
Q3 20186$295mn.a.n.a.
Q4 20186$106mn.a.n.a.
Q1 20197$236mn.a.n.a.
Q2 20191$42mn.a.n.a.
Q3 20195$310mn.a.n.a.
Q4 20194$317mn.a.n.a.
Q1 20206$228mn.a.n.a.
Q2 20203$289mn.a.n.a.
Q3 20203$342mn.a.n.a.
Q4 20207$927mn.a.n.a.
Q1 20218$842mn.a.n.a.
Q2 20218$302mn.a.n.a.
Q3 20216$462mn.a.n.a.
Q4 20217$503mn.a.n.a.
Q1 202212$340mn.a.n.a.
Q2 20228$246mn.a.n.a.
Q3 202212$195mn.a.n.a.
Q4 202213$209mn.a.n.a.
Q1 202310$94mn.a.n.a.
Q2 20237$201mn.a.n.a.
Q3 20239$255mn.a.n.a.
Q4 20239$224m62
Q1 20249$280m63
Q2 202411$535m92
Q3 20249$597m36
Q4 202414$935m67
Q1 202512$575m113
Q2 202512$829m84
Q3 202511$1.2bn57
Q4 202513$1.3bn2012
Q1 202615$1.2bn2115
Q2 202621$2.7bn2417

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SMTC and NVDA →SMTC and AVGO →SMTC and MU →Choose a stock to compare with SMTC →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SMTC, latest filings →Back to the 13F Explorer →