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SMTCInformation TechnologyCommon Stock

Semtech Corp

Held by 12 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 816850101 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 12 of the investors we track own this stock. In the latest quarter, 5 of them bought more of it and 7 sold some or all of theirs (3 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
12
+2 vs last quarter (like-for-like)
Total value held
$910.19M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.1%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$420.98M
+146.6% vs last quarter
Net shares bought
+640.0K
Est. net flow +$105.53M
Quarter activity
5 bought · 7 sold
3 new · 1 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns SMTC?

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Who owns SMTC? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Norges Bank Norges Bank Investment Management 1.25M $201.96M 0.0% — — — —
2 Israel Englander Millennium Management 1.14M $184.77M 0.1% Reduced -824.1K -41.9% -$133.38M
3 Two Sigma Two Sigma Investments 820.90K $132.86M 0.1% Added +772.0K +1578.4% +$124.95M
4 Ken Griffin Citadel Advisors 783.35K $126.78M 0.1% Reduced -322.2K -29.1% -$52.15M
5 Steve Cohen Point72 Asset Management 681.88K $110.36M 0.2% New +681.9K — +$110.36M
6 Fred Alger Fred Alger Management 287.07K $46.46M 0.2% Reduced -48.5K -14.5% -$7.86M
7 David Shaw D.E. Shaw & Co. 272.36K $44.08M 0.0% New +272.4K — +$44.08M
8 Jim Simons Renaissance Technologies 207.12K $33.52M 0.0% New +207.1K — +$33.52M
9 Chuck Royce Royce & Associates 146.92K $23.78M 0.2% Reduced -19.7K -11.8% -$3.19M
10 Ray Dalio Bridgewater Associates 15.29K $2.48M 0.0% Reduced -61.6K -80.1% -$9.98M
11 Polen Capital Polen Capital Management 13.35K $2.16M 0.0% Added +6.8K +103.8% +$1.10M
12 Ken Fisher Fisher Asset Management 6.02K $974.50K 0.0% Reduced -1.1K -15.2% -$174.64K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Boston Partners Boston Partners Global Investors -22.9K $1.76M

Politician trades

Politician trades in SMTC

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician Date Ticker Asset Type Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. Est. size ⓘOur estimate only: the midpoint of the reported range. Owner Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. Filed ↓ Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. Source
Gil Cisneros Politician Sep 29, 2026 SMTC Semtech Corporation - Common Stock (SMTC) [ST] Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America Oct 12, 2026 13 days PTR ↗
Gil Cisneros Politician Jul 21, 2026 SMTC Semtech Corporation - Common Stock Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self — Sep 4, 2026 45 days PTR ↗
Gil Cisneros Politician Jul 16, 2026 SMTC Semtech Corporation - Common Stock (SMTC) [ST] Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America Sep 4, 2026 50 days Late PTR ↗
Gil Cisneros Politician Jun 30, 2026 SMTC Semtech Corporation - Common Stock (SMTC) [ST] Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America Jul 2, 2026 2 days PTR ↗
Gil Cisneros Politician Mar 3, 2026 SMTC Semtech Corporation - Common Stock (SMTC) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America Apr 7, 2026 35 days PTR ↗
Gil Cisneros Politician Jan 20, 2026 SMTC Semtech Corporation - Common Stock (SMTC) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America Feb 13, 2026 24 days PTR ↗
Gil Cisneros Politician Sep 2, 2025 SMTC Semtech Corporation - Common Stock (SMTC) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America Sep 12, 2025 10 days PTR ↗
Gil Cisneros Politician Aug 26, 2025 SMTC Semtech Corporation - Common Stock (SMTC) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America Sep 12, 2025 17 days PTR ↗