SEMTECH CORP (SMTC) — Institutional Holders, Q2 2026

586 institutional investment managers reported a SMTC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $15.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← SMTC stock profile

SMTC in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

195

Added to

153

Trimmed

187

Sold out

Biggest buyers

JANE STREET GROUPAdded · +2,578,228 sh+$417.3M
PRICE T ROWE ASSOCIATESAdded · +1,145,090 sh+$185.3M
TREMBLANT CAPITAL GROUPNew · +887,268 sh+$143.6M
HEALTHCARE OF ONTARIO PENSION PLAN FUNDNew · +851,858 sh+$137.9M
TWO SIGMA INVESTMENTSAdded · +771,989 sh+$124.9M

Biggest sellers

BlackRockTrimmed · -4,472,780 sh-$723.9M
AMERIPRISE FINANCIALTrimmed · -3,999,464 sh-$647.3M
VANGUARD PORTFOLIO MANAGEMENTTrimmed · -1,594,040 sh-$258.0M
NOMURA ASSET MANAGEMENT INTERNATIONALTrimmed · -1,523,026 sh-$246.5M
DISCIPLINED GROWTH INVESTORSTrimmed · -1,251,715 sh-$202.6M

SMTC 13F holders ranked 1–100 of 586

Institutional investors reporting a position in SEMTECH CORP on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 9,749,439 sh	9,749,439	$1.6B	0.02%	-31.4%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 5,328,594 sh	5,328,594	$862.4M	0.04%	-23.0%
3	VANGUARD CAPITAL MANAGEMENT#3 · 4,199,493 sh	4,199,493	$679.7M	0.01%	+1.3%
4	AMERIPRISE FINANCIAL#4 · 3,450,916 sh	3,450,916	$559.0M	0.11%	-53.7%
5	STATE STREET#5 · 3,389,044 sh	3,389,044	$548.4M	0.02%	-16.5%
6	JANE STREET GROUP#6 · 3,351,040 sh	3,351,040	$542.4M	0.04%	+333.6%
7	Capital Research Global Investors#7 · 2,954,432 sh	2,954,432	$478.2M	0.07%	-28.8%
8	GEODE CAPITAL MANAGEMENT#8 · 2,253,786 sh	2,253,786	$366.6M	0.02%	-10.8%
9	Hood River Capital Management#9 · 2,250,382 sh	2,250,382	$364.2M	2.64%	-1.6%
10	MORGAN STANLEY#10 · 2,020,198 sh	2,020,198	$319.1M	0.02%	+37.8%
11	WELLINGTON MANAGEMENT GROUP LLP#11 · 1,915,766 sh	1,915,766	$310.1M	0.05%	-37.2%
12	BANK OF AMERICA#12 · 2,252,782 sh	2,252,782	$302.7M	0.02%	+97.0%
13	PRICE T ROWE ASSOCIATES#13 · 1,347,957 sh	1,347,957	$218.2M	0.02%	+564.5%
14	NORGES BANK#14 · 1,247,833 sh	1,247,833	$202.0M	0.02%	—
15	UBS Group AG#15 · 1,768,041 sh	1,768,041	$189.4M	0.02%	-50.0%
16	MILLENNIUM MANAGEMENT#16 · 1,141,594 sh	1,141,594	$184.8M	0.07%	-41.9%
17	WESTFIELD CAPITAL MANAGEMENT#17 · 1,133,268 sh	1,133,268	$183.4M	0.60%	-11.5%
18	DISCIPLINED GROWTH INVESTORS#18 · 955,033 sh	955,033	$154.6M	2.62%	-56.7%
19	BNP PARIBAS FINANCIAL MARKETS#19 · 15,003,769 sh	15,003,769	$151.2M	0.05%	+20.8%
20	TREMBLANT CAPITAL GROUP#20 · 887,268 sh	887,268	$143.6M	4.12%	New
21	NORTHERN#21 · 852,181 sh	852,181	$137.9M	0.02%	-14.2%
22	HEALTHCARE OF ONTARIO PENSION PLAN FUND#22 · 851,858 sh	851,858	$137.9M	0.19%	New
23	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#23 · 842,125 sh	842,125	$136.3M	0.02%	+396.3%
24	TWO SIGMA INVESTMENTS#24 · 820,898 sh	820,898	$132.9M	0.10%	+1578.4%
25	JPMORGAN CHASE#25 · 833,668 sh	833,668	$130.8M	<0.01%	+2.1%
26	SG Americas Securities#26 · 787,691 sh	787,691	$127.5M	0.07%	+527.2%
27	CITADEL ADVISORS#27 · 783,346 sh	783,346	$126.8M	0.01%	-29.1%
28	Artisan Partners Limited Partnership#28 · 763,924 sh	763,924	$123.6M	0.20%	-51.0%
29	Invesco Ltd.#29 · 759,755 sh	759,755	$123.0M	<0.01%	-1.5%
30	ALLIANCEBERNSTEIN L.P.#30 · 1,567,024 sh	1,567,024	$120.5M	0.04%	-33.8%
31	NOMURA ASSET MANAGEMENT INTERNATIONAL#31 · 1,945,128 sh	1,945,128	$118.7M	0.18%	-47.6%
32	GOLDMAN SACHS GROUP#32 · 720,565 sh	720,565	$116.6M	0.01%	-20.0%
33	SUSQUEHANNA INTERNATIONAL GROUP, LLP#33 · 689,330 sh	689,330	$111.6M	<0.01%	+1279.9%
34	CHARLES SCHWAB INVESTMENT MANAGEMENT#34 · 684,276 sh	684,276	$110.8M	0.01%	-31.3%
35	Point72 Asset Management, L.P.#35 · 681,875 sh	681,875	$110.4M	0.12%	New
36	HRT FINANCIAL#36 · 686,378 sh	686,378	$108.2M	0.27%	New
37	JENNISON ASSOCIATES#37 · 667,291 sh	667,291	$108.0M	0.06%	-10.4%
38	Squarepoint Ops#38 · 658,535 sh	658,535	$106.6M	0.12%	+37.6%
39	VANGUARD FIDUCIARY#39 · 602,140 sh	602,140	$97.5M	0.02%	-6.6%
40	MASSACHUSETTS FINANCIAL SERVICES#40 · 596,020 sh	596,020	$96.5M	0.03%	New
41	Nuveen#41 · 570,498 sh	570,498	$92.3M	0.02%	-26.0%
42	Capital International Investors#42 · 552,366 sh	552,366	$89.4M	0.02%	+2.8%
43	Atreides Management#43 · 551,214 sh	551,214	$89.2M	0.62%	+1.7%
44	Dorsal Capital Management#44 · 550,000 sh	550,000	$89.0M	3.15%	-31.2%
45	Bank of New York Mellon#45 · 542,011 sh	542,011	$87.7M	0.01%	+7.2%
46	Neuberger Berman Group#46 · 541,321 sh	541,321	$87.4M	0.06%	-51.8%
47	FRANKLIN RESOURCES#47 · 533,810 sh	533,810	$86.4M	0.02%	+51.3%
48	Sculptor Capital#48 · 17,821,000 sh	17,821,000	$77.5M	0.63%	+4.5%
49	SILVERBACK ASSET MANAGEMENT#49 · 17,674,000 sh	17,674,000	$76.7M	8.29%	+40.2%
50	SEI INVESTMENTS#50 · 464,868 sh	464,868	$75.2M	0.07%	+29.9%
51	LINDEN ADVISORS#51 · 16,664,000 sh	16,664,000	$72.3M	0.37%	0.0%
52	LORD, ABBETT#52 · 435,138 sh	435,138	$70.4M	0.20%	-0.9%
53	DRIEHAUS CAPITAL MANAGEMENT#53 · 419,633 sh	419,633	$67.9M	0.39%	-33.2%
54	GW&K Investment Management#54 · 405,585 sh	405,585	$65.6M	0.51%	-15.1%
55	EMERALD ADVISERS#55 · 393,030 sh	393,030	$63.6M	1.50%	-14.0%
56	SCHRODER INVESTMENT MANAGEMENT GROUP#56 · 404,060 sh	404,060	$63.1M	0.04%	-44.7%
57	DigitalBridge Group#57 · 361,212 sh	361,212	$58.5M	3.50%	-35.6%
58	DIMENSIONAL FUND ADVISORS#58 · 355,275 sh	355,275	$57.5M	0.01%	-4.0%
59	Qube Research & Technologies Ltd#59 · 353,452 sh	353,452	$57.2M	0.05%	+1585.0%
60	CITIGROUP#60 · 353,076 sh	353,076	$57.1M	0.02%	-30.8%
61	Assenagon Asset Management S.A.#61 · 349,688 sh	349,688	$56.6M	—	-55.2%
62	RHUMBLINE ADVISERS#62 · 329,536 sh	329,536	$53.3M	0.04%	+33.3%
63	CRAMER ROSENTHAL MCGLYNN#63 · 328,140 sh	328,140	$53.1M	2.69%	-20.8%
64	LOOMIS SAYLES & L P#64 · 312,528 sh	312,528	$50.6M	0.06%	New
65	Portolan Capital Management#65 · 294,619 sh	294,619	$47.7M	1.79%	-11.3%
66	FRED ALGER MANAGEMENT#66 · 287,075 sh	287,075	$46.5M	0.15%	-14.5%
67	Allspring Global Investments#67 · 301,807 sh	301,807	$44.4M	0.07%	+91.7%
68	D. E. Shaw#68 · 272,363 sh	272,363	$44.1M	0.02%	New
69	LOS ANGELES CAPITAL MANAGEMENT#69 · 271,083 sh	271,083	$43.9M	0.16%	+507.5%
70	Alta Park Capital#70 · 257,938 sh	257,938	$41.7M	3.83%	New
71	EMERALD MUTUAL FUND ADVISERS#71 · 257,359 sh	257,359	$41.7M	1.46%	-9.7%
72	VOYA INVESTMENT MANAGEMENT#72 · 254,289 sh	254,289	$41.2M	0.04%	+794.5%
73	Broad Bay Capital Management#73 · 248,700 sh	248,700	$40.3M	3.76%	-21.3%
74	PUBLIC SECTOR PENSION INVESTMENT BOARD#74 · 244,637 sh	244,637	$39.6M	0.10%	-26.1%
75	CANADA PENSION PLAN INVESTMENT BOARD#75 · 242,900 sh	242,900	$39.3M	0.02%	New
76	FEDERATED HERMES#76 · 232,314 sh	232,314	$37.6M	0.05%	+73.3%
77	NEW YORK STATE COMMON RETIREMENT FUND#77 · 226,032 sh	226,032	$36.6M	0.05%	-30.7%
78	Walleye Capital#78 · 222,602 sh	222,602	$36.0M	0.13%	+386.8%
79	Park West Asset Management#79 · 221,162 sh	221,162	$35.8M	2.44%	-42.6%
80	FIRST ADVISORS#80 · 217,629 sh	217,629	$35.2M	0.02%	+87.5%
81	Schonfeld Strategic Advisors#81 · 217,297 sh	217,297	$35.2M	0.13%	-43.9%
82	FMR#82 · 1,328,797 sh	1,328,797	$34.5M	<0.01%	+6.9%
83	PRINCIPAL FINANCIAL GROUP#83 · 210,405 sh	210,405	$34.1M	0.02%	-53.5%
84	RENAISSANCE TECHNOLOGIES#84 · 207,116 sh	207,116	$33.5M	0.05%	New
85	Quadrature Capital Ltd#85 · 204,514 sh	204,514	$33.1M	0.28%	New
86	E20 Capital Ltd#86 · 200,167 sh	200,167	$32.4M	2.61%	-29.4%
87	Fiera Capital#87 · 194,296 sh	194,296	$31.4M	0.11%	-42.9%
88	NORTHWESTERN MUTUAL WEALTH MANAGEMENT#88 · 193,626 sh	193,626	$31.3M	0.02%	New
89	Russell Investments Group, Ltd.#89 · 191,186 sh	191,186	$30.9M	0.03%	+65.6%
90	WESTWOOD GROUP#90 · 187,778 sh	187,778	$30.4M	0.23%	New
91	Swiss National Bank#91 · 186,500 sh	186,500	$30.2M	0.02%	+1.9%
92	SG Capital Management#92 · 176,004 sh	176,004	$28.5M	2.35%	New
93	Parallax Volatility Advisers, L.P.#93 · 5,524,894 sh	5,524,894	$27.8M	0.05%	+0.1%
94	Walleye Trading#94 · 165,173 sh	165,173	$26.7M	0.03%	New
95	Andar Capital Management HK Ltd#95 · 162,000 sh	162,000	$26.2M	11.77%	-17.3%
96	ING GROEP NV#96 · 161,400 sh	161,400	$26.1M	0.13%	New
97	ExodusPoint Capital Management#97 · 160,691 sh	160,691	$26.0M	0.17%	-7.1%
98	Capital World Investors#98 · 158,165 sh	158,165	$25.6M	<0.01%	New
99	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#99 · 154,436 sh	154,436	$25.0M	0.01%	+8.8%
100	VICTORY CAPITAL MANAGEMENT#100 · 153,125 sh	153,125	$24.8M	0.01%	-21.7%

Funds that sold out of SMTC in Q2 2026 (50)

Held SMTC at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held SMTC in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Granahan Investment Management370,642 sh	370,642	$28.5M
SORA INVESTORS344,047 sh	344,047	$26.5M
Think Investments217,200 sh	217,200	$16.7M
Polar Asset Management Partners74,107 sh	74,107	$5.7M
AYAL Capital Advisors Ltd72,400 sh	72,400	$5.6M
MOODY ALDRICH PARTNERS64,326 sh	64,326	$4.9M
SummitTX Capital, L.P.42,218 sh	42,218	$3.2M
SCALAR GAUGE MANAGEMENT40,000 sh	40,000	$3.1M
B. Metzler seel. Sohn & AG38,980 sh	38,980	$3.0M
Gotham Asset Management37,852 sh	37,852	$2.9M
CONGRESS ASSET MANAGEMENT36,978 sh	36,978	$2.8M
TWINBEECH CAPITAL36,808 sh	36,808	$2.8M
Paloma Partners Management31,500 sh	31,500	$2.4M
Militia Capital Management30,000 sh	30,000	$2.3M
PEAK627,528 sh	27,528	$2.1M
MOODY NATIONAL BANK DIVISION26,915 sh	26,915	$2.1M
BLUE JEAN FINANCIAL24,092 sh	24,092	$1.9M
Boston Partners22,868 sh	22,868	$1.8M
Shay Capital22,210 sh	22,210	$1.7M
ICON ADVISERS20,000 sh	20,000	$1.5M
Havemeyer Place19,886 sh	19,886	$1.5M
HARBOR CAPITAL ADVISORS16,566 sh	16,566	$1.3M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.12,486 sh	12,486	$960.0K
ALLSTATE11,193 sh	11,193	$860.6K
Empowered Funds7,103 sh	7,103	$546.1K
EP Wealth Advisors6,599 sh	6,599	$507.4K
SIERRA SUMMIT ADVISORS5,968 sh	5,968	$458.9K
Alight Capital Management5,000 sh	5,000	$384.4K
CIBC Bancorp USA4,758 sh	4,758	$365.8K
NATIXIS4,350 sh	4,350	$334.5K
GTS SECURITIES3,712 sh	3,712	$285.4K
SEB Asset Management AB3,036 sh	3,036	$233.4K
Abacus Wealth Partners2,673 sh	2,673	$205.5K
Concentric Capital Strategies2,632 sh	2,632	$202.4K
Salomon & Ludwin948 sh	948	$78.4K
Sound Income Strategies776 sh	776	$62.1K
MAI Capital Management480 sh	480	$36.9K
TWIN PEAKS WEALTH ADVISORS264 sh	264	$20.3K
EASTERN BANK217 sh	217	$16.7K
Ronald Blue200 sh	200	$15.4K
Optiver Holding B.V.107 sh	107	$8.2K
Root Financial Partners70 sh	70	$5.4K
Annis Gardner Whiting Capital Advisors47 sh	47	$3.6K
Scarborough Advisors45 sh	45	$3.5K
Golden State Equity Partners18 sh	18	$1.4K
GILPIN WEALTH MANAGEMENT14 sh	14	$1.1K
Ankerstar Wealth14 sh	14	$1.1K
Rachor Investment Advisory Services5 sh	5	$385.00
Abound Wealth Management4 sh	4	$308.00
WOLVERINE ASSET MANAGEMENT2 sh	2	$154.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.