SEMTECH CORP hedge fund holdings
SMTCNASDAQ$192.83-2.05 (-1.05% today)
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
SMTC · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+182.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 152 | 119 | $774M | $428M | 296 | Aug 14, 2025 |
| Q3 2025 | 151 | 117 | $922M | $872M | 326 | Nov 14, 2025 |
| Q4 2025 | 166 | 118 | $720M | $973M | 376 | Feb 14, 2026 |
| Q1 2026 | 193 | 123 | $1.07B | $1.3B | 419 | May 15, 2026 |
| Q2 2026 | 280 | 197 | $2.94B | $4.54B | 539 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
539 filersNew position
164$1.23B+7.62M sh
Increased
116$1.71B+10.6M sh
Reduced
154-$4.27B-26.4M sh
Out / sold
43-$269M-1.66M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Nomura Asset Management International Inc. | Reduce 68.51% | -$247M | $113M | 0.17% | Aug 14, 2026 |
| Disciplined Growth Investors Inc | Reduce 56.72% | -$203M | $155M | 2.62% | Aug 14, 2026 |
| Tremblant Capital Group | New Buy | +$144M | $144M | 4.12% | Aug 14, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | New Buy | +$138M | $138M | 0.19% | Aug 13, 2026 |
| Artisan Partners Limited Partnership | Reduce 50.97% | -$129M | $124M | 0.20% | Aug 13, 2026 |
| Massachusetts Financial Services Co | New Buy | +$96.5M | $96.5M | 0.03% | Aug 3, 2026 |
| Wellington Management Group LLP | Reduce 19.66% | -$75.9M | $310M | 0.05% | Aug 14, 2026 |
| Palisade Capital Management, LP | Reduce 75.47% | -$58.8M | $19.1M | 0.83% | Aug 14, 2026 |
| Schroder Investment Management Group | Reduce 44.74% | -$51.1M | $63.1M | 0.04% | Aug 13, 2026 |
| Loomis Sayles & Co L P | New Buy | +$50.6M | $50.6M | 0.06% | Aug 14, 2026 |
| Clearline Capital LP | Reduce 75.66% | -$46.9M | $15.1M | 0.90% | Aug 14, 2026 |
| Alta Park Capital, LP | New Buy | +$41.7M | $41.7M | 3.83% | Aug 14, 2026 |
| Dorsal Capital Management, LP | Reduce 31.25% | -$40.5M | $89M | 3.15% | Aug 14, 2026 |
| Canada Pension Plan Investment Board | New Buy | +$39.3M | $39.3M | 0.02% | Aug 14, 2026 |
| Driehaus Capital Management LLC | Reduce 33.23% | -$33.8M | $67.9M | 0.39% | Aug 14, 2026 |
| DigitalBridge Group, Inc. | Reduce 35.63% | -$32.4M | $58.5M | 3.50% | Aug 14, 2026 |
| Westwood Holdings Group Inc | New Buy | +$30.4M | $30.4M | 0.23% | Aug 14, 2026 |
| Voloridge Investment Management, LLC | Reduce 73.18% | -$27.3M | $9.99M | 0.04% | Aug 14, 2026 |
| Park West Asset Management LLC | Reduce 42.56% | -$26.5M | $35.8M | 2.44% | Aug 14, 2026 |
| Sora Investors LLC | Sell 100% | -$26.5M | $0 | 0.00% | Aug 14, 2026 |
| ING Groep NV | New Buy | +$26.1M | $26.1M | 0.13% | Aug 13, 2026 |
| Capital World Investors | New Buy | +$25.6M | $25.6M | 0.00% | Aug 12, 2026 |
| Westfield Capital Management Co LP | Reduce 11.50% | -$23.8M | $183M | 0.60% | Aug 12, 2026 |
| Fiera Capital Corp | Reduce 42.94% | -$23.7M | $31.4M | 0.11% | Aug 7, 2026 |
| Silvercrest Asset Management Group LLC | Reduce 54.47% | -$23M | $19.2M | 0.13% | Aug 14, 2026 |
| Tidal Investments LLC | New Buy | +$22.7M | $22.7M | 0.04% | Aug 13, 2026 |
| Weiss Asset Management LP | New Buy | +$20.3M | $20.3M | 0.21% | Aug 14, 2026 |
| WCM Investment Management, LLC | Reduce 64.61% | -$18.8M | $10.3M | 0.02% | Aug 13, 2026 |
| Ardmore Road Asset Management LP | New Buy | +$17.8M | $17.8M | 1.05% | Aug 14, 2026 |
| Think Investments LP | Sell 100% | -$16.7M | $0 | 0.00% | Aug 14, 2026 |
| First Trust Advisors LP | Added 87.51% | +$16.4M | $35.2M | 0.02% | Aug 11, 2026 |
| Retirement Systems of Alabama | New Buy | +$16.4M | $16.4M | 0.05% | Jul 28, 2026 |
| Public Sector Pension Investment Board | Reduce 26.11% | -$14M | $39.6M | 0.10% | Aug 13, 2026 |
| Cramer Rosenthal Mcglynn LLC | Reduce 20.84% | -$14M | $53.1M | 2.69% | Aug 13, 2026 |
| Ossiam | New Buy | +$13.5M | $13.5M | 0.18% | Aug 13, 2026 |
| E20 Capital Ltd | Reduce 29.43% | -$13.5M | $32.4M | 2.61% | Aug 13, 2026 |
| Jennison Associates LLC | Reduce 10.36% | -$12.5M | $108M | 0.06% | Aug 3, 2026 |
| BIT Capital GmbH | New Buy | +$12.1M | $12.1M | 0.36% | Aug 12, 2026 |
| Catalyst Funds Management Pty Ltd | New Buy | +$12.1M | $12.1M | 0.68% | Aug 10, 2026 |
| KP Management LLC | New Buy | +$11.3M | $11.3M | 2.13% | Aug 14, 2026 |
| iA Global Asset Management Inc. | New Buy | +$11.3M | $11.3M | 0.13% | Jul 29, 2026 |
| Polymer Capital Management (US) LLC | New Buy | +$11.2M | $11.2M | 1.48% | Aug 14, 2026 |
| Peregrine Capital Management LLC | New Buy | +$11.1M | $11.1M | 0.36% | Jul 17, 2026 |
| Broad Bay Capital Management, LP | Reduce 21.30% | -$10.9M | $40.3M | 3.76% | Aug 14, 2026 |
| FORA Capital, LLC | New Buy | +$10.4M | $10.4M | 0.72% | Aug 13, 2026 |
| Emerald Advisers, LLC | Reduce 14.00% | -$10.4M | $63.6M | 1.50% | Aug 5, 2026 |
| Bridgewater Associates, LP | Reduce 80.12% | -$9.98M | $2.48M | 0.01% | Aug 14, 2026 |
| Talos Eurisko Asset Management LP | New Buy | +$9.92M | $9.92M | 1.41% | Aug 12, 2026 |
| Osterweis Capital Management Inc | New Buy | +$9.78M | $9.78M | 0.46% | Aug 14, 2026 |
| Banco Santander, S.A. | Reduce 63.16% | -$9.71M | $5.66M | 0.04% | Jul 29, 2026 |
| Kornitzer Capital Management Inc | Added 105.90% | +$9.28M | $18M | 0.38% | Jul 31, 2026 |
| Susquehanna Portfolio Strategies, LLC | Reduce 65.20% | -$8.71M | $4.65M | 0.07% | Aug 14, 2026 |
| Swedbank AB | New Buy | +$8.45M | $8.45M | 0.01% | Jul 15, 2026 |
| SIH Partners, LLLP | New Buy | +$8.09M | $8.09M | 0.05% | Aug 14, 2026 |
| Fred Alger Management, LLC | Reduce 14.46% | -$7.86M | $46.5M | 0.15% | Aug 14, 2026 |
| Convergence Investment Partners, LLC | New Buy | +$7.68M | $7.68M | 0.73% | Jul 31, 2026 |
| Atika Capital Management LLC | New Buy | +$7.45M | $7.45M | 0.49% | Aug 13, 2026 |
| G2 Investment Partners Management LLC | Added 96.18% | +$6.99M | $14.3M | 2.60% | Aug 14, 2026 |
| Militia Capital Management LLC | Sell 100% | -$6.92M | $0 | 0.00% | Aug 12, 2026 |
| Great Lakes Advisors, LLC | Reduce 29.26% | -$6.87M | $16.6M | 0.13% | Aug 10, 2026 |
| Thrivent Financial for Lutherans | Reduce 66.52% | -$6.65M | $3.35M | 0.01% | Aug 14, 2026 |
| Divisadero Street Capital Management, LP | New Buy | +$6.47M | $6.47M | 0.15% | Aug 14, 2026 |
| Treasurer of the State of North Carolina | New Buy | +$6.39M | $6.39M | 0.02% | Aug 14, 2026 |
| Portolan Capital Management, LLC | Reduce 11.35% | -$6.1M | $47.7M | 1.79% | Aug 14, 2026 |
| Hood River Capital Management LLC | Reduce 1.62% | -$6.01M | $364M | 2.64% | Aug 14, 2026 |
| Prescott Group Capital Management, L.L.C. | New Buy | +$5.99M | $5.99M | 0.52% | Aug 7, 2026 |
| State of Alaska, Department of Revenue | Reduce 73.41% | -$5.93M | $2.15M | 0.02% | Jul 20, 2026 |
| Pier Capital, LLC | Reduce 28.40% | -$5.65M | $14.2M | 1.89% | Aug 5, 2026 |
| AYAL Capital Advisors Ltd | Sell 100% | -$5.57M | $0 | 0.00% | Aug 14, 2026 |
| Andar Capital Management HK Ltd | Reduce 17.35% | -$5.5M | $26.2M | 11.77% | Aug 7, 2026 |
| Jain Global LLC | Added 49.10% | +$5.35M | $16.2M | 0.06% | Aug 14, 2026 |
| Jefferies Financial Group Inc. | Reduce 79.18% | -$5.3M | $1.39M | 0.01% | Aug 17, 2026 |
| Inspire Advisors, LLC | Added 866.36% | +$5.15M | $5.75M | 0.40% | Aug 13, 2026 |
| Moody Aldrich Partners LLC | Sell 100% | -$4.95M | $0 | 0.00% | Jul 15, 2026 |
| Hodges Capital Management Inc. | Reduce 33.88% | -$4.91M | $9.58M | 0.63% | Aug 3, 2026 |
| Credit Agricole S A | Added 151.60% | +$4.88M | $8.09M | 0.02% | Aug 14, 2026 |
| Apis Capital Advisors, LLC | New Buy | +$4.86M | $4.86M | 0.47% | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | Reduce 63.84% | -$4.81M | $2.72M | 0.03% | Aug 12, 2026 |
| Katamaran Capital LLP | Reduce 71.87% | -$4.78M | $1.87M | 1.49% | Jul 21, 2026 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | Reduce 75.35% | -$4.75M | $1.55M | 0.07% | Jul 23, 2026 |
| Albar Capital Partners LLP | New Buy | +$4.73M | $4.73M | 0.62% | Aug 14, 2026 |
| Ariose Capital Management Ltd | New Buy | +$4.69M | $4.69M | 2.00% | Jul 27, 2026 |
| Freestone Grove Partners LP | Added 47.07% | +$4.48M | $14M | 0.09% | Aug 14, 2026 |
| Emerald Mutual Fund Advisers Trust | Reduce 9.71% | -$4.48M | $41.7M | 1.46% | Aug 5, 2026 |
| Intrinsic Edge Capital Management LLC | New Buy | +$3.72M | $3.72M | 0.38% | Aug 12, 2026 |
| Navellier & Associates Inc | New Buy | +$3.68M | $3.68M | 0.29% | Aug 4, 2026 |
| Elo Mutual Pension Insurance Co | New Buy | +$3.67M | $3.67M | 0.05% | Aug 13, 2026 |
| Summit Creek Advisors LLC | New Buy | +$3.54M | $3.54M | 1.20% | Aug 7, 2026 |
| State of Michigan Retirement System | New Buy | +$3.53M | $3.53M | 0.02% | Jul 30, 2026 |
| Northwestern Mutual Investment Management Company, LLC | New Buy | +$3.39M | $3.39M | 0.04% | Aug 12, 2026 |
| SummitTX Capital, L.P. | Sell 100% | -$3.25M | $0 | 0.00% | Aug 14, 2026 |
| Maxi Investments CY Ltd | Reduce 68.62% | -$3.22M | $1.47M | 0.30% | Aug 13, 2026 |
| New Mexico Educational Retirement Board | New Buy | +$3.12M | $3.12M | 0.08% | Jul 29, 2026 |
| Scalar Gauge Management, LLC | Sell 100% | -$3.08M | $0 | 0.00% | Aug 14, 2026 |
| EFG International AG | Reduce 28.85% | -$3.05M | $7.52M | 0.14% | Aug 14, 2026 |
| Van Eck Associates Corp | Added 43.83% | +$3.02M | $9.91M | 0.01% | Aug 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | Sell 100% | -$3M | $0 | 0.00% | Aug 11, 2026 |
| Voleon Capital Management LP | New Buy | +$2.91M | $2.91M | 0.05% | Aug 14, 2026 |
| Gotham Asset Management, LLC | Sell 100% | -$2.91M | $0 | 0.00% | Aug 14, 2026 |
| Congress Asset Management Co | Sell 100% | -$2.84M | $0 | 0.00% | Jul 7, 2026 |