SMTC — Semtech Corporation

In 2026 Q2, 16 of the 140 tracked hedge funds reported a position in Semtech Corporation (SMTC), worth $357.94M combined. Over the quarter 9 opened or added, 7 trimmed or exited.

Hedge fund holders, 2026 Q2

FundValuePortfolio %Change
Atreides$89.21M0.80%+1.7%
Emerald$63.61M1.50%-14%
Emerald Mutual$41.65M1.50%-9.7%
Renaissance$33.52M0.05%NEW
Quadrature$33.10M0.28%NEW
Andar$26.22M11.80%-17.3%
BIT$12.14M0.42%NEW
Polymer$11.20M1.70%NEW
Talos$9.92M1.50%NEW
VanEck$9.91M0.00%+43.8%
Ardsley$7.28M0.79%-82.6%
Essex$6.19M0.81%-24.5%
Tairen$6.00M0.53%NEW
Navellier$3.68M0.29%NEW
Persistent$3.54M1.10%-30.3%
Caxton Associates$768.46K0.01%-64.1%

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Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.