SEMTECH CORP

$SMTC
Smart money positioned

10 of the Top-200 alpha managers hold $SMTC as of the latest 13F snapshot.

13F holders
425
Insider buys · 90d
0
Congress · 90d
1trades

Smart Money · top-200 alpha cohort

10 holders · Q1 2026

$SMTC is held by 10 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.07%, with an average of 0.02% of portfolio. Largest holder: Voloridge Investment Management, LLC at 0.07%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 425 · Source: 13F-HR
01
Envestnet Asset Management Inc.
0.05% of portfolio
4,152,082 sh
02
Bahl & Gaynor Inc.
0.01% of portfolio
4,151,982 sh
03
Axa S.a.
0.01% of portfolio
4,059,266 sh
04
State Street
0.01% of portfolio
3,848,245 sh
05
Poplar Forest Capital LLC
0.21% of portfolio
3,116,068 sh
06
Exor N.V.
0.01% of portfolio
2,430,211 sh
07
Staley Capital Advisers Inc.
0.06% of portfolio
2,366,311 sh
08
Hood River Capital Management LLC
1.77% of portfolio
2,287,529 sh
09
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
1.82% of portfolio
2,287,529 sh
10
Graham Holdings Co
3.47% of portfolio
2,206,748 sh
See all 425 13F holders · Pro →

Insider activity · last 90 days

45 transactions · 10 filers
09 Feb 2026
Silberstein Asaf
▼ SOLD
10,000
$92.00
S
02 Feb 2026
Silberstein Asaf
▼ SOLD
10,000
$88.00
S
22 Jan 2026
Silberstein Asaf
▼ SOLD
5,000
$83.00
S
22 Jan 2026
Silberstein Asaf
▼ SOLD
5,000
$83.00
S
21 Jan 2026
Walsh Paul V Jr
▼ SOLD
500
$78.25
S
09 Jan 2026
Fischer Gregory Michael
▼ SOLD
1,034
$75.50
S
08 Jan 2026
Wilson John Michael
▼ SOLD
5,000
$75.12
S
07 Jan 2026
Gillai Saar
▼ SOLD
3,600
$75.26
S
05 Jan 2026
Lin Mark
▼ SOLD
1,333
$76.20
S
17 Dec 2025
Walsh Paul V Jr
▼ SOLD
500
$71.61
S
05 Dec 2025
Silberstein Asaf
▼ SOLD
6,774
$79.93
S
05 Dec 2025
Silberstein Asaf
▼ SOLD
3,726
$79.11
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

5 disclosures · STOCK Act
House · Michigan · Traded Mar 3
BOUGHT
$1K–$15K
Apr 6STOCK
House · California · Traded Jan 20
BOUGHT
$1K–$15K
Feb 13STOCK
House · Michigan · Traded Jan 20
BOUGHT
$1K–$15K
Feb 11STOCK
House · California · Traded Aug 26
BOUGHT
$1K–$15K
Sep 12STOCK
House · California · Traded Sep 2
BOUGHT
$1K–$15K
Sep 12STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 09:15 UTC.