Semtech (SMTC) Superinvestor holders
30 of the superinvestors we track hold Semtech (SMTC) in their latest 13F filings, $1.0B in total.
Summary
The largest holder is Brett Barakett (Tremblant Capital Group), with $144M, 4.1% of the portfolio.
In their latest quarter: 9 opened a new position, 7 added, 14 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Brett Barakett Tremblant Capital Group |
New position | 887,268 | $144M | 4.1% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Added | 820,898 | $133M | 0.1% | Q2 2026 |
| Artisan Partners | Trimmed | 763,924 | $124M | 0.2% | Q2 2026 |
| Steve Cohen Point72 Asset Management |
New position | 681,875 | $110M | 0.2% | Q2 2026 |
| Jennison Associates | Trimmed | 667,291 | $108M | 0.1% | Q2 2026 |
| Gavin Baker Atreides Management |
Added | 551,214 | $89M | 0.8% | Q2 2026 |
| Aziz Hamzaogullari Loomis Sayles & Co |
New position | 312,528 | $51M | 0.1% | Q2 2026 |
| Alger Fred Alger Management |
Trimmed | 287,075 | $46M | 0.2% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
New position | 272,363 | $44M | 0.0% | Q2 2026 |
| Jim Simons Renaissance Technologies |
New position | 207,116 | $34M | 0.0% | Q2 2026 |
| Chuck Royce Royce Investment Partners |
Trimmed | 131,274 | $23M | 0.2% | Q3 2026 |
| Arrowstreet Capital | New position | 120,327 | $19M | 0.0% | Q2 2026 |
| Paul Tudor Jones Tudor Investment Corp |
Added | 118,649 | $19M | 0.1% | Q2 2026 |
| Man Group Man Group plc |
Trimmed | 95,639 | $15M | 0.0% | Q2 2026 |
| WCM Investment Management | Trimmed | 66,122 | $10M | 0.0% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | 62,156 | $10M | 0.0% | Q2 2026 |
| David Vogel Voloridge Investment Management |
Trimmed | 61,708 | $10M | 0.0% | Q2 2026 |
| Eric Marshall Hodges Capital Management |
Trimmed | 59,193 | $10M | 0.6% | Q2 2026 |
| Will Nasgovitz Heartland Advisors |
Trimmed | 48,572 | $8M | 0.3% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 42,543 | $7M | 0.0% | Q2 2026 |
| Acadian Acadian Asset Management |
Added | 33,630 | $6M | 0.0% | Q3 2026 |
| Ray Dalio Bridgewater Associates |
Trimmed | 15,294 | $2M | 0.0% | Q2 2026 |
| Dan Davidowitz Polen Capital Management |
Added | 13,353 | $2M | 0.0% | Q2 2026 |
| Alan Howard Brevan Howard |
Added | 11,926 | $2M | 0.0% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Added | 6,906 | $1M | 0.0% | Q2 2026 |
| Ken Fisher Fisher Investments |
Trimmed | 5,334 | $951,380 | 0.0% | Q3 2026 |
| Alec Litowitz Magnetar Capital |
New position | 4,739 | $767,007 | 0.0% | Q2 2026 |
| Lee Ainslie Maverick Capital |
New position | 3,082 | $498,822 | 0.0% | Q2 2026 |
| Ken Tropin Graham Capital Management |
Trimmed | 2,601 | $420,972 | 0.0% | Q2 2026 |
| Jay Petschek Corsair Capital Management |
New position | 2,000 | $323,700 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 30 |
| Q1 2026 | 23 |
| Q4 2025 | 22 |
| Q3 2025 | 22 |
| Q2 2025 | 17 |
| Q1 2025 | 19 |
| Q4 2024 | 20 |
| Q3 2024 | 17 |
Questions about Semtech
Which superinvestors own Semtech?
30 of the superinvestors we track hold Semtech (SMTC) in their latest 13F filings, $1.0B in total. Brett Barakett, Two Sigma, Artisan Partners, Steve Cohen, Jennison Associates, Gavin Baker.
Who is the largest superinvestor holder of SMTC?
The largest holder is Brett Barakett (Tremblant Capital Group), with $144M, 4.1% of the portfolio.
From Semtech's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.