13F

Stock

Semtech Corp

SMTC · held by 427 managers

Reported value

$8.38B

Holders

427

+6 new · −4 exited

Holders’ est. mark

$57.5M

Price effect on 5 books still in the name

Largest holder

$977.6M

Amundi

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Amundi4.82M$977.6MHeld
BlackRock, Inc.13.2M$971.9MHeld
Vanguard11.9M$873.8MHeld
AMERIPRISE FINANCIAL INC7.55M$556.5MHeld
Capital Research Global Investors4.5M$331.8MHeld
ValueAct3.9M$287.5MHeld
State Street3.85M$283.6MHeld
ALLIANCEBERNSTEIN L.P.2.97M$218.5MHeld
DISCIPLINED GROWTH INVESTORS INC /MN2.8M$206.4MHeld
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.3.95M$183.8MHeld
WESTFIELD CAPITAL MANAGEMENT CO LP2.45M$180.4MHeld
WELLINGTON MANAGEMENT GROUP LLP5.07M$178MHeld
Hood River Capital Management LLC2.24M$164.8MHeld
GEODE CAPITAL MANAGEMENT, LLC2.1M$154.7MHeld
Citadel1.67M$123.1MHeld
MORGAN STANLEY1.44M$102.5M$11.9MCut−$123M
Invesco Ltd.1.25M$92.2MHeld
Point72 Asset Management, L.P.1.21M$89MHeld
MILLENNIUM MANAGEMENT LLC1.04M$76.8MHeld
Nuveen, LLC1.04M$76.5MHeld
BANK OF AMERICA CORP /DE/2M$76.3M$39.9MAdded$9.55M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC984.2K$72.5MHeld
NEUBERGER BERMAN GROUP LLC931.9K$68.7MHeld
Driehaus Capital Management LLC931.3K$68.6MHeld
NORTHERN TRUST CORP921.8K$67.9MHeld
FRED ALGER MANAGEMENT, LLC859.9K$63.4MHeld
SCHRODER INVESTMENT MANAGEMENT GROUP830.9K$62.5MHeld
GOLDMAN SACHS GROUP INC777.7K$57.3MHeld
Atreides Management, LP691.6K$51MHeld
Think Investments LP666.4K$49.1MHeld
UBS Group AG2.71M$48.6MHeld
JENNISON ASSOCIATES LLC643.8K$47.4MHeld
PALISADE CAPITAL MANAGEMENT, LP1.04M$44.2MHeld
BNP PARIBAS FINANCIAL MARKETS11.8M$42.4MHeld
Capital International Investors537.3K$39.6MHeld
Portolan Capital Management, LLC508.7K$37.5MHeld
Bank of New York Mellon Corp495.5K$36.5MHeld
Artisan Partners Limited Partnership493.6K$36.4MHeld
EMERALD ADVISERS, LLC470.8K$34.7MHeld
Balyasny Asset Management L.P.467.3K$34.4MHeld
Linden Advisors LP16.7M$33.9MHeld
Sculptor Capital LP16.3M$33MNew
NEW YORK STATE COMMON RETIREMENT FUND430.4K$31.7MHeld
Granahan Investment Management, LLC418.2K$30.8MHeld
PRINCIPAL FINANCIAL GROUP INC415K$30.6MHeld
Schonfeld Strategic Advisors LLC387.6K$28.6MHeld
LMR Partners LLP386.8K$28.5MHeld
JPMORGAN CHASE & CO383.7K$28.3MHeld
MANUFACTURERS LIFE INSURANCE COMPANY, THE12.2M$28.1MHeld
DIMENSIONAL FUND ADVISORS LP369.7K$27.2MHeld
SORA INVESTORS LLC337.5K$24.9MHeld
Fiera Capital Corp330K$24.3MHeld
PUBLIC SECTOR PENSION INVESTMENT BOARD300.3K$22.1MHeld
SILVERCREST ASSET MANAGEMENT GROUP LLC290.2K$21.4MHeld
WCM INVESTMENT MANAGEMENT, LLC284.3K$21.4MHeld
Clearline Capital LP286K$21.1MHeld
EMERALD MUTUAL FUND ADVISERS TRUST285K$21MHeld
Alta Park Capital, LP283.7K$20.9MHeld
Polar Asset Management Partners Inc.278.7K$20.5M$624.2KCut−$2.36M
Freestone Grove Partners LP277.6K$20.5MHeld
WELLS FARGO & COMPANY/MN680.6K$18.4MHeld
Universal- Beteiligungs- und Servicegesellschaft mbH1.8M$18.1MHeld
ARDSLEY ADVISORY PARTNERS LP237K$17.5MHeld
RHUMBLINE ADVISERS228.5K$16.8MHeld
Legal & General Group Plc216.3K$15.9MHeld
SEI INVESTMENTS CO215.7K$15.9MHeld
TWO SIGMA INVESTMENTS, LP215.4K$15.9MHeld
SILVERBACK ASSET MANAGEMENT LLC7.7M$15.7MHeld
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC210.4K$15.5MHeld
VICTORY CAPITAL MANAGEMENT INC192.6K$14.2MHeld
Andar Capital Management HK Ltd189.5K$14MHeld
Assenagon Asset Management S.A.184.6K$13.6MHeld
JANE STREET GROUP, LLC182.3K$13.4MHeld
Parallax Volatility Advisers, L.P.5.52M$12.7MHeld
Swiss National Bank171.2K$12.6MHeld
Allspring Global Investments Holdings, LLC155.6K$11.7MHeld
STATE OF WISCONSIN INVESTMENT BOARD154.7K$11.4MHeld
ABSOLUTE INVESTMENT ADVISERS, LLC5.5M$11.2MHeld
GREAT LAKES ADVISORS, LLC144.3K$10.6MHeld
BARCLAYS PLC140.1K$10.3M$313.8KCut−$25.6M
DEUTSCHE BANK AG\137.6K$10.1MHeld
SummitTX Capital, L.P.124.7K$9.19MHeld
Russell Investments Group, Ltd.139.1K$9.03MHeld
NORGES BANK119.2K$8.79M$4.68MCut−$14.5M
Squarepoint Ops LLC114.4K$8.43MHeld
ROYCE & ASSOCIATES LP107.6K$7.93MHeld
FIRST TRUST ADVISORS LP107.1K$7.89MHeld
NORDEA INVESTMENT MANAGEMENT AB104.4K$7.78MHeld
CASTLEARK MANAGEMENT LLC103K$7.59MHeld
Man Group plc99.6K$7.34MHeld
Jain Global LLC98.4K$7.25MHeld
WHITEBOX ADVISORS LLC3.5M$7.12MHeld
Cinctive Capital Management LP94.4K$6.96MHeld
ExodusPoint Capital Management, LP89.8K$6.62MHeld
EFG International AG88.7K$6.54MHeld
Banco Santander, S.A.85K$6.26MNew
MIZUHO MARKETS AMERICAS LLC84.7K$6.24MHeld
Susquehanna Portfolio Strategies, LLC82.6K$6.08MHeld
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM82.4K$6.07MHeld
Hodges Capital Management Inc.82.3K$6.07MHeld
MOORE CAPITAL MANAGEMENT, LP82.2K$6.06MHeld
PRUDENTIAL FINANCIAL INC81.2K$5.99MHeld
FEDERATED HERMES, INC.75.5K$5.56MHeld
JB Capital LLC67.1K$4.94MHeld
Nicholas Investment Partners, LP64.4K$4.75MHeld
HEARTLAND ADVISORS INC64.3K$4.74MHeld
Icahn Capital62.4K$4.6MHeld
CONNORS INVESTOR SERVICES INC60.7K$4.47MHeld
Moody Aldrich Partners LLC59K$4.35MHeld
ENVESTNET ASSET MANAGEMENT INC57.9K$4.27MHeld
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.57.5K$4.24MHeld
JANUS HENDERSON GROUP PLC55.7K$4.11MHeld
Lisanti Capital Growth, LLC54K$3.98MHeld
ESSEX INVESTMENT MANAGEMENT CO LLC49.7K$3.66MHeld
Pier Capital, LLC49.2K$3.63MHeld
MetLife Investment Management, LLC48.9K$3.6MHeld
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.48.8K$3.6MHeld
STRS OHIO48.1K$3.54MHeld
Y-Intercept (Hong Kong) Ltd47.9K$3.53MHeld
ROYAL BANK OF CANADA106.2K$3.52MHeld
TD Asset Management Inc47.7K$3.51MHeld
Sterling Capital Management LLC47.3K$3.49MHeld
Fidelity1.16M$3.47MHeld
LOS ANGELES CAPITAL MANAGEMENT LLC49.3K$3.34MHeld
Creative Planning43.9K$3.23MHeld
Illinois Municipal Retirement Fund43.8K$3.23MHeld
INTECH INVESTMENT MANAGEMENT LLC43.1K$3.17MHeld
OAK RIDGE INVESTMENTS LLC42.9K$3.16MHeld
SCOTIA CAPITAL INC.42.6K$3.14MHeld
Verition Fund Management LLC41.3K$3.04MHeld
Louisiana State Employees Retirement System39.7K$2.93MHeld
Edgestream Partners, L.P.39.1K$2.88MHeld
B. Metzler seel. Sohn & Co. AG39K$2.87MHeld
Legato Capital Management LLC38.8K$2.86MHeld
CSS LLC/IL38.5K$2.84MHeld
Knights of Columbus Asset Advisors LLC37.6K$2.77MHeld
State of Tennessee, Department of Treasury34.2K$2.73MHeld
Walleye Capital LLC35.1K$2.59MHeld
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.34.9K$2.57MHeld
State of New Jersey Common Pension Fund D34.4K$2.53MHeld
Qube Research & Technologies Ltd33.8K$2.49MHeld
GILDER GAGNON HOWE & CO LLC33.5K$2.47MHeld
Boston Partners32.3K$2.38MHeld
Composition Wealth, LLC30.9K$2.28MHeld
Zurcher Kantonalbank (Zurich Cantonalbank)29.3K$2.16MHeld
Gotham Asset Management, LLC28.8K$2.12MHeld
VOYA INVESTMENT MANAGEMENT LLC28.3K$2.09MHeld
MOODY NATIONAL BANK TRUST DIVISION28.2K$2.08MHeld
LPL Financial LLC26.6K$1.96MHeld
CITIGROUP INC26.5K$1.95MHeld
RAYMOND JAMES FINANCIAL INC24.8K$1.83MHeld
YOUSIF CAPITAL MANAGEMENT, LLC23.6K$1.81MHeld
ARIZONA STATE RETIREMENT SYSTEM24.3K$1.79MHeld
Police & Firemen's Retirement System of New Jersey23.6K$1.74MHeld
Optimize Financial Inc23.1K$1.7MHeld
COMERICA BANK21.7K$1.6MHeld
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS21.5K$1.58MHeld
CREDIT AGRICOLE S A19.9K$1.46MHeld
OREGON PUBLIC EMPLOYEES RETIREMENT FUND19.8K$1.46MHeld
Integrated Quantitative Investments LLC19.7K$1.45MHeld
KLP KAPITALFORVALTNING AS19.6K$1.44MHeld
CAPTRUST FINANCIAL ADVISORS19.3K$1.42MHeld
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM18.3K$1.35MHeld
GUGGENHEIM CAPITAL LLC18.1K$1.33MHeld
GLENMEDE TRUST CO NA17.8K$1.31MHeld
FRANKLIN RESOURCES INC17.6K$1.3MHeld
D. E. Shaw & Co., Inc.17.6K$1.3MHeld
ProShare Advisors LLC17.1K$1.26MHeld
NorthCrest Asset Manangement, LLC16.8K$1.25MHeld
MARSHALL WACE, LLP16.8K$1.24MHeld
Katamaran Capital LLP16.5K$1.22MHeld
Pacer Advisors, Inc.16.1K$1.19MHeld
&PARTNERS15.5K$1.14MHeld
Baird Financial Group, Inc.15.1K$1.11MHeld
VIRGINIA RETIREMENT SYSTEMS ET Al15.1K$1.11MHeld
NISA INVESTMENT ADVISORS, LLC14.8K$1.09MHeld
TWO SIGMA ADVISERS, LP14.2K$1.05MHeld
Headlands Technologies LLC13.8K$1.02MHeld
PNC Financial Services Group, Inc.13.7K$1.01MHeld
Pictet Asset Management Holding SA13.6K$999.1KHeld
Horizon Investments, LLC13.5K$993.1KHeld
AMERICAN CENTURY COMPANIES INC12.9K$952.4KHeld
Maryland State Retirement & Pension System12.7K$936.5KHeld
Atom Investors LP12.7K$934.1KHeld
US BANCORP \DE\12.3K$904.6KHeld
Vestmark Advisory Solutions, Inc.12K$885.5KHeld
Cetera Investment Advisers11.7K$864.9KHeld
GROUP ONE TRADING LLC11.5K$847.7KHeld
TWO SIGMA SECURITIES, LLC11.3K$830KHeld
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC11.1K$815.5KHeld
CANADA PENSION PLAN INVESTMENT BOARD10.9K$803.2KHeld
Ares Systematic Credit Ltd10.8K$798.9KHeld
OPPENHEIMER ASSET MANAGEMENT INC.10.7K$785KHeld
Pathstone Holdings, LLC10.6K$777.9KHeld
STIFEL FINANCIAL CORP10.3K$762.2KHeld
Orion Porfolio Solutions, LLC10.1K$742.4KHeld
Archford Capital Strategies, LLC10.1K$742.1KHeld
DIKER MANAGEMENT LLC10K$736.9KHeld
SIMPLEX TRADING, LLC9.94K$732.2KHeld
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC9.92K$730.9KHeld
Quantinno Capital Management LP9.37K$690.4KHeld
TRUIST FINANCIAL CORP9.22K$679.8KHeld
Diametric Capital, LP9.03K$665.4KHeld
ASSETMARK, INC9.03K$665.3KHeld
Argos Wealth Advisors, LLC8.68K$639.8KHeld
OSAIC HOLDINGS, INC.8.62K$635.4KHeld
Atria Investments, Inc8.42K$620.6KHeld
Tairen Capital Ltd8.1K$596.9KHeld
Cerity Partners LLC7.92K$583.6KHeld
Inspire Investing, LLC7.86K$579.3KHeld
KEYBANK NATIONAL ASSOCIATION/OH7.7K$567.1KHeld
XTX Topco Ltd7.67K$565.4KHeld
HANCOCK WHITNEY CORP7.27K$535.7KHeld
Graham Capital Management, L.P.7.1K$522.9KHeld
Ameritas Investment Partners, Inc.7.08K$521.8KHeld
Fisher Asset Management, LLC7K$515.9KHeld
EP Wealth Advisors, LLC6.97K$513.9KHeld
CAXTON ASSOCIATES LLP6.92K$509.8KHeld
XPONANCE LLC6.89K$507.6KHeld
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6.86K$505.4KHeld
FULLER & THALER ASSET MANAGEMENT, INC.6.72K$495.5KHeld
NOMURA HOLDINGS INC6.44K$474.3KHeld
Advisor Resource Council5.32K$467.1KHeld
PRINCIPAL SECURITIES, INC.6.34K$466.9KHeld
Fiduciary Trust Co6K$442.1KHeld
EVERGREEN CAPITAL MANAGEMENT LLC5.95K$438.1KHeld
AE Wealth Management LLC5.93K$436.8KHeld
PROFUND ADVISORS LLC5.91K$435.3KHeld
MERCER GLOBAL ADVISORS INC /ADV5.83K$429.5KHeld
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4.86K$428.2KHeld
CIBC WORLD MARKETS CORP5.77K$425.3KHeld
BANK OF MONTREAL /CAN/5.66K$416.9KHeld
Pinnacle Wealth Planning Services, Inc.5.63K$414.7KHeld
MACKENZIE FINANCIAL CORP5.53K$414.7KHeld
Vanguard Personalized Indexing Management, LLC5.51K$406.4KHeld
ODDO BHF ASSET MANAGEMENT SAS200$401.1KHeld
COMMONWEALTH EQUITY SERVICES, LLC5.38K$396.5KHeld
HighTower Advisors, LLC5.12K$377.3KHeld
JOURNEY STRATEGIC WEALTH LLC5.08K$374KHeld
Alpine Global Management, LLC5K$368.4KHeld
COMMERCE BANK4.95K$364.5KHeld
Vident Advisory, LLC4.85K$357.5KHeld
Avior Wealth Management, LLC4.81K$354.6KHeld
Ensign Peak Advisors, Inc4.71K$346.8KHeld
Versor Investments LP4.69K$345.7KHeld
GAMMA Investing LLC4.64K$342.2KHeld
SSI INVESTMENT MANAGEMENT LLC168K$341.7KHeld
Crossmark Global Holdings, Inc.4.45K$327.6KHeld
STEPHENS INC /AR/4.41K$325KHeld
CIBC Asset Management Inc4.39K$323.4KHeld

Who left

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.