Which hedge funds own SMTC? SEMTECH CORP, Q2 2026 13F holders
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15 of the hedge funds tracked by WhaleCreep disclosed a position in SMTC (SEMTECH CORP) in their Q2 2026 13F filings, worth $853.3m in total. The largest holder by portfolio weight is Tremblant Capital at 4.1% of its book. 5 managers opened a new position this quarter: Tremblant Capital, Point72 Asset Management LP, Renaissance Technologies LLC, D. E. Shaw & Co.
15tracked managers holding
5opened this quarter
0exited this quarter
Which hedge funds hold SMTC? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Tremblant Capital | Q2 2026 | 4.1% | $143.6m | 887,268 | – | new |
| Sculptor Capital Management | Q2 2026 | 0.8% | $77.5m | 17,821,000 | 5% | added |
| Atreides Management | Q2 2026 | 0.8% | $89.2m | 551,214 | 2% | added |
| Point72 Asset Management LP | Q2 2026 | 0.2% | $110.4m | 681,875 | – | new |
| Millennium Management | Q2 2026 | 0.1% | $184.8m | 1,141,594 | -42% | reduced |
| Tudor Investment | Q2 2026 | 0.1% | $19.2m | 118,649 | 97% | added |
| Citadel Advisors | Q2 2026 | 0.1% | $126.8m | 783,346 | -29% | reduced |
| Renaissance Technologies LLC | Q2 2026 | 0.0% | $33.5m | 207,116 | – | new |
| D. E. Shaw & Co | Q2 2026 | 0.0% | $44.1m | 272,363 | – | new |
| Brevan Howard Capital Management | Q2 2026 | 0.0% | $1.9m | 11,926 | 10% | added |
| Polen Capital Management | Q2 2026 | 0.0% | $2.2m | 13,353 | 104% | added |
| WCM Investment Management | Q2 2026 | 0.0% | $10.3m | 66,122 | -65% | reduced |
| Bridgewater Associates | Q2 2026 | 0.0% | $2.5m | 15,294 | -80% | reduced |
| Marshall Wace | Q2 2026 | 0.0% | $6.9m | 42,543 | -95% | reduced |
| Maverick Capital | Q2 2026 | 0.0% | $498.8k | 3,082 | – | new |
How has hedge fund ownership of SMTC changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 15 | $853.3m |
| Q1 2026 | 10 | $405.8m |
| Q4 2025 | 5 | $454.9m |
| Q3 2025 | 5 | $382.0m |
| Q2 2025 | 7 | $375.7m |
| Q1 2025 | 6 | $193.0m |
| Q4 2024 | 5 | $276.0m |
| Q3 2024 | 3 | $54.9m |
| Q2 2024 | 2 | $13.5m |
| Q1 2024 | 5 | $59.6m |
| Q4 2023 | 6 | $49.6m |
| Q3 2023 | 6 | $83.6m |
| Q2 2023 | 6 | $51.5m |
| Q1 2023 | 7 | $42.9m |
| Q4 2022 | 8 | $48.1m |
| Q3 2022 | 7 | $63.8m |
Counts every tracked manager that disclosed SMTC in that quarter's filing, including managers that have since stopped filing.