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Which hedge funds own SMTC? SEMTECH CORP, Q2 2026 13F holders

TechnologySemiconductors

97 tracked hedge funds disclosed a position in SMTC (SEMTECH CORP) in their Q2 2026 13F filings, worth $2.0bn in total. The largest holder by portfolio weight is Andar Capital Management HK Ltd at 11.8% of its book. 41 opened a new position this quarter: Tremblant Capital Group, Alta Park Capital, LP, SG Capital Management LLC, KP Management LLC. 12 exited: Scalar Gauge Management, LLC, AYAL Capital Advisors Ltd, Think Investments LP.

97
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
41
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
12
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$588m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$43.4m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$2.0bn
Combined value
Sum of the holders' reported positions in the security.
7.8%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

97 rows
Andar Capital Management HK Ltd Hedge fund11.8%$26.2m162,000−17%reduced
Tremblant Capital Group Hedge fund4.1%$144m887,268–new
Alta Park Capital, LP Hedge fund3.9%$41.7m257,938–new
Dorsal Capital Management, LP Hedge fund3.2%$89.0m550,000−31%reduced
G2 Investment Partners Management LLC Hedge fund2.6%$14.3m88,083+96%added
SG Capital Management LLC Hedge fund2.6%$28.5m176,004–new
Park West Asset Management LLC Hedge fund2.4%$35.8m221,162−43%reduced
KP Management LLC Hedge fund2.4%$11.3m70,000–new
Ariose Capital Management Ltd Hedge fund2.0%$4.7m28,991–new
Talos Eurisko Asset Management LP Hedge fund1.5%$9.9m61,300–new
Persistent Asset Partners Ltd Hedge fund1.1%$3.5m21,849−30%reduced
Ardmore Road Asset Management LP Hedge fund1.0%$17.8m110,000–new
Parallax Volatility Advisers, L.P. Hedge fund1.0%$27.8m5.52m+0.1%held
Clearline Capital LP Hedge fund1.0%$15.1m93,274−76%reduced
Cooper Creek Partners Management LLC Hedge fund0.8%$20.4m125,796−25%reduced
Sculptor Capital LP Hedge fund0.8%$77.5m17.82m+4.5%added
Atreides Management, LP Hedge fund0.8%$89.2m551,214+1.7%added
Ardsley Advisory Partners LP Hedge fund0.8%$7.3m45,000−83%reduced
Atika Capital Management LLC Hedge fund0.7%$7.4m46,000–new
FORA Capital, LLC Hedge fund0.7%$10.4m64,439–new
West Tower Group, LLC Hedge fund0.7%$243k1,500–new
Catalyst Funds Management Pty Ltd Hedge fund0.7%$12.1m74,550–new
Albar Capital Partners LLP Hedge fund0.6%$4.7m29,224–new
Tairen Capital Ltd Hedge fund0.5%$6.0m37,100–new
KR Capital LP Hedge fund0.5%$5.2m32,321+71%added
Prescott Group Capital Management, L.L.C. Hedge fund0.5%$6.0m37,000–new
Ares Systematic Credit Ltd Hedge fund0.5%$836k5,168−44%reduced
Apis Capital Advisors, LLC Hedge fund0.5%$4.9m30,000–new
Intrinsic Edge Capital Management LLC Hedge fund0.5%$3.7m23,000–new
Twin Tree Management, LP Hedge fund0.5%$2.9m18,176+688%added
Atom Investors LP Hedge fund0.4%$4.9m30,064+303%added
Boothbay Fund Management, LLC Hedge fund0.4%$20.6m127,494−20%reduced
Linden Advisors LP Hedge fund0.4%$72.3m16.66m0.0%held
Fox Run Management, L.L.C. Hedge fund0.3%$1.7m10,415–new
Armistice Capital, LLC Hedge fund0.3%$10.1m62,380+0.8%added
Monolith Management Ltd Hedge fund0.3%$453k2,800–new
Dymon Asia Capital (Singapore) Pte. Ltd. Hedge fund0.3%$1.6m9,600−75%reduced
Whitebox Advisors LLC Hedge fund0.2%$15.1m3.50m0.0%held
ExodusPoint Capital Management, LP Hedge fund0.2%$26.0m160,691−7.1%reduced
Weiss Asset Management LP Hedge fund0.2%$20.3m125,430–new
Diametric Capital, LP Hedge fund0.2%$2.0m12,279+0.5%added
Squarepoint Ops LLC Hedge fund0.2%$107m658,535+38%added
Y-Intercept (Hong Kong) Ltd Hedge fund0.2%$10.2m62,973–new
Aquatic Capital Management LLC Hedge fund0.2%$5.6m34,544–new
Jain Global LLC Hedge fund0.2%$16.2m100,396+49%added
Schonfeld Strategic Advisors LLC Hedge fund0.2%$35.2m217,297−44%reduced
Walleye Capital LLC Hedge fund0.2%$36.0m222,602+387%added
Point72 Asset Management, L.P. Hedge fund0.2%$110m681,875–new
Divisadero Street Capital Management, LP Hedge fund0.2%$6.5m40,000–new
Gsa Capital Partners LLP Hedge fund0.1%$2.0m12,560+133%added