How many institutional investors hold SMTC?

6 tracked institutional investors disclosed a position in SMTC (SEMTECH CORP) in their most recent 13F filing.

Who is the largest institutional holder of SMTC?

Izzy Englander, Millennium Management, holds the largest disclosed position in SMTC, valued at $152M.

Where does this SMTC ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

SMTC — SEMTECH CORP

Name: SEMTECH CORP (SMTC) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying SMTC?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence

Institutional Conviction

Net accumulation · 1 buying vs 0 selling last quarter

Macro Tailwind

Macro conditions are mixed for this sector

Congressional Activity

0 congressional purchases, 1 sale disclosed in the last 6 months

Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their SMTC position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime). 0 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence

+1 tracked investor added or increased positions last quarter (Ray Dalio)
+6 tracked investors reported holding SMTC at their latest filing

Contradicting evidence — always shown

−Congressional disclosures lean toward selling (1 sales vs 0 purchases, 6 months)
−13F data is disclosed up to 45 days after quarter end — positions may have changed since

Know the limits

· 13F disclosure lag (up to 45 days)
· Tracked investors are a sample, not the whole market
· Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About SEMTECH CORP (SMTC)

SEMTECH CORP (SMTC) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $152M. Across recent filings, tracked investors recorded 3 new positions, 0 increased, 0 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in SMTC

/100

Institutional Accumulation

Added / Increased3

Reduced0

Exited1

BearishBullish

Crowded Trade Score™

How many top investors track SMTC

/100

Moderate Interest

6investors

Several tracked investors have exposure.

UndiscoveredCrowded

151015+

SMTC Ownership Composition

How SEMTECH CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type

Other

95% of tracked value

Institutions

tracked investors

Total Reported

$324.8M

combined 13F value

Other95.3%
Hedge Funds4.7%

Other(5)

95.3%

Hedge Funds(1)

4.7%

Tracked investors reporting SMTC

Investor	Firm	Shares	Market value	% of portfolio	As of
Izzy Englander	Millennium Management	2M	$151.6M	0.06%	Mar 31, 2026
Ken Griffin	Citadel Advisors	1.6M	$125.7M	0.02%	Mar 31, 2026
Steve Cohen	Point72 Asset Management	200K	$15.4M	0.02%	Mar 31, 2026
Stanley Druckenmiller	Duquesne Family Office	301.5K	$21.5M	0.53%	Sep 30, 2025
Ray Dalio	Bridgewater Associates	76.9K	$5.9M	0.03%	Mar 31, 2026
Paul Tudor Jones	Tudor Investment Corp	60.2K	$4.6M	0.01%	Mar 31, 2026

Izzy EnglanderMar 31, 2026
Millennium Management
Shares
2M
Value
$151.6M
% Portfolio
0.06%
Ken GriffinMar 31, 2026
Citadel Advisors
Shares
1.6M
Value
$125.7M
% Portfolio
0.02%
Steve CohenMar 31, 2026
Point72 Asset Management
Shares
200K
Value
$15.4M
% Portfolio
0.02%
Stanley DruckenmillerSep 30, 2025
Duquesne Family Office
Shares
301.5K
Value
$21.5M
% Portfolio
0.53%
Ray DalioMar 31, 2026
Bridgewater Associates
Shares
76.9K
Value
$5.9M
% Portfolio
0.03%
Paul Tudor JonesMar 31, 2026
Tudor Investment Corp
Shares
60.2K
Value
$4.6M
% Portfolio
0.01%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Steve Cohen	New	—	$89.3M	Feb 17, 2026
Ray Dalio	New	—	$5.9M	May 15, 2026
Stanley Druckenmiller	Sold	-100.00%	$0	Feb 17, 2026
Stanley Druckenmiller	New	—	$21.5M	Nov 14, 2025

Steve Cohen
New
$89.3MFeb 17, 2026
Ray Dalio
New
$5.9MMay 15, 2026
Stanley Druckenmiller
Sold
$0(-100.00%)Feb 17, 2026
Stanley Druckenmiller
New
$21.5MNov 14, 2025

Frequently asked questions

How many institutional investors hold SMTC?: 6 tracked institutional investors disclosed a position in SMTC (SEMTECH CORP) in their most recent 13F filing.
Who is the largest institutional holder of SMTC?: Izzy Englander, Millennium Management, holds the largest disclosed position in SMTC, valued at $152M.
Did institutional ownership of SMTC increase or decrease?: Across recent 13F filings, tracked investors recorded 3 new positions, 0 increased, 0 reduced, and 1 fully exited SMTC.
Where does this SMTC ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.