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SMTC: insider buying, 13F holders, analyst moves
Semtech Corp - US
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SEC Form 13F · Q2 2026
4 of our 100 managers hold SMTC
Combined reported value $111.1M.
Holders among our 100 managers: 1 in Q3 2023, 4 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Atreides | $89.2M | 0.80% | Added |
| Tudor Investment | $19.2M | 0.08% | Added |
| Polen Capital | $2.2M | 0.02% | Added |
| Maverick Capital | $499K | 0.01% | New |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.