Ticker · CUSIP 816850101

SMTC

SEMTECH CORP

Technology·Semiconductors

···Share

Holders (tracked)

Combined shares

11,926,452

Combined value

$878.86M

Last close

$107.71

Quarter

2025Q4

Price is +46.2% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$107.71+81.47 (+310.48%)H $107.71 · L $24.34 · Avg Vol 1.9M

Congress buy

Tracked holders · last 8 quarters

+2 vs previous quarter over the last 8.

SEC event timeline

27 events

HOU HONG Q · President and CEO
2026-04-10
Sold $180.2K @ $90.11
Insider sell
Burvill Martin
2026-04-09
Sold $222.4K @ $88.98
Insider sell
D.E. Shaw & Co. added2026-02-17
+13,105 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−165,250 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+962,384 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−6,044 shares · 2025Q4
Position
Whale Rock Capital added2026-02-17
+396,504 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+10,774 shares · 2025Q4
Position
Stanley Druckenmiller (Duquesne) exited2026-02-17
−301,515 shares · 2025Q4
Position
Steve Cohen (Point72) added2026-02-17
+790,521 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+3,661 shares · 2025Q4
Position
Wellington Management added2026-02-17
+7,607 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+119,216 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) trimmed2026-02-09
−17,068 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−220,933 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+27,097 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+702,846 shares · 2025Q3
Position
Steve Cohen (Point72) trimmed2025-11-14
−1,140,111 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−321,743 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−1,602 shares · 2025Q3
Position
Whale Rock Capital trimmed2025-11-14
−486,883 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+104,989 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−55,713 shares · 2025Q3
Position
Stanley Druckenmiller (Duquesne) opened position2025-11-14
+301,515 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−316,107 shares · 2025Q3
Position
Renaissance Technologies exited2025-11-13
−43,216 shares · 2025Q3
Position
Ken Fisher (Fisher Asset Mgmt) trimmed2025-11-12
−1,711 shares · 2025Q3
Position

Insider activity

Last 30 days

Net (open-market)

−$402.7K

Buys

0 · $0

Sells

2 · $402.7K

Unique insiders

Date	Insider	Code	Shares	Price	Value
04-10	HOU HONG Q President and CEO · Officer, Director	S	2,000	$90.11	$180.2K
04-09	Burvill Martin Director	S	2,500	$88.98	$222.4K

View full insider history for SMTC →

Follow-the-investor returns

If you'd copied each holder of SMTC…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Norges Bank (Norway SWF)	2016Q1	$29.88	+260.5%	$12.8M
Wellington Management	2017Q1	$34.06	+216.3%	$252.1M
Ken Fisher (Fisher Asset Mgmt)	2016Q1	$48.93	+120.1%	$754K
Whale Rock Capital	2024Q3	$56.10	+92.0%	$420.2M
AQR Capital Management	2016Q2	$59.75	+80.3%	$6.7M
Steve Cohen (Point72)	2018Q3	$61.82	+74.2%	$431K
Steve Cohen (Point72)	2018Q3	$61.82	+74.2%	$431K
Two Sigma Investments	2016Q1	$62.88	+71.3%	$78.6M
Two Sigma Investments	2016Q1	$62.88	+71.3%	$78.6M
T. Rowe Price	2016Q1	$64.19	+67.8%	$19.6M
D.E. Shaw & Co.	2016Q1	$65.25	+65.1%	$1.2M
D.E. Shaw & Co.	2016Q1	$65.25	+65.1%	$1.2M
Ken Griffin (Citadel Advisors)	2016Q1	$72.81	+47.9%	$18.9M
Ken Griffin (Citadel Advisors)	2016Q1	$72.81	+47.9%	$18.9M
Ken Griffin (Citadel Advisors)	2016Q1	$72.81	+47.9%	$18.9M
Izzy Englander (Millennium Mgmt)	2016Q1	$73.62	+46.3%	$862K
Izzy Englander (Millennium Mgmt)	2016Q1	$73.62	+46.3%	$862K
Izzy Englander (Millennium Mgmt)	2016Q1	$73.62	+46.3%	$862K

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions1

Norges Bank (Norway SWF)
+119,216
$8.8M

Added to7

Ken Griffin (Citadel Advisors)
+962,384
$70.9M
Steve Cohen (Point72)
+790,521
$58.3M
Whale Rock Capital
+396,504
$29.2M
D.E. Shaw & Co.
+13,105
$966K
AQR Capital Management
+10,774
$794K
Wellington Management
+7,607
$561K
T. Rowe Price
+3,661
$270

Trimmed3

Two Sigma Investments
−165,250
$12.2M
Ken Fisher (Fisher Asset Mgmt)
−17,068
$1.3M
Izzy Englander (Millennium Mgmt)
−6,044
$445K

Exited1

Stanley Druckenmiller (Duquesne)
−301,515
$22K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	14	12,931,861	$40.67B	—
2022Q2	13	13,284,789	$31.17B	-1
2022Q3	14	15,609,394	$459.1M	+1
2022Q4	16	18,259,569	$523.0M	+2
2023Q1	18	18,887,303	$455.9M	+2
2023Q2	17	16,371,551	$416.8M	-1
2023Q3	12	15,330,807	$394.8M	-5
2023Q4	12	20,122,829	$440.9M	—
2024Q1	12	20,396,870	$560.7M	—
2024Q2	13	19,641,221	$586.8M	+1
2024Q3	16	6,734,744	$307.5M	+3
2024Q4	18	9,725,560	$601.5M	+2
2025Q1	19	11,189,421	$384.9M	+1
2025Q2	20	11,544,010	$521.1M	+1
2025Q3	16	10,134,057	$724.1M	-4
2025Q4	18	11,926,452	$878.9M	+2

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2026-03-03	Gilbert Cisneros	Buy	$1K – $15K	PDF ↗
2026-01-20	Gilbert Cisneros	Buy	$1K – $15K	PDF ↗
2025-09-02	Gilbert Cisneros	Buy	$1K – $15K	PDF ↗
2025-08-26	Gilbert Cisneros	Buy	$1K – $15K	PDF ↗

Who owns SMTC

18 super-investors · 2025Q4

Tracked stake

11.93M

Combined value

$879M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New1Added11Trim6

#	Manager	Shares	Value	% of book	Last action
1	Whale Rock Capital	3.90M	$287M	3.7%	Added+396.5K
2	Wellington Management	2.34M	$172M	0.0%	Added+7.6K
3	Ken Griffin Citadel Advisors	1.67M	$123M	0.0%	Added+962.4K
4	Steve Cohen Point72	1.21M	$89M	0.1%	Added+790.5K
5	Izzy Englander Millennium Mgmt	1.04M	$77M	0.0%	Trim−6.0K
6	Two Sigma Investments	730.0K	$54M	0.1%	Trim−165.3K
7	Two Sigma Investments	215.4K	$16M	0.0%	Trim−165.3K
8	Ken Griffin Citadel Advisors	203.4K	$15M	0.0%	Added+962.4K
9	T. Rowe Price	181.9K	$13M	0.0%	Added+3.7K
10	Ken Griffin Citadel Advisors	175.6K	$13M	0.0%	Added+962.4K
11	Norges Bank Norway SWF	119.2K	$9M	0.0%	New+119.2K
12	AQR Capital Management	62.4K	$5M	0.0%	Added+10.8K
13	Izzy Englander Millennium Mgmt	28.6K	$2M	0.0%	Trim−6.0K
14	D.E. Shaw & Co.	17.6K	$1M	0.0%	Added+13.1K
15	D.E. Shaw & Co.	11.4K	$840K	0.0%	Added+13.1K
16	Izzy Englander Millennium Mgmt	8.0K	$590K	0.0%	Trim−6.0K
17	Ken Fisher Fisher Asset Mgmt	7.0K	$516K	0.0%	Trim−17.1K
18	Steve Cohen Point72	4.0K	$295K	0.0%	Added+790.5K

Recent moves

20 transactions

ADDSteve Cohen (Point72)
+790,521 · 2025Q4
ADDAQR Capital Management
+10,774 · 2025Q4
SOLDStanley Druckenmiller (Duquesne)
−301,515 · 2025Q4
ADDWellington Management
+7,607 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+962,384 · 2025Q4
ADDT. Rowe Price
+3,661 · 2025Q4
TRIMTwo Sigma Investments
−165,250 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−6,044 · 2025Q4
ADDD.E. Shaw & Co.
+13,105 · 2025Q4
ADDWhale Rock Capital
+396,504 · 2025Q4
NEWNorges Bank (Norway SWF)
+119,216 · 2025Q4
TRIMKen Fisher (Fisher Asset Mgmt)
−17,068 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−220,933 · 2025Q3
TRIMSteve Cohen (Point72)
−1,140,111 · 2025Q3
TRIMWhale Rock Capital
−486,883 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+702,846 · 2025Q3
TRIMTwo Sigma Investments
−321,743 · 2025Q3
TRIMD.E. Shaw & Co.
−1,602 · 2025Q3
ADDT. Rowe Price
+104,989 · 2025Q3
TRIMWellington Management
−55,713 · 2025Q3

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