Semtech (SMTC) Held by Superinvestors
SEMTECH CORP (SMTC) is currently held by 4 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $190.63M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Disciplined Growth Investors is currently the largest disclosed institutional shareholder of SMTC tracked by InsiderSet, reporting ownership valued at approximately $154.57M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $126.06M, representing an estimated loss of -18.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SMTC value among the investors covered in this analysis. Major shareholders include Disciplined Growth Investors, Renaissance Technologies LLC, Polen Capital Management, and several other long-term asset managers with concentrated positions in SEMTECH CORP (SMTC).
This page ranks the largest institutional SMTC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Disciplined Growth Investors | Fred Martin | 2.62% | 955,033 | $154,572,172 | $126,064,356 | -$28,507,816 | -18.44% |
| Renaissance Technologies LLC | Jim Simons | 0.05% | 207,116 | $33,521,725 | $27,339,312 | -$6,182,413 | -18.44% |
| Polen Capital Management | David M. Polen | 0.02% | 13,353 | $2,161,183 | $1,762,596 | -$398,587 | -18.44% |
| Sequoia Financial Advisors | 0.00% | 2,311 | $374,036 | $305,052 | -$68,984 | -18.44% |
Frequently asked questions about SMTC
Who are the largest superinvestors holding SMTC?
The largest superinvestors holding SMTC in the latest SEC Form 13F filings include Disciplined Growth Investors, Renaissance Technologies LLC, Polen Capital Management, and Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported SMTC position.
What does the SMTC superinvestors page include?
This page tracks SMTC positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. SEMTECH CORP (SMTC) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold SMTC?
InsiderSet currently tracks 4 superinvestors reporting SMTC holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own SMTC.
How much SMTC stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $190.63M in SMTC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were SMTC superinvestor holdings last updated?
The latest SMTC superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor SMTC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its SMTC position after the reporting date.
Are superinvestors buying or selling SMTC?
Buying and selling can be analyzed by comparing SMTC positions across consecutive 13F reporting periods. InsiderSet's SMTC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMTC ownership changes.
How have superinvestor SMTC holdings changed over time?
InsiderSet tracks SMTC holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.