Semtech Corp. 13F holders
Of the 44 funds followed here, 12 reported a position in Semtech Corp. in a 13F for the quarter ended 30 June 2026. The largest: Capital Research Global Investors, 3.0 million shares worth $478.2 million, 0.1% of its reported book. New this quarter: Renaissance Technologies, Alyeska.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Capital Research Global Investors | 2,954,432 | $478.2 million | 0.1% | -1,197,650 | trimmed | 30 June 2026 | 13F |
| Geode Capital Management | 2,253,786 | $366.6 million | 0.0% | -272,675 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 1,994,246 | $322.8 million | 0.0% | +358,991 | added | 30 June 2026 | 13F |
| Norges Bank | 1,247,833 | $202.0 million | 0.0% | held | 30 June 2026 | 13F | |
| Millennium Management | 1,149,194 | $186.0 million | 0.1% | -821,988 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 838,198 | $135.7 million | 0.1% | +789,289 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 681,875 | $110.4 million | 0.1% | +481,875 | added | 30 June 2026 | 13F |
| Atreides Management | 551,214 | $89.2 million | 0.6% | +9,402 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 207,116 | $33.5 million | 0.0% | +207,116 | new | 30 June 2026 | 13F |
| FMR LLC | 182,797 | $29.6 million | 0.0% | +86,124 | added | 30 June 2026 | 13F |
| Alyeska | 25,427 | $4.1 million | 0.0% | +25,427 | new | 30 June 2026 | 13F |
| Bridgewater Associates | 15,294 | $2.5 million | 0.0% | -61,641 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
Read more
Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 4 September 2026 | 13G/A | BlackRock, Inc. and 1 other | 9.3 million | 10.0% | 31 August 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 August 2026 | 13G/A | Ameriprise Financial, Inc. and 3 others | 3.5 million | 3.7% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 31 July 2026 | 13G/A | Vanguard Portfolio Management and 1 other | 5.4 million | 5.7% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 July 2026 | 13G/A | BlackRock, Inc. and 1 other | 9.2 million | 9.9% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 4.9 million | 5.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 7.0 million | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 12 February 2026 | 13G/A | Capital Research Global Investors and 1 other | 4.5 million | 4.9% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 21 January 2026 | 13G/A | BlackRock, Inc. and 1 other | 12.7 million | 13.8% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 13 November 2025 | 13G | Capital Research Global Investors and 1 other | 4.7 million | 5.4% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read more
Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 17 August 2026 | 3,572 | $140.35 | SEC |
| 11 August 2026 | 240 | $131.27 | SEC |
| 10 August 2026 | 33 | $139.42 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read more
Largest in the window: 3,572 on 17 August 2026. A fail is an operational fact about settlement, not a position.Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to SMTC by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
The same record on your computer
GreekSoup is also a free program for your own computer. It reads these same filings for the names you follow, refreshed as they land, with no account. One pasted line installs it.