Semtech Corp: which funds bought and sold
Institutions that bought and sold Semtech shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 344 institutions that filed 13F reports for both quarters added to or opened positions in Semtech, and 234 cut or closed them. Together they sold a net 7.6M shares, −7.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.9M shares (−10.1%); index fund managers were net sellers of 7.4M shares (−21.2%). 188 opened a new position and 51 sold out entirely.
Bought, Q2 2026 344 institutions, 188 of them new holders Sold, Q2 2026 234 institutions, 51 of them sold out
Net change, all compared −7.6M shares (−7.6%)
Net change, active managers −2.9M shares (−10.1%), 48 bought, 43 sold
Buyers versus sellers
344 bought 36 234 sold
Active managers and hedge funds 48 bought · 43 sold · −2.9M
Index fund managers 4 bought · 8 sold · −7.4M
Other institutions 292 bought · 183 sold · +2.7M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jane Street Group, LLC | +2.6M +333.6% | 3.4M | $542M |
| Price T Rowe Associates Inc Active manager | +1.1M +564.5% | 1.3M | $218M |
| Tremblant Capital Group Hedge fund | +887K New position | 887K | $144M |
| Healthcare Of Ontario Pension Plan Trust Fund | +852K New position | 852K | $138M |
| Two Sigma Investments, LP Hedge fund | +772K +1578.4% | 821K | $133M |
| Bank Of America Corp | +716K +62.7% | 1.9M | $301M |
| Point72 Asset Management, L.P. Hedge fund | +682K New position | 682K | $110M |
| UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC | +672K +396.3% | 842K | $136M |
| HRT Financial LP | +669K New position | 669K | $108M |
| SG Americas Securities, LLC | +662K +527.2% | 788K | $127M |
| Susquehanna International Group, LLP | +639K +1279.9% | 689K | $112M |
| Massachusetts Financial Services Co Active manager | +596K New position | 596K | $96.5M |
| Morgan Stanley | +554K +39.1% | 2.0M | $319M |
| BNP Paribas Financial Markets | +489K +824.2% | 549K | $88.8M |
| Qube Research & Technologies Ltd Hedge fund | +332K +1585.0% | 353K | $57.2M |
| Loomis Sayles & Co L P Active manager | +313K New position | 313K | $50.6M |
| D. E. Shaw & Co., Inc. Hedge fund | +272K New position | 272K | $44.1M |
| UBS Group AG | +262K +29.4% | 1.2M | $187M |
| Alta Park Capital, LP | +258K New position | 258K | $41.7M |
| Canada Pension Plan Investment Board | +243K New position | 243K | $39.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Price T Rowe Associates Inc Active manager | +1.1M +564.5% | 1.3M | $218M |
| Tremblant Capital Group Hedge fund | +887K New position | 887K | $144M |
| Two Sigma Investments, LP Hedge fund | +772K +1578.4% | 821K | $133M |
| Point72 Asset Management, L.P. Hedge fund | +682K New position | 682K | $110M |
| Massachusetts Financial Services Co Active manager | +596K New position | 596K | $96.5M |
| Qube Research & Technologies Ltd Hedge fund | +332K +1585.0% | 353K | $57.2M |
| Loomis Sayles & Co L P Active manager | +313K New position | 313K | $50.6M |
| D. E. Shaw & Co., Inc. Hedge fund | +272K New position | 272K | $44.1M |
| Los Angeles Capital Management LLC Active manager | +226K +507.5% | 271K | $43.9M |
| Renaissance Technologies LLC Hedge fund | +207K New position | 207K | $33.5M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | −4.5M −31.4% | 9.7M | $1.6B |
| Ameriprise Financial Inc | −4.0M −53.7% | 3.5M | $559M |
| Vanguard Portfolio Management LLC Index funds | −1.6M −23.0% | 5.3M | $862M |
| Nomura Asset Management International Inc. | −1.5M −68.5% | 700K | $113M |
| Disciplined Growth Investors Inc Active manager | −1.3M −56.7% | 955K | $155M |
| Capital Research Global Investors Active manager | −1.2M −28.8% | 3.0M | $478M |
| Marshall Wace, LLP Hedge fund | −827K −95.1% | 43K | $6.9M |
| Millennium Management LLC Hedge fund | −824K −41.9% | 1.1M | $185M |
| Alliancebernstein L.P. Active manager | −799K −33.8% | 1.6M | $120M |
| Artisan Partners Limited Partnership Active manager | −794K −51.0% | 764K | $124M |
| State Street Corp Index funds | −670K −16.5% | 3.4M | $548M |
| Neuberger Berman Group LLC Active manager | −583K −51.8% | 541K | $87.4M |
| Wellington Management Group LLP Active manager | −469K −19.7% | 1.9M | $310M |
| Granahan Investment Management, LLC | −371K Sold out | 0 | — |
| Palisade Capital Management, LP Active manager | −363K −75.5% | 118K | $19.1M |
| Sora Investors LLC | −344K Sold out | 0 | — |
| Schroder Investment Management Group Active manager | −327K −44.7% | 404K | $63.1M |
| Citadel Advisors LLC Hedge fund | −322K −29.1% | 783K | $127M |
| Charles Schwab Investment Management Inc Index funds | −312K −31.3% | 684K | $111M |
| LMR Partners LLP Hedge fund | −297K −90.3% | 32K | $5.2M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Disciplined Growth Investors Inc Active manager | −1.3M −56.7% | 955K | $155M |
| Capital Research Global Investors Active manager | −1.2M −28.8% | 3.0M | $478M |
| Marshall Wace, LLP Hedge fund | −827K −95.1% | 43K | $6.9M |
| Millennium Management LLC Hedge fund | −824K −41.9% | 1.1M | $185M |
| Alliancebernstein L.P. Active manager | −799K −33.8% | 1.6M | $120M |
| Artisan Partners Limited Partnership Active manager | −794K −51.0% | 764K | $124M |
| Neuberger Berman Group LLC Active manager | −583K −51.8% | 541K | $87.4M |
| Wellington Management Group LLP Active manager | −469K −19.7% | 1.9M | $310M |
| Palisade Capital Management, LP Active manager | −363K −75.5% | 118K | $19.1M |
| Schroder Investment Management Group Active manager | −327K −44.7% | 404K | $63.1M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Tremblant Capital GroupHedge fund | 887K | $144M |
| Healthcare Of Ontario Pension Plan Trust Fund | 852K | $138M |
| Point72 Asset Management, L.P.Hedge fund | 682K | $110M |
| HRT Financial LP | 669K | $108M |
| Massachusetts Financial Services CoActive manager | 596K | $96.5M |
| Loomis Sayles & Co L PActive manager | 313K | $50.6M |
| D. E. Shaw & Co., Inc.Hedge fund | 272K | $44.1M |
| Alta Park Capital, LP | 258K | $41.7M |
| Canada Pension Plan Investment Board | 243K | $39.3M |
| Renaissance Technologies LLCHedge fund | 207K | $33.5M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Granahan Investment Management, LLC | 371K | $28.5M |
| Sora Investors LLC | 344K | $26.5M |
| Think Investments LP | 217K | $16.7M |
| Militia Capital Management LLC | 90K | $6.9M |
| Polar Asset Management Partners Inc. | 74K | $5.7M |
| Ayal Capital Advisors Ltd | 72K | $5.6M |
| Moody Aldrich Partners LLC | 64K | $4.9M |
| Summittx Capital, L.P. | 42K | $3.2M |
| Scalar Gauge Management, LLC | 40K | $3.1M |
| B. Metzler Seel. Sohn & Co. AG | 39K | $3M |
Who holds the shares
- Institutions reporting
- 573
- Ten largest holders
- 41.5% of 13F-reported shares
- Index fund managers
- 29.3% of 13F-reported shares
- Active managers and hedge funds
- 27.8% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 48 | 43 | 23 | 4 | −2.9M | −10.1% |
| Index fund managers | 4 | 8 | 1 | 0 | −7.4M | −21.2% |
| Other institutions | 292 | 183 | 164 | 47 | +2.7M | +7.5% |