Joel Greenblatt's SMTC Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 28,760 shares of Semtech Corporation (SMTC) worth $2.12 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SMTC, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2014, adding 253,220 shares. Largest reduction occurred in Q1 2015, reducing 406,820 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Semtech Corporation (SMTC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Semtech Corporation (SMTC) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -38,192 | Reduce 57.04% | 28,760 | $73.69 |
| Q3 2025 | +8,016 | Add 13.60% | 66,952 | $71.45 |
| Q2 2025 | -37,835 | Reduce 39.10% | 58,936 | $45.14 |
| Q1 2025 | +30,566 | Add 46.17% | 96,771 | $34.40 |
| Q4 2024 | +48,289 | Add 269.53% | 66,205 | $61.85 |
| Q3 2024 | -44,204 | Reduce 71.16% | 17,916 | $45.66 |
| Q2 2024 | +62,120 | New Buy | 62,120 | $29.88 |
| Q2 2023 | -32,173 | Sold Out | 0 | $0.00 |
| Q1 2023 | -49,993 | Reduce 60.84% | 32,173 | $24.14 |
| Q4 2022 | +17,662 | Add 27.38% | 82,166 | $28.69 |
| Q3 2022 | +24,597 | Add 61.64% | 64,504 | $29.41 |
| Q2 2022 | +12,084 | Add 43.43% | 39,907 | $54.98 |
| Q1 2022 | +16,484 | Add 145.37% | 27,823 | $69.33 |
| Q4 2021 | +11,339 | New Buy | 11,339 | $88.90 |
| Q3 2020 | -5,970 | Sold Out | 0 | $0.00 |
| Q2 2020 | +5,970 | New Buy | 5,970 | $52.26 |
| Q2 2019 | -21,908 | Sold Out | 0 | $0.00 |
| Q1 2019 | -49,843 | Reduce 69.47% | 21,908 | $50.89 |
| Q4 2018 | +71,751 | New Buy | 71,751 | $45.87 |
| Q1 2017 | -29,362 | Sold Out | 0 | $0.00 |
| Q4 2016 | -2,029 | Reduce 6.46% | 29,362 | $31.54 |
| Q3 2016 | -539 | Reduce 1.69% | 31,391 | $27.71 |
| Q2 2016 | +31,930 | New Buy | 31,930 | $23.86 |
| Q4 2015 | -17,873 | Sold Out | 0 | $0.00 |
| Q3 2015 | +17,873 | New Buy | 17,873 | $15.11 |
| Q2 2015 | -75,872 | Sold Out | 0 | $0.00 |
| Q1 2015 | -406,820 | Reduce 84.28% | 75,872 | $26.65 |
| Q4 2014 | +150,201 | Add 45.17% | 482,692 | $27.57 |
| Q3 2014 | +253,220 | Add 319.44% | 332,491 | $27.15 |
| Q2 2014 | -100,855 | Reduce 55.99% | 79,271 | $26.15 |
| Q1 2014 | +137,343 | Add 321.02% | 180,126 | $25.34 |
| Q4 2013 | -129,433 | Reduce 75.16% | 42,783 | $25.29 |
| Q3 2013 | +147,217 | Add 588.89% | 172,216 | $29.99 |
| Q2 2013 | +24,999 | Add 0.00% | 24,999 | $35.04 |
Joel Greenblatt's Semtech Corporation Investment FAQs
Joel Greenblatt first purchased Semtech Corporation (SMTC) in Q2 2013, acquiring 24,999 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Semtech Corporation (SMTC) for 34 quarters since Q2 2013.
Joel Greenblatt's largest addition to Semtech Corporation (SMTC) was in Q3 2014, adding 332,491 shares worth $9.03 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 28,760 shares of Semtech Corporation (SMTC), valued at approximately $2.12 M.
As of the Q4 2025 filing, Semtech Corporation (SMTC) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Semtech Corporation (SMTC) was 482,692 shares, as reported at the end of Q4 2014.