Guru Ownership Trend
Guru Analysis for Semtech Corporation (SMTC)
Semtech Corporation (SMTC), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $221.9 M.
Top institutional holders include Steven Cohen and Renaissance Technologies (RenTech).
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $132.27 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Ray Dalio reduced exposure by 80.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Semtech Corporation (SMTC)
Major holders include Steven Cohen ($110.36 M), Renaissance Technologies (RenTech) ($33.52 M), Chuck Royce ($23.78 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.25 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $132.27 M, with 4 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited SMTC. The total reported sell value was $21.58 M.
Yes, 3 managers opened new positions in SMTC, and 1 increased their existing holdings. The total reported buy value was $153.85 M.
