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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $123.67 M.
Top institutional holders include Steven Cohen and Chuck Royce.
Institutional sentiment is currently Bullish. This is evidenced by a $41.57 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 189.2%. Conversely, Ken Fisher reduced exposure by 70.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Semtech Corporation (SMTC)
Major holders include Steven Cohen ($89.04 M), Chuck Royce ($7.93 M), Louis Moore Bacon ($6.06 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.5 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $41.57 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited SMTC. The total reported sell value was $28.23 M.
Yes, 1 managers opened new positions in SMTC, and 3 increased their existing holdings. The total reported buy value was $69.79 M.
