SMTC fund manager activity
Semtech Corporation · Nasdaq. Reported by 8 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Gavin Baker - Atreides Management | Added | 551,214 | $89,213,986 | 0.80% | Aug 14, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 6,021 | $974,498 | 0.00% | Aug 4, 2026 |
| Joel Greenblatt - Gotham Asset Management | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Lee Ainslie - Maverick Capital | New | 3,082 | $498,822 | 0.00% | Aug 14, 2026 |
| Polen Capital Management | Added | 13,353 | $2,161,183 | 0.02% | Aug 4, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Gavin Baker - Atreides Management | Trimmed | 541,812 | $41,659,925 | 1.01% | May 18, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 7,100 | $545,918 | 0.00% | May 5, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 37,852 | $2,910,440 | 0.01% | May 15, 2026 |
| Polen Capital Management | New | 6,553 | $503,860 | 0.00% | May 14, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Sold out | — | — | 0.00% | May 15, 2026 |
Older quarters