SEMTECH CORP (SMTC)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end. Fund counts here aggregate every share class mapped to this ticker; research headlines cite filer counts as they stood at publication, so a count here can differ from a headline by a holder (see Methodology, "How holder counts are counted").

Filing season: the Q3 2026 13F tracker follows every tracked fund’s filing for the quarter ended Sep 30, 2026, with its biggest buys and sells.

All institutions · Form 13F

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Company fundamentals

Source: SEC EDGAR company filings (submissions and company facts), collected Oct 7, 2026. Shares outstanding as reported May 22, 2026.

Short interest

Shares short at recent settlements — Jun 30, 2026: 5.6M · Jul 15, 2026: 6.5M · Jul 31, 2026: 7.3M · Aug 14, 2026: 7.2M · Aug 31, 2026: 7.6M · Sep 15, 2026: 6.8M.

Source: FINRA Equity Short Interest (biweekly settlement data). Shares outstanding from SEC filings as of May 22, 2026.

Fails to deliver

Fails to deliver at recent settlements — Jun 30, 2026: 307 · Jul 15, 2026: 0 · Jul 31, 2026: 0 · Aug 14, 2026: 0 · Aug 31, 2026: 0 · Sep 15, 2026: 0.

Source: SEC Fails-to-Deliver data (semi-monthly files, published about two weeks after each settlement date). Each figure is the balance of shares not yet delivered on that date; a stock absent from that date’s file counts as zero. See our research on whether fails to deliver predict returns. Shares outstanding from SEC filings as of May 22, 2026.

Insider trading · Form 4

0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 9 sales by 6 insiders ($2.7M).

Source: SEC Form 4 filings, as of Oct 18, 2026. Open-market transactions only.

Politician trading · U.S. Congress

0 members of Congress reported buying (0 purchases vs 2 sales).

Source: U.S. House Clerk and U.S. Senate eFD STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade.

Screens & lenses

Financial Screens

· Growth — Revenue up every year for 5 straight years

Chart Signals

· Monthly Uptrend — Price above its 12-month moving average

· Top Relative Strength — Top 20% of the universe by 6-month return

Key figures

· Growth — Latest revenue: $1.0B · 5-yr revenue CAGR: 12.0% · Straight growth years: 6

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Related stocks

Also held by the tracked funds that hold SMTC: INTUIT INC. (INTU) · BOSTON SCIENTIFIC CORP (BSX) · MILLERKNOLL, INC. (MLKN) · AMAZON COM INC (AMZN) · MICROSOFT CORP (MSFT) · Meta Platforms, Inc. (META) · TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) · VISA INC. (V) · Alphabet Inc. (GOOG) · NVIDIA CORP (NVDA).