Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.
SMTC
SEMTECH CORPData as of 2026 Q1 (03-31) · 13F snapshot
Summary
SEMTECH CORP (SMTC) is held by 8 tracked hedge-fund managers, a combined reported value of ~$426.20M; the largest are Izzy Englander, Steven Cohen, Ken Griffin. This quarter: 1 new, 2 added, 1 trimmed, 1 closed. 5 members of Congress have disclosed STOCK Act trades. Data as of 2026 Q1, from public SEC 13F filings, delayed up to ~45 days.
Attention · HighThis quarter · Mixed
Gurus holding8
Congress trades5
Price$166.71vs quarter-end+116.82%
Sectors0
This quarter's moves
Top holderIzzy EnglanderNew1
Added2
Trimmed / sold2
Value $34.14M— of portfolio444,0002026 Q1
Value $21.54M0.5% of portfolio301,5152025 Q3
Value $15.38M— of portfolio200,0002026 Q1
Value $6.59M— of portfolio85,7002026 Q1
Value $5.09M— of portfolio200,0002023 Q2
Value $589.5K— of portfolio8,0002025 Q4
Value $422.9K— of portfolio5,5002026 Q1
Value $294.8K— of portfolio4,0002025 Q4
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Ken GriffinPUT | $34.14M | — | — |
| Stanley Druckenmiller | $21.54M | 0.5% | New |
| Steven CohenPUT | $15.38M | — | — |
| Ken GriffinCALL | $6.59M | — | — |
| George SorosPUT | $5.09M | — | — |
| Izzy EnglanderPUT | $589.5K | — | — |
| Izzy EnglanderCALL | $422.9K | — | — |
| Steven CohenCALL | $294.8K | — | — |