SMTC
SEMTECH CORPData as of 2026 Q2 (06-30) · 13F snapshot
Summary
SEMTECH CORP (SMTC) is held as common stock by 6 tracked hedge-fund managers, with a combined reported value of ~$477.11M; the largest are Izzy Englander, Ken Griffin, Steven Cohen. 3 tracked managers also disclosed PUT or CALL positions, reported separately below. This quarter: 2 new, 1 added, 3 trimmed, 1 closed. 12 public STOCK Act / OGE trade disclosures are on record. Data as of 2026 Q2, from public SEC 13F filings, delayed up to ~45 days.
Attention · MediumThis quarter · Mixed
Common-stock holders63 also report options
Congress trades12
Price$174.78vs quarter-end+7.99%
Sectors0
This quarter's moves
Top holderNew2
Added1
Trimmed / sold4
Izzy EnglanderCommon-stock positions
PUT and CALL disclosures are excluded from these holder counts and values.
| Investor | Value | % of portfolio | Action |
|---|
PUT / CALL disclosures
Reported separately: 13F option values are not common-stock ownership and do not reveal the full strategy or economic exposure.
Value $151.73M— of portfolio937,5002026 Q2
Value $44.25M— of portfolio273,4002026 Q2
Value $4.81M— of portfolio29,7002026 Q2
Value $1.23M— of portfolio7,6002026 Q2
Value $841.6K— of portfolio5,2002026 Q2
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Ken GriffinCALL | $151.73M | — | — |
| Ken GriffinPUT | $44.25M | — | — |
| Paul Tudor JonesPUT | $4.81M | — | — |
| Izzy EnglanderCALL | $1.23M | — | — |
| Paul Tudor JonesCALL | $841.6K | — | — |
Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.