Follow-The-Filings

Security · featured owners

SMTC Semtech Corp.

COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 0.6%
  • $92M
  • 1 new 2 add

Who owns this now

Largest portfolio weights among featured holders · max 0.6% (Gavin Baker - Atreides Ma...) · not free-float ownership

  1. Gavin Baker add 0.62%
  2. Polen Capital Management add 0.02%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Gavin Baker - Atreides Management 2026 Q2 0.62% Add +1.7% 551,214 $89M history
Polen Capital Management 2026 Q2 0.02% Add +103.8% 13,353 $2M history
Lee Ainslie - Maverick Capital 2026 Q2 <0.01% New <0.01% 3,082 $499K history

3 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 7 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q 10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 5.02,5.07 Filing Doc
10-Q 10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 25 shown

Filed Form Detail Links
4 Period Aug 19, 2026 Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 7, 2026 Filing Doc
4 Period Jul 22, 2026 Filing Doc
4 Period Jul 14, 2026 Filing Doc
4 Period Jul 10, 2026 Filing Doc
4 Period Jul 8, 2026 Filing Doc
4 Period Jul 7, 2026 Filing Doc
4 Period Jul 1, 2026 · 3 forms Filing Doc
4 Period Jun 30, 2026 Filing Doc
4 Period Jun 29, 2026 Filing Doc
4 Period Jun 24, 2026 Filing Doc
4 Period Jun 22, 2026 Filing Doc
4 Period Jun 10, 2026 · 5 forms Filing Doc
4 Period Jun 5, 2026 Filing Doc
4 Period Jun 4, 2026 · 2 forms Filing Doc
4 Period Jun 3, 2026 · 2 forms Filing Doc

Updated about 7 hours ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $756.53M $868.76M $909.29M $1.05B
Gross profit $478.56M $296.25M $456.53M $542.14M
Gross margin * 63.3% 34.1% 50.2% 51.6%
Net income $61.38M -$1.09B -$161.9M -$40.38M
Net margin * 8.1% -125.7% -17.8% -3.8%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $722.79M $534.2M $585.46M $655.12M
Total non-current assets * $1.85B $839.54M $833.8M $755.22M
Total assets $2.57B $1.37B $1.42B $1.41B
Total current liabilities $396.86M $217.16M $283.03M $275.94M
Total equity $755.85M -$307.43M $542.43M $549.72M

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $126.71M -$93.92M $57.99M $181.17M
Cash from investing -$1.25B -$22.7M -$11.89M -$38.76M
Cash from financing $1.08B $10.55M -$21.66M -$101.07M
Net change in cash * -$44.09M -$106.92M $23.16M $43.44M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders