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SMTC Semtech Corporation

Information Technology, filed as SEMTECH CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2

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

In 2026 Q2 Lee Ainslie opened a position in Semtech, and Polen Capital Management added.

Who owns this now

Largest portfolio weights among holders, up to 0.6% (Gavin Baker, Atreides Management). Not free-float ownership.

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

Who owns SMTC

Sorted by value, long equity only, as of 2026 Q2.

History
Gavin Baker, Atreides Management 0.62% Small add +1.7% 551,214 $89M History
Polen Capital Management 0.02% Add +103.8% 13,353 $2.2M History
Lee Ainslie, Maverick Capital <0.01% New <0.01% 3,082 $499K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by SMTC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All SMTC insider trades
  • None no insider bought on the open market
  • $7M sold by 9 insiders outside a trading plan
  • $11.7M sold by 7 insiders under 10b5-1 plans
  1. Jason Elliot Green EVP and CCO
    Planned sale
    $527K 2,766 shares at $190.35 27% of stake
    Traded Oct 7 Filed Oct 9
    ↗
  2. Mark Lin CFO
    Planned sale
    $173K 967 shares at $178.87 2.6% of stake
    Traded Oct 1 Filed Oct 5
    ↗
  3. Hong Q Hou CEO
    Planned sale
    $382K 2,000 shares at $191.21 2.9% of stake
    Traded Oct 2 Filed Oct 5
    ↗
  4. Paul V Walsh Jr. Director
    Planned sale
    $86K 500 shares at $172.61 1.8% of stake
    Traded Sep 23 Filed Sep 25
    ↗
  5. Rodolpho C Cardenuto Director
    Sale
    $878K 5,321 shares at $165.00 100% of stake
    Traded Sep 16 Filed Sep 18
    ↗
  6. Mark Lin CFO
    Planned sale
    $109K 683 shares at $159.90 1.9% of stake
    Traded Sep 10 Filed Sep 14
    ↗
  7. Julie Garcia Ruehl Director
    Planned sale
    $218K 1,500 shares at $145.00 17% of stake
    Traded Sep 4 Filed Sep 9
    ↗
  8. Hong Q Hou CEO
    Planned sale
    $277K 2,000 shares at $138.71 3.2% of stake
    Traded Sep 4 Filed Sep 9
    ↗
  9. Paul V Walsh Jr. Director
    Planned sale
    $68K 500 shares at $135.48 1.8% of stake
    Traded Aug 19 Filed Aug 21
    ↗
  10. Asaf Silberstein COO
    Planned sale
    $750K 5,000 shares at $150.00 5.3% of stake
    Traded Aug 17 Filed Aug 19
    ↗
  11. Hong Q Hou CEO
    Planned sale
    $280K 2,000 shares at $140.00 3.1% of stake
    Traded Aug 7 Filed Aug 11
    ↗
  12. Paul V Walsh Jr. Director
    Planned sale
    $67K 500 shares at $133.07 1.8% of stake
    Traded Jul 22 Filed Jul 24
    ↗
  13. Asaf Silberstein COO
    Planned sale
    $435K 3,000 shares at $145.04 3.1% of stake
    Traded Jul 14 Filed Jul 16
    ↗
  14. Hong Q Hou CEO
    Planned sale
    $266K 2,000 shares at $133.00 3% of stake
    Traded Jul 10 Filed Jul 14
    ↗
  15. Asaf Silberstein COO
    Planned sale
    $1.1M 8,500 shares at $127.80 8.1% of stake
    Traded Jul 8 Filed Jul 10
    ↗

Also filed in the last 12 months, not counted as buying or selling: 40 share withholdings for taxes, 34 option exercises, 18 stock grants, 2 gifts, and 1 sale back to the company.

Congress

1 member of Congress traded SMTC in the last three years: 4 buys and 4 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Sep 29 filed Oct 12
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Jul 21 filed Sep 4
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Jul 16 filed Sep 4
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Jun 30 filed Jul 2
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Mar 3 filed Apr 7
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 20 filed Feb 13

SEC filings

Recent issuer filings from EDGAR, 9 shown.

Filed Form Detail Links
8-K 7.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $0.757B $0.869B $0.909B $1.05B
Gross profit $478.56M $296.25M $456.53M $542.14M
Gross margin * 63.3% 34.1% 50.2% 51.6%
Net income $0.061B -$1.09B -$0.162B -$0.04B
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 $0.84B $0.834B $0.755B
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 -$0.023B -$0.012B -$0.039B
Cash from financing $1.08B $0.011B -$0.022B -$0.101B
Net change in cash * -$44.09M -$106.92M $23.16M $43.44M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.