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ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|
Rockwood Research
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SMTC

SEMTECH CORP

Semiconductors & Related Devices · SIC 3674CIK 88941Held by 12 tracked managersEDGAR filings ↗10-K/10-Q ↗

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i
12 managers · Q2 2026 13F
Dorsal Capital Management
Dorsal Capital ManagementPosition history →
3.2%
(31.3%)
Atreides Management
Atreides ManagementPosition history →
0.80%
+1.7%
Royce & Associates
Royce & AssociatesPosition history →
0.19%
(11.8%)
Capital Research Global Investors
Capital Research Global InvestorsPosition history →
0.07%
(28.8%)
Infrastructure Capital Advisors
Infrastructure Capital AdvisorsPosition history →
0.05%
NEW
Renaissance Technologies
Renaissance TechnologiesPosition history →
0.05%
NEW
WCM Investment Management
WCM Investment ManagementPosition history →
0.02%
(64.6%)
Polen Capital Management
PolenPosition history →
0.02%
+103.8%
Bridgewater Associates
Bridgewater AssociatesPosition history →
0.01%
(80.1%)
Maverick Capital
Lee AinsliePosition history →
<0.01%
NEW
Capital World Investors
Capital World InvestorsPosition history →
<0.01%
NEW
Fuller & Thaler Asset Management
Fuller & Thaler Asset ManagementPosition history →
<0.01%
NEW

Weight = position value ÷ the manager's total 13F long-equity value in the same filing — one definition for every row. “1st obs.” marks a position with no earlier stored 13F to compare against — it is not shown as a purchase.