Does Rallies show 13F holders for SMTC?

Yes. Rallies tracks hedge fund and 13F ownership data for SMTC, including fund names, share counts, latest tracked quarter, and position changes when available.

Is SMTC research on Rallies investment advice?

No. Rallies provides research, data, and educational context for SMTC. It does not provide personalized investment advice.

SMTC (Semtech Corp) Stock Analysis - Hedge Fund Holdings

Semtech Corp (SMTC) is a publicly traded Technology sector company. As of May 21, 2026, SMTC trades at $145.91 with a market cap of $12.33B and a P/E ratio of -306.44. SMTC moved +5.25% today. Year to date, SMTC is +90.81%; over the trailing twelve months it is +260.48%. Its 52-week range spans $24.05 to $149.13. Analyst consensus is strong buy with an average price target of $113.85. Rallies surfaces SMTC's financials, insider trades, hedge fund holdings, congressional trades, analyst ratings, and AI-generated research below.

Who owns SMTC stock?

Hedge funds tracked by Rallies that own SMTC include Whale Rock, Duquesne Family, Soros Fund, Bridgewater Associates, and Panagora Asset. The latest tracked quarter is Dec 31, 2025. Rallies shows current holdings, share counts, position changes, and 13F ownership context for Semtech Corp.

SMTC Key Metrics

Key financial metrics for SMTC
Metric	Value
Price	$145.91
Market Cap	$12.33B
P/E Ratio	-306.44
EPS	$-0.46
Dividend Yield	0.00%
52-Week High	$149.13
52-Week Low	$24.05
Volume	11.34K
Avg Volume	0
Revenue (TTM)	$1.05B
Net Income	$-40.38M
Gross Margin	51.63%

Top Hedge Funds Holding SMTC

Whale Rock holds 3.90M shares of SMTC, changed +11.31% as of Dec 31, 2025.
Duquesne Family holds 301.51K shares of SMTC, changed +0.00% as of Sep 30, 2025.
Soros Fund holds 100.00K shares of SMTC, changed +0.00% as of Dec 31, 2024.
Bridgewater Associates holds 76.94K shares of SMTC, changed +0.00% as of Mar 31, 2026.
Panagora Asset holds 35.74K shares of SMTC, changed +0.05% as of Jun 30, 2025.

Latest SMTC News

Cowen Lifts Semtech Price Target to $165 as Shares Rally 60% — May 15, 2026
Semtech jumps as Amazon Sidewalk global expansion spotlights LoRa upside ahead of earnings — May 6, 2026
Semtech jumps as traders lean into AI interconnect thesis ahead of May earnings — May 5, 2026
Semtech jumps as AI interconnect optimism builds after fresh OFC 2026 showcase — Apr 30, 2026
Semtech jumps as OFC 2026 3.2T CopperEdge demo rekindles AI interconnect optimism — Apr 29, 2026

Recent SMTC Insider Trades

HOU HONG Q sold 2.00K (~$206.02K) on May 1, 2026.
Walsh Paul V Jr sold 500 (~$52.97K) on Apr 22, 2026.
HOU HONG Q sold 2.00K (~$180.22K) on Apr 10, 2026.

SMTC Analyst Consensus

13 analysts cover SMTC: 0 strong buy, 12 buy, 1 hold, 0 sell, 0 strong sell. Consensus rating is strong buy. Average price target: $113.85.

Common questions about SMTC

Who owns SMTC stock?: Hedge funds tracked by Rallies that own SMTC include Whale Rock, Duquesne Family, Soros Fund, Bridgewater Associates, and Panagora Asset. The latest tracked quarter is Dec 31, 2025. Rallies shows current holdings, share counts, position changes, and 13F ownership context for Semtech Corp.
Does Rallies show 13F holders for SMTC?: Yes. Rallies tracks hedge fund and 13F ownership data for SMTC, including fund names, share counts, latest tracked quarter, and position changes when available.
Is SMTC research on Rallies investment advice?: No. Rallies provides research, data, and educational context for SMTC. It does not provide personalized investment advice.