SMTC Stock Ownership Activity

SEMTECH CORP 13F holders

2 value investing gurus have made changes to the SEMTECH CORP (SMTC) position according to the gurus' latest SEC quarterly report(s). SMTC has been bought (as a new position) by 1 guru(s), the number of SMTC shares has been decreased by 1 super investor(s).

Which gurus or hedge funds are buying SMTC now?

According to the latest SEC filing(s) SEMTECH CORP (SMTC) has been bought by David M. Polen - Polen Capital Management (new buy).

To see more about who is investing in SEMTECH CORP (SMTC), please go to the SMTC ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2026 Q1 (2 results)
David M. Polen
Polen Capital Management
buy
+6,553
+0.00%
0.00%
Fred Martin
Disciplined Growth Investors
-21.22%
-594,543
-0.94%
3.47%
Current price: $162.66 111.55% AVG reported price*: $76.89
2025 Q4 (1 result)
Fred Martin
Disciplined Growth Investors
+2.63%
+71,909
+0.10%
3.95%
Current price: $162.66 120.74% Reported price*: $73.69
2025 Q3 (1 result)
Fred Martin
Disciplined Growth Investors
-5.71%
-165,154
-0.21%
3.53%
Current price: $162.66 127.66% Reported price*: $71.45
2025 Q2 (1 result)
Fred Martin
Disciplined Growth Investors
+4.17%
+115,921
+0.10%
2.50%
Current price: $162.66 260.35% Reported price*: $45.14
2025 Q1 (1 result)
Fred Martin
Disciplined Growth Investors
+3.18%
+85,660
+0.06%
1.98%
Current price: $162.66 372.85% Reported price*: $34.40
2024 Q4 (1 result)
Fred Martin
Disciplined Growth Investors
+3.18%
+82,971
+0.10%
3.17%
Current price: $162.66 162.99% Reported price*: $61.85
2024 Q3 (1 result)
Fred Martin
Disciplined Growth Investors
+4.61%
+114,999
+0.10%
2.25%
Current price: $162.66 256.24% Reported price*: $45.66
2024 Q2 (1 result)
Fred Martin
Disciplined Growth Investors
+343.26%
+1,932,116
+1.09%
1.40%
Current price: $162.66 444.38% Reported price*: $29.88
2024 Q1 (1 result)
Fred Martin
Disciplined Growth Investors
+14.42%
+70,944
+0.04%
0.28%
Current price: $162.66 491.71% Reported price*: $27.49
2023 Q4 (1 result)
Fred Martin
Disciplined Growth Investors
-4.01%
-20,576
-0.01%
0.24%
Current price: $162.66 642.40% Reported price*: $21.91
2023 Q3 (1 result)
Fred Martin
Disciplined Growth Investors
+1.16%
+5,870
+0.00%
0.31%
Current price: $162.66 531.69% Reported price*: $25.75
2023 Q2 (1 result)
Fred Martin
Disciplined Growth Investors
+1.89%
+9,383
+0.01%
0.29%
Current price: $162.66 538.88% Reported price*: $25.46
2023 Q1 (1 result)
Fred Martin
Disciplined Growth Investors
-9.92%
-54,786
-0.03%
0.31%
Current price: $162.66 573.82% Reported price*: $24.14
2022 Q4 (1 result)
Fred Martin
Disciplined Growth Investors
-1.45%
-8,129
-0.01%
0.41%
Current price: $162.66 466.96% Reported price*: $28.69
2022 Q3 (1 result)
Fred Martin
Disciplined Growth Investors
+0.73%
+4,040
+0.00%
0.46%
Current price: $162.66 453.09% Reported price*: $29.41
2022 Q2 (1 result)
Fred Martin
Disciplined Growth Investors
buy
+556,123
+0.82%
0.82%
Current price: $162.66 195.91% Reported price*: $54.97
17 of 17

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.