$SMTC is held by 10 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.07%, with an average of 0.02% of portfolio. Largest holder: Voloridge Investment Management, LLC at 0.07%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SEMTECH CORP
13F holders
425
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 425 · Source: 13F-HR01
Envestnet Asset Management Inc.
—
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02
Bahl & Gaynor Inc.
—
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03
Axa S.a.
—
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04
State Street
—
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05
Poplar Forest Capital LLC
—
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06
Exor N.V.
—
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07
Staley Capital Advisers Inc.
—
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08
Hood River Capital Management LLC
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09
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
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10
Graham Holdings Co
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
10 holders · Q1 202601
Voloridge Investment Management, LLC
0.07% held
α +15.5pts
02
Banco Santander, S.A.
0.06% held
α +12.6pts
03
Wellington Management Group LLP
0.03% held
α +10.5pts
04
Citigroup Inc.
0.02% held
α +26.3pts
05
New Age Alpha Advisors, LLC
0.01% held
α +10.8pts
06
Principal Securities, Inc.
0.01% held
α +21.3pts
07
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
08
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
09
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
10
Level Financial Advisors
0.00% held
α +30.9pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
47 transactions · 10 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
3 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SMTC lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SMTC — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:03 UTC.