SMTC · Technology
SEMTECH CORP
Smart-money confidence
· 1 of 3 sources firing
Weak — few signals
No standout activity across the feeds we track.
Hedge funds
38
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
◆ Next steps
Interested in SEMTECH CORP? Here's what to do with it.
◇
Compare with other stocks
Sort 7,111 stocks by confidence, holders, or Congress signal
◈
Backtest the strategy
See how the model has done historically before you commit real money
✉
Get the weekly digest
One email on Sunday · what changed in the model this week
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$11.6B
Industry
Semiconductors
Sector
Technology
Exchange
NasdaqGS
About SEMTECH CORP
Semtech Corporation provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe. The company operates in three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity. It provides signal integrity products, including a portfolio of optical and copper data communications and video transport products used in various infrastructure, and industrial applications; a portfolio of integrated circuits for data centers, enterprise networks, passive optical networks, wireless base…
Who's behind the signal
Every informed buyer we can see on SMTC, across all three feeds.
Hedge funds · 7
Whale Rock Capital
Increased +11%
Point72 (Steve Cohen)
Increased +189%
Citadel Advisors
Increased +136%
D.E. Shaw & Co
Increased +291%
AQR Capital Management
Increased +21%
Millennium Management (Englander)
Unchanged
+1 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 1
Every disclosed buy & sell on record — STOCK Act filings
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2015-02-13 | Thomas R Tillis | Senate | SOLD | $1,001 - $15,000 |
Not a model pick — but on our radar.
SEMTECH CORP isn't in the top-10 model right now, but 7 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
7
Investors
0
New positions
5
Increasing
1
Decreasing
1
Unchanged
Price History
Loading price data...
Return:
High:
Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.3×
% of portfolio
3.7%
Position change
+11%
3.7% of Whale Rock Capital's portfolio
Trust weight: 1.1×
% of portfolio
0.1%
Position change
+189%
0.1% of Point72's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
+136%
0.1% of Citadel Advisors's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
+291%
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
+21%
0.0% of AQR Capital Management's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
—
0.1% of Millennium Management's portfolio
Trust weight: 1.1×
% of portfolio
0.0%
Position change
−57%
0.0% of Gotham Asset Mgmt's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to SEMTECH CORP
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell SEMTECH CORP or any security.
Get the Weekly Update
Every Sunday, we'll send you what Buffett, Dalio, Ackman and 47 other legendary investors are buying — free, straight from their SEC filings.
Free forever · No spam · Unsubscribe anytime