moatshark My

All holdings

Semtech

SMTC

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$2.2m
Combined value at quarter end
Last quarter
1 bought
0 sold or trimmed
Price at Q2 ’26 end
$161.85
+110.5% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+110.5%Q2 ’26
Q2 ’26: +110.5%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

0Q4 ’23
0Q1 ’24
0Q2 ’24
0Q3 ’24
0Q4 ’24
0Q1 ’25
0Q2 ’25
0Q3 ’25
0Q4 ’25
1Q1 ’26
1Q2 ’26
0Q3 ’26
Q4 ’23: 0; Q1 ’24: 0; Q2 ’24: 0; Q3 ’24: 0; Q4 ’24: 0; Q1 ’25: 0; Q2 ’25: 0; Q3 ’25: 0; Q4 ’25: 0; Q1 ’26: 1; Q2 ’26: 1; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Semtech.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Semtech
Polen Capital Management0.0%$2.2m$2.2mAdded +104%2 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Semtech
Bought or soldFiling
7 Oct 2026Green Jason ElliotEVP and CCO▼ Sold2,766$190.35$527kForm 4
2 Oct 2026Hou Hong QPresident and CEO▼ Sold2,000$191.21$382kForm 4
1 Oct 2026Lin MarkEVP and CFO▼ Sold967$178.87$173kForm 4
23 Sep 2026Walsh Paul V JrDirector▼ Sold500$172.61$86kForm 4
16 Sep 2026Cardenuto Rodolpho CDirector▼ Sold5,321$165.00$878kForm 4
10 Sep 2026Lin MarkEVP and CFO▼ Sold683$159.90$109kForm 4
4 Sep 2026Hou Hong QPresident and CEO▼ Sold2,000$138.71$277kForm 4
4 Sep 2026Ruehl Julie GarciaDirector▼ Sold1,500$145.00$218kForm 4
19 Aug 2026Walsh Paul V JrDirector▼ Sold500$135.48$68kForm 4
17 Aug 2026Silberstein AsafEVP and COO▼ Sold5,000$150.00$750kForm 4
7 Aug 2026Hou Hong QPresident and CEO▼ Sold2,000$140.00$280kForm 4
22 Jul 2026Walsh Paul V JrDirector▼ Sold500$133.07$67kForm 4

About the company

Sector
Technology · Semiconductors & Related Devices
Incorporated in
Delaware
Financial year ends
31 January
Shares outstanding
93m at 22 May 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$595m2013
$490m2015
$588m2017
$548m2019
$741m2021
$869m2023
$1.0bn2025
2013: $595m; 2014: $558m; 2015: $490m; 2016: $544m; 2017: $588m; 2018: $627m; 2019: $548m; 2020: $595m; 2021: $741m; 2022: $757m; 2023: $869m; 2024: $909m; 2025: $1.0bn
Semtech revenue and net income by year
YearRevenueNet income
2025$1.0bn−$40.4m
2024$909m−$162m
2023$869m−$1.1bn
2022$757m$61.4m
2021$741m$126m
2020$595m$59.9m
2019$548m$31.9m
2018$627m$69.6m
2017$588m–
2016$544m–
2015$490m–
2014$558m–
2013$595m–

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.