# Semtech (SMTC): value investors who own it | moatshark

1 value investor held Semtech in their Q3 2026 13F, led by Polen Capital Management. See who bought, sold and how ownership has changed by quarter.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Polen Capital Management | 0.0% | $2.2m | Added +104% | 2 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-07 | Green Jason Elliot | EVP and CCO | Sold | 2766 | $527k |
| 2026-10-02 | HOU HONG Q | President and CEO | Sold | 2000 | $382k |
| 2026-10-01 | Lin Mark | EVP and CFO | Sold | 967 | $173k |
| 2026-09-23 | Walsh Paul V Jr | Director | Sold | 500 | $86k |
| 2026-09-16 | Cardenuto Rodolpho C | Director | Sold | 5321 | $878k |
| 2026-09-10 | Lin Mark | EVP and CFO | Sold | 683 | $109k |
| 2026-09-04 | HOU HONG Q | President and CEO | Sold | 2000 | $277k |
| 2026-09-04 | Ruehl Julie Garcia | Director | Sold | 1500 | $218k |
| 2026-08-19 | Walsh Paul V Jr | Director | Sold | 500 | $68k |
| 2026-08-17 | Silberstein Asaf | EVP and COO | Sold | 5000 | $750k |
| 2026-08-07 | HOU HONG Q | President and CEO | Sold | 2000 | $280k |
| 2026-07-22 | Walsh Paul V Jr | Director | Sold | 500 | $67k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/smtc). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.