Semtech Corp. – Investors and Politicians Who Own It
SMTC, 2 share classes and securities
Investors who own it
6 tracked investors, $98.7M in shares, each from their latest 13F.
| Investor | Value | Share of portfolio |
|---|---|---|
Gavin BakerAtreides Management, Q2 2026 | $89.2M | 0.62% |
Anand ParekhAlyeska Investment Group, Q2 2026 | $4.1M | 0.01% |
Ray DalioBridgewater Associates, Q2 2026 | $2.5M | 0.01% |
Polen CapitalQ2 2026 | $2.2M | 0.02% |
Lee AinslieMaverick Capital, Q2 2026 | $498.8K | 0.00% |
Barry RitholtzRitholtz Wealth Management, Q2 2026 | $248.3K | 0.00% |
Politicians who own it
Estimated from annual disclosures and trades; values are rough estimates.
| Politician | Est. value | Share of portfolio |
|---|---|---|
Gilbert Ray Cisneros, Jr.D-CA · House | $89.8K | 0.21% |
Investors buying and selling
| Investor | Action | Shares now |
|---|---|---|
| Alex Sacerdote | Reduced −12% | 3,504,965 |
| Stanley Druckenmiller | New | 301,515 |
| Gavin Baker | Added +2.4% | 678,133 |
| Anand Parekh | Sold out | 0 |
Politicians trading it
Latest Congress trades disclosed under the STOCK Act; amounts are ranges.
| Politician | Action | Traded |
|---|---|---|
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$1K–$15K | Jul 21, 2026disclosed Sep 4, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$1K–$15K | Jul 16, 2026disclosed Sep 4, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$1K–$15K | Jun 30, 2026disclosed Jul 2, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Mar 3, 2026disclosed Apr 7, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Jan 20, 2026disclosed Feb 13, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Sep 2, 2025disclosed Sep 12, 2025 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Aug 26, 2025disclosed Sep 12, 2025 |