SMTC Semtech Corporation
Semtech Corporation (SMTC) Hedge Fund Activity
This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.
Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.
Most significant moves
Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.
| Fund | Action | Shares changed | Change | Est. value | Portfolio wt. | Score |
|---|---|---|---|---|---|---|
| Tremblant Capital Group Long/Short Growth | New | +887.3K | — | $143.6M | 4.1% | 85 |
| Point72 Asset Management, L.P. | New | +681.9K | — | $110.4M | 0.2% | 68 |
| RENAISSANCE TECHNOLOGIES LLC Quant | New | +207.1K | — | $33.5M | 0.0% | 63 |
| D. E. Shaw & Co., Inc. Quant | New | +272.4K | — | $44.1M | 0.0% | 62 |
| Weiss Asset Management Event Quant | New | +125.4K | — | $20.3M | 0.3% | 60 |
| TWO SIGMA INVESTMENTS, LP Quant | Increased | +772.0K | +1578.4% | $124.9M | 0.1% | 59 |
| Polar Asset Management Partners Long/Short | Sold Out | -74.1K | -100.0% | $12.0M | 0.0% | 58 |
| Quadrature Capital Quant | New | +204.5K | — | $33.1M | 0.3% | 58 |
| Alyeska Investment Group, L.P. | New | +25.4K | — | $4.1M | 0.0% | 58 |
| MARSHALL WACE, LLP Long/Short | Reduced | -826.5K | -95.1% | $133.8M | 0.0% | 57 |
Most significant buyers
By move score, not size.
- Tremblant Capital Group
- Point72 Asset Management, L.P.
- RENAISSANCE TECHNOLOGIES LLC
- D. E. Shaw & Co., Inc.
- Weiss Asset Management
Most significant sellers
By move score, not size.
- Polar Asset Management Partners
- MARSHALL WACE, LLP
- Gotham Asset Management, LLC
- Wolverine Asset Management
- Dorsal Capital Management
Hedge fund positions
| Fund | Tier | Shares | Previous | Change | Change % | Portfolio wt. | Action | Score |
|---|---|---|---|---|---|---|---|---|
| Tremblant Capital Group | 2 | 887.3K | 0 | +887.3K | — | 4.1% | New | 85 |
| Point72 Asset Management, L.P. | 1 | 681.9K | 0 | +681.9K | — | 0.2% | New | 68 |
| RENAISSANCE TECHNOLOGIES LLC | 1 | 207.1K | 0 | +207.1K | — | 0.0% | New | 63 |
| D. E. Shaw & Co., Inc. | 1 | 272.4K | 0 | +272.4K | — | 0.0% | New | 62 |
| Weiss Asset Management | 2 | 125.4K | 0 | +125.4K | — | 0.3% | New | 60 |
| TWO SIGMA INVESTMENTS, LP | 2 | 820.9K | 48.9K | +772.0K | +1578.4% | 0.1% | Increased | 59 |
| Polar Asset Management Partners | 3 | 0 | 74.1K | -74.1K | -100.0% | 0.0% | Sold Out | 58 |
| Quadrature Capital | 3 | 204.5K | 0 | +204.5K | — | 0.3% | New | 58 |
| Alyeska Investment Group, L.P. | 2 | 25.4K | 0 | +25.4K | — | 0.0% | New | 58 |
| MARSHALL WACE, LLP | 2 | 42.5K | 869.1K | -826.5K | -95.1% | 0.0% | Reduced | 57 |
| Maverick Capital | 2 | 3.1K | 0 | +3.1K | — | 0.0% | New | 57 |
| Divisadero Street Capital Management | 2 | 40.0K | 0 | +40.0K | — | 0.2% | New | 57 |
| Gotham Asset Management, LLC | 2 | 0 | 37.9K | -37.9K | -100.0% | 0.0% | Sold Out | 56 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 2.7K | 0 | +2.7K | — | 0.0% | New | 56 |
| Verition Fund Management | 2 | 15.3K | 0 | +15.3K | — | 0.0% | New | 56 |
| Balyasny Asset Management L.P. | 2 | 120.2K | 17.2K | +103.0K | +598.8% | 0.0% | Increased | 55 |
| Hudson Bay Capital Management | 3 | 18.3K | 0 | +18.3K | — | 0.0% | New | 55 |
| Qube Research & Technologies Ltd | 2 | 353.5K | 21.0K | +332.5K | +1585.0% | 0.1% | Increased | 55 |
| Magnetar Capital | 2 | 4.7K | 0 | +4.7K | — | 0.0% | New | 55 |
| Wolverine Asset Management | 2 | 0 | 2 | -2 | -100.0% | 0.0% | Sold Out | 54 |
| Y-Intercept | 4 | 63.0K | 0 | +63.0K | — | 0.2% | New | 53 |
| Voleon Capital Management | 3 | 18.0K | 0 | +18.0K | — | 0.1% | New | 53 |
| Lighthouse Investment Partners | 3 | 13.9K | 0 | +13.9K | — | 0.1% | New | 53 |
| Dorsal Capital Management | 2 | 550.0K | 800.0K | -250.0K | -31.3% | 3.2% | Reduced | 53 |
| J. Goldman & Co. | 3 | 6.6K | 0 | +6.6K | — | 0.0% | New | 52 |
| Bridgewater Associates | 1 | 15.3K | 76.9K | -61.6K | -80.1% | 0.0% | Reduced | 52 |
| Aquatic Capital Management | 4 | 34.5K | 0 | +34.5K | — | 0.2% | New | 51 |
| Centiva Capital | 4 | 13.6K | 0 | +13.6K | — | 0.1% | New | 51 |
| Walleye Capital | 3 | 222.6K | 45.7K | +176.9K | +386.8% | 0.3% | Increased | 51 |
| LMR Partners | 3 | 32.0K | 329.1K | -297.1K | -90.3% | 0.1% | Reduced | 50 |
| Tudor Investment Corporation | 2 | 118.6K | 60.2K | +58.5K | +97.2% | 0.1% | Increased | 49 |
| Winton Group | 4 | 3.7K | 0 | +3.7K | — | 0.0% | New | 48 |
| MILLENNIUM MANAGEMENT LLC | 2 | 1.1M | 2.0M | -824.1K | -41.9% | 0.1% | Reduced | 45 |
| Voloridge Investment Management | 2 | 61.7K | 230.1K | -168.4K | -73.2% | 0.0% | Reduced | 45 |
| Engineers Gate | 4 | 58.1K | 10.6K | +47.6K | +450.5% | 0.1% | Increased | 44 |
| Trexquant Investment | 3 | 48.2K | 199.9K | -151.8K | -75.9% | 0.0% | Reduced | 43 |
| CITADEL ADVISORS LLC | 1 | 783.3K | 1.1M | -322.2K | -29.1% | 0.1% | Reduced | 40 |
| Caxton Associates | 3 | 4.7K | 13.2K | -8.5K | -64.1% | 0.0% | Reduced | 40 |
| Squarepoint Ops LLC | 2 | 658.5K | 478.6K | +179.9K | +37.6% | 0.2% | Increased | 38 |
| Atreides Management | 1 | 551.2K | 541.8K | +9.4K | +1.7% | 0.8% | Increased | 38 |
| Schonfeld Strategic Advisors | 3 | 217.3K | 387.3K | -170.0K | -43.9% | 0.2% | Reduced | 36 |
| Jain Global | 3 | 100.4K | 67.3K | +33.1K | +49.1% | 0.2% | Increased | 36 |
| Portolan Capital Management | 3 | 294.6K | 332.3K | -37.7K | -11.3% | 1.8% | Reduced | 35 |
| CenterBook Partners | 4 | 2.2K | 4.8K | -2.6K | -54.0% | 0.0% | Reduced | 31 |
| Man Group | 3 | 95.6K | 135.3K | -39.6K | -29.3% | 0.0% | Reduced | 30 |
| Graham Capital Management | 3 | 2.6K | 4.4K | -1.8K | -41.1% | 0.0% | Reduced | 29 |
| Boothbay Fund Management | 4 | 127.5K | 159.8K | -32.3K | -20.2% | 0.4% | Reduced | 27 |
| ExodusPoint Capital Management | 3 | 160.7K | 173.0K | -12.3K | -7.1% | 0.2% | Reduced | 26 |
| Parallax Volatility Advisers | 3 | 24.9K | 20.1K | +4.8K | +24.2% | 0.2% | Increased | 26 |
| Quantbot Technologies | 4 | 7.5K | 5.4K | +2.1K | +38.9% | 0.0% | Increased | 24 |
| Armistice Capital | 3 | 62.4K | 61.9K | +489 | +0.8% | 0.3% | Increased | 23 |
| Brevan Howard Capital Management | 3 | 11.9K | 10.8K | +1.1K | +10.0% | 0.0% | Increased | 21 |
| AQR Capital Management | 3 | 62.2K | 62.3K | -176 | -0.3% | 0.0% | Reduced | 20 |
| Edgestream Partners | 4 | 20.8K | 21.0K | -181 | -0.9% | 0.1% | Reduced | 19 |
Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeHedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.