SMTC · CUSIP 816850101
SEMTECH CORP
Reported by 2 of 79 curated managers in Q2 2026, in the holdings snapshot last exported 2026-10-26.
- Managers holding
- 2
- Average portfolio weight
- 0.0%
- Combined reported value
- $2.7M
- Research group
- 79
2 of the 79 superinvestors Shameless Cloning tracks reported SEMTECH CORP (SMTC) in their Q2 2026 13F filings, worth $2.7M combined, at an average 0.0% of their portfolios. The largest positions by portfolio weight belong to Polen Capital Management (0.0%), Lee Ainslie (0.0%).
Reporting managers
This is a historical 13F snapshot, not a live shareholder register. The count covers all matched managers; dashboard rankings use only those with at least 95% coverage. Reported value is measured at filing quarter-end, not at today's price.
| Manager / SEC filer | % of portfolio | Reported value |
|---|---|---|
| Polen Capital ManagementPOLEN CAPITAL MANAGEMENT LLC | 0.0% | $2.2M |
| Lee AinslieMAVERICK CAPITAL LTD | 0.0% | $499K |