Semtech Corp
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+10.41%
vs ±17.1% implied · ×0.61
shaded = implied · ▲▼ = realized
No changes.
No changes.
Semtech Corporation designs, develops, manufactures, and markets analog and mixed-signal semiconductor products and advanced algorithms. It provides signal integrity products, including a portfolio of optical data communications and video transport products used in various infrastructure, and industrial applications; a portfolio of integrated circuits for data centers, enterprise networks, passive optical networks, wireless base station optical transceivers, and high-speed interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications. The company also offers protection products, such as filter and termination devices that are integrated with the transient voltage suppressor devices, which protect electronic systems from voltage spikes; and wireless and sensing products comprising a portfolio of specialized radio frequency products used in various industrial, medical, and communications applications, as well as specialized sensing products used in industrial and consumer applications. In addition, it provides power products consisting of switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging that control, alter, regulate, and condition the power within electronic systems. The company serves original equipment manufacturers and their suppliers in the enterprise computing, communications, and consumer and industrial end-markets. It sells its products directly, as well as through independent sales representative firms and independent distributors in North America, Europe, Asia- Pacific, and internationally. The company was incorporated in 1960 and is headquartered in Camarillo, California.
Semtech Corporation designs, develops, manufactures, and markets analog and mixed-signal semiconductor products and advanced algorithms. It provides signal integrity products, including a portfolio of optical data communications and video transport products used in various infrastructure, and industrial applications; a portfolio of integrated circuits for data centers, enterprise networks, passive optical networks, wireless base station optical transceivers, and high-speed interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications. The company also offers protection products, such as filter and termination devices that are integrated with the transient voltage suppressor devices, which protect electronic systems from voltage spikes; and wireless and sensing products comprising a portfolio of specialized radio frequency products used in various industrial, medical, and communications applications, as well as specialized sensing products used in industrial and consumer applications. In addition, it provides power products consisting of switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging that control, alter, regulate, and condition the power within electronic systems. The company serves original equipment manufacturers and their suppliers in the enterprise computing, communications, and consumer and industrial end-markets. It sells its products directly, as well as through independent sales representative firms and independent distributors in North America, Europe, Asia- Pacific, and internationally. The company was incorporated in 1960 and is headquartered in Camarillo, California.
Annual filing, covered
10-K parsed · Mar 23 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Mar 23 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Semtech Corp
110.55
pre 107.53 −3.09%
Same SIC code · 6
Same SEC industry code: Nvidia Corp, Broadcom Inc., Micron Technology Inc and 3 more; of Semtech Corp's 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Nvidia Corp, Broadcom Inc., Micron Technology Inc and 3 more; of Semtech Corp's 6 closest co-movers, none share that code.
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $1.6B | 9.79% | −31.45% |
| Vanguard Portfolioindex-like | $862.4M | 5.35% | −23.03% |
| Jane Street | $836.6M | 5.19% | +402.83% |
| Vanguardindex-like | $679.7M | 4.22% | +1.31% |
| Ameriprise Financial | $559.0M | 3.47% | −53.68% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $1.6B | 9.79% | −31.45% |
| Vanguard Portfolioindex-like | $862.4M | 5.35% | −23.03% |
| Jane Street | $836.6M | 5.19% | +402.83% |
| Vanguardindex-like | $679.7M | 4.22% | +1.31% |
| Ameriprise Financial | $559.0M | 3.47% | −53.68% |
Tall tick = annual report · Source: EDGAR
Linked news
NewsBull2
Bear1
Expected move
Inputsspot 110.96exp Nov 27ATM strike 110ATM straddle 20.15IV 91%