Semtech Corporation (NASDAQ:SMTC) Q4 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to Semtech Corporation's Fourth Quarter and Fiscal Year 2025 Earnings Conference Call.
Semtech Corp (SMTC)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hood River Capital Management David Swank | 3,450,042 | $213,385,098 | 3.15% | |
| 2. | Whale Rock Capital Management Alex Sacerdote | 3,266,202 | $202,014,594 | +365% | 2.39% |
| 3. | Driehaus Capital Richard Driehaus | 2,032,316 | $125,698,745 | -7% | 1.03% |
| 4. | Millennium Management Israel Englander | 1,222,924 | $75,637,849 | -16% | 0.03% |
| 5. | 35,500,000 | $62,675,250 | -39% | 1.8% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.23 | 1,000 | Officer | 1,000 | 2024-04-08 | Filing | |
| $24.83 | 20,000 | 20,888 | 2023-09-18 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $38.21 | 200 | Officer | 13,481 | 2025-03-27 | Filing | |
| $37.67 | 2,707 | Officer | 13,681 | 2025-03-27 | Filing | |
| $36.03 | 192 | Officer | 11,625 | 2025-03-06 | Filing | |
| $35.58 | 4,358 | Officer | 11,817 | 2025-03-06 | Filing | |
| $34.39 | 3,590 | Officer | 16,175 | 2025-03-06 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,961,506 | $801,669,146 | 0.01% | |
| 2. | 11,542,545 | $713,906,409 | 0.01% | |
| 3. | 5,568,219 | $344,392,258 | 0.08% | |
| 4. | 3,810,916 | $235,705,155 | 0% | |
| 5. | 119,970,000 | $212,372,334 | 1.76% |
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