LongSMTCJul 2026
Semtech Corporation
Semtech provides high-performance analog and mixed-signal semiconductors whose connectivity products are becoming increasingly important in AI data centers. The company is seeing…
SMTC
Which hedge funds are long SMTC?
1 published idea on Semtech Corporation across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Semtech Corporation: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.