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SMTC

Semtech Corporation

Sector: technologySemiconductorsNASDAQMarket Cap: $8.03B

Semtech Corporation (SMTC) designs and sells analog and mixed-signal semiconductors and advanced algorithms, with a political signal driven by a single congressional trader making six purchases in the last 12 months, totaling between $6,006 and $90,000.

Next filing → your inbox
Govt Dependence
0/100
Regulatory Density
10/100
Lobbying Intensity
0/100
Political Signal
BULLISH

BusinessWhat SMTC does

Semtech Corporation is a technology company that provides analog and mixed-signal semiconductors and advanced algorithms for high-end consumer, enterprise computing, communications, and industrial equipment. Its revenue lines include sales of semiconductor products for infrastructure, high-end consumer, and industrial applications, with a focus on signal integrity, power management, and wireless sensing solutions.

12 months past · 3 months futureSMTC activity timeline

$180$119$58 OctNovDecJan '26FebMarAprMayJunJulAugSepOctNovDec ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Sep 14 $174.73 hi $59.83 lo $132.27 CONGRESS 13 INSIDERS 0 13F FUNDS 30 BILLS 48 Gilbert Ray Cisneros (D) · Sale · 2026-07-21Gilbert Ray Cisneros (D) · Sale · 2026-07-16Gilbert Ray Cisneros (D) · Sale (Partial) · 2026-07-20Gilbert Ray Cisneros (D) · Sale (Partial) · 2026-07-15Gilbert Ray Cisneros (D) · Sale · 2026-06-30Gilbert Ray Cisneros (D) · Purchase · 2026-03-03Gilbert Ray Cisneros (D) · Purchase · 2026-01-20 Two Sigma Investments · - $3761M · 2026-03-31Citadel Advisors · + $123M · 2025-12-31Two Sigma Investments · - $54M · 2025-12-31Two Sigma Investments · - $52M · 2025-09-30Citadel Advisors · + $51M · 2025-09-30Two Sigma Investments · + $3M · 2025-09-30D.E. Shaw & Co. · + $1M · 2025-12-31 MARKUP · House Judiciary Subcommittee on Administrative State, Regula · 2026-09-14MARKUP · Senate Judiciary · 2026-09-15MARKUP · House Judiciary Subcommittee on Crime and Federal Government · 2026-09-15MARKUP · House Judiciary Subcommittee on Immigration Integrity, Secur · 2026-09-15MARKUP · House Financial Services · 2026-09-15MARKUP · House Science, Space, and Technology · 2026-09-15MARKUP · House Energy and Commerce Subcommittee on Energy · 2026-09-15MARKUP · House Energy and Commerce Subcommittee on Health · 2026-09-15MARKUP · House Education and Workforce Subcommittee on Health, Employ · 2026-09-15MARKUP · House Small Business Subcommittee on Innovation, Entrepreneu · 2026-09-15MARKUP · Senate Intelligence (Select) · 2026-09-15MARKUP · House Financial Services · 2026-09-16MARKUP · House Homeland Security · 2026-09-16MARKUP · House Science, Space, and Technology Subcommittee on Investi · 2026-09-16MARKUP · Senate Commerce, Science, and Transportation · 2026-09-16MARKUP · Senate Judiciary · 2026-09-16MARKUP · House Education and Workforce Subcommittee on Higher Educati · 2026-09-16MARKUP · Senate Intelligence (Select) · 2026-09-16MARKUP · Senate Armed Services · 2026-09-17MARKUP · Senate Banking, Housing, and Urban Affairs · 2026-09-17MARKUP · Senate Judiciary · 2026-09-17MARKUP · Senate Commerce, Science, and Transportation · 2026-09-17MARKUP · House Financial Services Subcommittee on Financial Instituti · 2026-09-18
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
242 trading days · 7 congressional trades shown · 0 insider buys · 7 13F filings · 0 past bill actions · 23 upcoming markups

Executive Branch ConflictsSMTC held by Trump-administration officials

Lifetime Government AwardsSMTC federal contracts

SMTC doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding SMTC

$3.89B
Total SMTC held by tracked 13F funds
4
Funds with SMTC positions
+1
Funds opened this quarter
Two Sigma Investments $3.76B -93% 2 overlap 2026-03-31
Citadel Advisors $123M +136% 1 overlap 2025-12-31
D.E. Shaw & Co. $1M +291% 1 overlap 2025-12-31
Coatue Management $274K opened 1 overlap 2025-12-31

Politicians Trading SMTCMembers of Congress with recent SMTC positions

1 politicians traded SMTC across 11 disclosed transactions totaling $88K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just SMTC). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading SMTC

2026-07-21 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2026-07-16 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2026-07-20 Gilbert Ray Cisneros D-California · house Sale (Partial) $1,001 - $15,000
2026-07-15 Gilbert Ray Cisneros D-California · house Sale (Partial) $1,001 - $15,000
2026-06-30 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2026-03-03 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2026-01-20 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2025-08-26 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2025-09-02 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2025-09-02 Gilbert Ray Cisneros D-California · house purchase $1,001 - $15,000
2025-08-26 Gilbert Ray Cisneros D-California · house purchase $1,001 - $15,000
2015-02-13 Thomas Tillis R-North Carolina · senate Sale (Full) $1,001 - $15,000
13+ trades on file · most recent 2026-09-07

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Stock awards & option exercises

5
stock awards · $243K market value
2026-04-06 HOU HONG Q President and CEO AWARD 1,067 sh $88K
2026-04-06 Green Jason Elliot EVP and CCO AWARD 542 sh $45K
2026-04-06 Silberstein Asaf EVP and COO AWARD 488 sh $40K
2026-04-06 Lin Mark EVP and CFO AWARD 450 sh $37K
2026-04-06 WILSON JOHN MICHAEL Chief Quality Officer and CTO AWARD 394 sh $33K
For SMTC, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting SMTCLive legislation impacting this stock

Political ProfileWhere SMTC sits in Washington

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STRUCTURAL: No structural signals (zero lobbying spend, zero donations, zero federal contracts). EVIDENTIARY: Single congressional trader (bioguide_id C001123) executed six purchases over 12 months, indicating repeated buy-side interest. Net: Evidentiary signal from repeated congressional buys outweighs absent structural signals, suggesting positive political sentiment.

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

  • No specific congressional critics identified.
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Frequently AskedAbout SMTC & political exposure

Does Semtech Corporation (SMTC) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Semtech Corporation. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own SMTC stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in SMTC on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded SMTC stock?
13 congressional trades by 2 unique members of Congress, most recently on 2026-07-21. See the Congressional Trading panel for politician-by-politician breakdown.
What is SMTC political risk profile?
Government dependence: 0/100. Lobbying intensity: 0/100. Political signal: bullish. Donor party split: R 0% / D 0%.
How does GovGreed track SMTC political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. SMTC data is updated daily from these official federal sources.