de Morgan Stanley Semtech SMTC Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 319 M | Comprar |
1,970,198
+554,170
| +39% | +USD 72.4 M | 0.02% | 770 |
|
|
2026
Q1 | USD 109 M | Comprar |
1,416,028
+26,771
| +2% | +USD 2.2 M | 0.01% | 1368 |
|
|
2025
Q4 | USD 102 M | Vender |
1,389,257
-1,744,747
| -56% | -USD 124 M | 0.01% | 1431 |
|
|
2025
Q3 | USD 224 M | Vender |
3,134,004
-106,219
| -3% | -USD 5.77 M | 0.01% | 867 |
|
|
2025
Q2 | USD 146 M | Comprar |
3,240,223
+1,398,002
| +76% | +USD 49.7 M | 0.01% | 1069 |
|
|
2025
Q1 | USD 63.4 M | Comprar |
1,842,221
+733,749
| +66% | +USD 36.2 M | ﹤0.01% | 1600 |
|
|
2024
Q4 | USD 68.6 M | Comprar |
1,108,472
+54,794
| +5% | +USD 2.89 M | ﹤0.01% | 1550 |
|
|
2024
Q3 | USD 48.1 M | Vender |
1,053,678
-579,872
| -35% | -USD 21.3 M | ﹤0.01% | 1854 |
|
|
2024
Q2 | USD 48.8 M | Comprar |
1,633,550
+1,377
| +0.1% | +USD 48.2 k | ﹤0.01% | 1783 |
|
|
2024
Q1 | USD 44.9 M | Vender |
1,632,173
-471,018
| -22% | -USD 10.1 M | ﹤0.01% | 1867 |
|
|
2023
Q4 | USD 46.1 M | Comprar |
2,103,191
+1,128,227
| +116% | +USD 20.9 M | ﹤0.01% | 1812 |
|
|
2023
Q3 | USD 25.1 M | Vender |
974,964
-156,510
| -14% | -USD 4.11 M | ﹤0.01% | 2215 |
|
|
2023
Q2 | USD 28.8 M | Vender |
1,131,474
-647,534
| -36% | -USD 14 M | ﹤0.01% | 2100 |
|
|
2023
Q1 | USD 42.9 M | Vender |
1,779,008
-145,947
| -8% | -USD 4.56 M | ﹤0.01% | 1682 |
|
|
2022
Q4 | USD 55.2 M | Comprar |
1,924,955
+716,294
| +59% | +USD 20.3 M | 0.01% | 1417 |
|
|
2022
Q3 | USD 35.5 M | Comprar |
1,208,661
+772,914
| +177% | +USD 36.2 M | ﹤0.01% | 1597 |
|
|
2022
Q2 | USD 24 M | Comprar |
435,747
+156,718
| +56% | +USD 9.45 M | ﹤0.01% | 2084 |
|
|
2022
Q1 | USD 19.3 M | Comprar |
279,029
+167,965
| +151% | +USD 12.1 M | ﹤0.01% | 2154 |
|
|
2021
Q4 | USD 9.9 M | Comprar |
111,064
+38,810
| +54% | +USD 3.3 M | ﹤0.01% | 2966 |
|
|
2021
Q3 | USD 5.63 M | Vender |
72,254
-31,808
| -31% | -USD 2.18 M | ﹤0.01% | 3547 |
|
|
2021
Q2 | USD 7.16 M | Comprar |
104,062
+56,242
| +118% | +USD 3.72 M | ﹤0.01% | 3388 |
|
|
2021
Q1 | USD 3.3 M | Vender |
47,820
-47,051
| -50% | -USD 3.45 M | ﹤0.01% | 3839 |
|
|
2020
Q4 | USD 6.84 M | Comprar |
94,871
+68,184
| +255% | +USD 4.36 M | ﹤0.01% | 2921 |
|
|
2020
Q3 | USD 1.41 M | Vender |
26,687
-93,707
| -78% | -USD 5.27 M | ﹤0.01% | 3957 |
|
|
2020
Q2 | USD 6.29 M | Comprar |
120,394
+48,126
| +67% | +USD 2.25 M | ﹤0.01% | 2441 |
|
|
2020
Q1 | USD 2.71 M | Vender |
72,268
-73,519
| -50% | -USD 3.33 M | ﹤0.01% | 3077 |
|
|
2019
Q4 | USD 7.71 M | Comprar |
145,787
+108,910
| +295% | +USD 5.45 M | ﹤0.01% | 2709 |
|
|
2019
Q3 | USD 1.79 M | Vender |
36,877
-2,664
| -7% | -USD 126 k | ﹤0.01% | 3887 |
|
|
2019
Q2 | USD 1.9 M | Vender |
39,541
-120,420
| -75% | -USD 5.85 M | ﹤0.01% | 3809 |
|
|
2019
Q1 | USD 8.14 M | Vender |
159,961
-404,953
| -72% | -USD 20.9 M | ﹤0.01% | 2240 |
|
|
2018
Q4 | USD 25.9 M | Comprar |
564,914
+47,733
| +9% | +USD 2.27 M | 0.01% | 1235 |
|
|
2018
Q3 | USD 28.8 M | Comprar |
517,181
+281,404
| +119% | +USD 14.7 M | 0.01% | 1354 |
|
|
2018
Q2 | USD 11.1 M | Vender |
235,777
-3,776
| -2% | -USD 169 k | ﹤0.01% | 2264 |
|
|
2018
Q1 | USD 9.36 M | Comprar |
239,553
+611
| +0.3% | +USD 22 k | ﹤0.01% | 2402 |
|
|
2017
Q4 | USD 8.17 M | Comprar |
238,942
+114,332
| +92% | +USD 4.28 M | ﹤0.01% | 2604 |
|
|
2017
Q3 | USD 4.68 M | Comprar |
124,610
+19,298
| +18% | +USD 720 k | ﹤0.01% | 3027 |
|
|
2017
Q2 | USD 3.76 M | Vender |
105,312
-25,216
| -19% | -USD 884 k | ﹤0.01% | 3176 |
|
|
2017
Q1 | USD 4.41 M | Vender |
130,528
-144,967
| -53% | -USD 4.87 M | ﹤0.01% | 2978 |
|
|
2016
Q4 | USD 8.69 M | Vender |
275,495
-174,154
| -39% | -USD 4.88 M | ﹤0.01% | 2407 |
|
|
2016
Q3 | USD 12.5 M | Comprar |
449,649
+159,459
| +55% | +USD 4.11 M | ﹤0.01% | 1824 |
|
|
2016
Q2 | USD 6.92 M | Vender |
290,190
-3,591
| -1% | -USD 81.5 k | ﹤0.01% | 2300 |
|
|
2016
Q1 | USD 6.46 M | Vender |
293,781
-1,062,199
| -78% | -USD 20.5 M | ﹤0.01% | 2277 |
|
|
2015
Q4 | USD 25.7 M | Comprar |
1,355,980
+1,258,335
| +1,289% | +USD 23 M | 0.01% | 1221 |
|
|
2015
Q3 | USD 1.47 M | Comprar |
97,645
+24,120
| +33% | +USD 415 k | ﹤0.01% | 3782 |
|
|
2015
Q2 | USD 1.46 M | Vender |
73,525
-23,512
| -24% | -USD 548 k | ﹤0.01% | 3914 |
|
|
2015
Q1 | USD 2.58 M | Vender |
97,037
-1,714
| -2% | -USD 46.7 k | ﹤0.01% | 3349 |
|
|
2014
Q4 | USD 2.72 M | Comprar |
98,751
+20,413
| +26% | +USD 521 k | ﹤0.01% | 3285 |
|
|
2014
Q3 | USD 2.13 M | Comprar |
78,338
+56,538
| +259% | +USD 1.42 M | ﹤0.01% | 3385 |
|
|
2014
Q2 | USD 570 k | Vender |
21,800
-14,764
| -40% | -USD 371 k | ﹤0.01% | 4479 |
|
|
2014
Q1 | USD 927 k | Vender |
36,564
-11,109
| -23% | -USD 271 k | ﹤0.01% | 4054 |
|
|
2013
Q4 | USD 1.2 M | Comprar |
47,673
+17,861
| +60% | +USD 527 k | ﹤0.01% | 3772 |
|
|
2013
Q3 | USD 894 k | Vender |
29,812
-109,036
| -79% | -USD 3.44 M | ﹤0.01% | 3890 |
|
|
2013
Q2 | USD 4.86 M | Comprar |
+138,848
| Nuevas | +USD 4.74 M | ﹤0.01% | 2355 |
|
Otros fondos que tienen SMTC en su cartera
Posición de Morgan Stanley en SMTC: resumen de T2 2026
Morgan Stanley aumentó su participación en Semtech (SMTC) en 39% durante T2 2026, al comprar aproximadamente USD 72.4 M y elevar la posición a 1,970,198 acciones con un valor de USD 319 M. La posición representa 0.02% de la cartera y ocupa el puesto #770.
Morgan Stanley reportó por primera vez una posición en SMTC en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 581 fondos que sigue Wall St. Rank mantienen una posición en SMTC.
- Al cierre de T2 2026, Morgan Stanley tenía 1,970,198 acciones de Semtech con un valor de USD 319 M.
- Morgan Stanley compró 554,170 acciones de Semtech en T2 2026, por un monto estimado de USD 72.4 M.
- Semtech representó 0.02% de la cartera de Morgan Stanley en T2 2026 y fue su posición número 770.
- Morgan Stanley reportó por primera vez una posición en Semtech en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 581 fondos que sigue Wall St. Rank tenían Semtech en cartera.
Según el Informe 13F de Morgan Stanley correspondiente a T2 2026, presentado el 13 ago 2026.