1832 Asset Management’s Semtech SMTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$47.5M Buy
266,600
+241,100
+945% +$34.2M 0.02% 225
2026
Q2
$4.13M Buy
+25,500
New +$3.33M ﹤0.01% 450

Other funds holding SMTC

1832 Asset Management's SMTC Position: Q3 2026 in Review

1832 Asset Management increased its Semtech (SMTC) stake by 945% in Q3 2026, buying an estimated $34.2M and bringing the position to 266,600 shares worth $47.5M. The position accounts for 0.02% of the portfolio, ranked #225.

1832 Asset Management first reported a position in SMTC in Q2 2026 and has held it in 2 quarters since. 396 funds tracked by Wall St. Rank hold SMTC as of Q3 2026.

  • 1832 Asset Management held 266,600 shares of Semtech worth $47.5M as of Q3 2026.
  • 1832 Asset Management bought 241,100 Semtech shares in Q3 2026, an estimated $34.2M.
  • Semtech made up 0.02% of 1832 Asset Management's portfolio in Q3 2026, its #225 holding.
  • 1832 Asset Management first reported a position in Semtech in Q2 2026 and has held it in 2 quarters since.
  • 396 funds tracked by Wall St. Rank held Semtech as of Q3 2026.

Based on 1832 Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.