Alight Capital Management’s Semtech SMTC Stock Holding History

Alight Capital Management’s Portfolio SMTC Stock Details SMTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,000	Closed	-$384K	–	93
2026 Q1	$384K	Buy	+5,000	New	+$411K	0.09%	62

Other funds holding SMTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alight Capital Management's SMTC Position: Q2 2026 in Review

Alight Capital Management sold out of Semtech (SMTC) in Q2 2026, closing a stake of 5,000 shares — an estimated $384K sold.

Alight Capital Management first reported a position in SMTC in Q1 2026 and held it in 1 quarter. The position peaked at $384K in Q1 2026. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Alight Capital Management reported no remaining Semtech position as of Q2 2026 after selling out during the quarter.
Alight Capital Management sold 5,000 Semtech shares in Q2 2026, an estimated $384K.
Alight Capital Management first reported a position in Semtech in Q1 2026 and held it in 1 quarter.
Alight Capital Management's Semtech position peaked at $384K in Q1 2026.
574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Alight Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.