Alyeska Investment Group
SMTC icon

Alyeska Investment Group’s Semtech SMTC Stock Holding History

Alyeska Investment Group’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 		$4.12M Buy
+25,427
New +$3.32M 0.01% 524
2025
Q3 		– Sell
-231,352
Closed -$10.4M – 708
2025
Q2 		$10.4M Sell
231,352
-161,524
-41% -$5.75M 0.04% 356
2025
Q1 		$13.5M Sell
392,876
-436,792
-53% -$21.5M 0.05% 286
2024
Q4 		$51.3M Buy
+829,668
New +$43.8M 0.19% 138

Other funds holding SMTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alyeska Investment Group's SMTC Position: Q2 2026 in Review

Alyeska Investment Group opened a new position in Semtech (SMTC) in Q2 2026: 25,427 shares worth $4.12M. The stake represents 0.01% of the portfolio and ranks #524 among its holdings. This is a return to the name: Alyeska Investment Group previously reported a position in SMTC as recently as Q2 2025.

Alyeska Investment Group first reported a position in SMTC in Q4 2024 and has held it in 4 quarters since. The position peaked at $51.3M in Q4 2024. 578 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Alyeska Investment Group held 25,427 shares of Semtech worth $4.12M as of Q2 2026.
  • Semtech was a new Alyeska Investment Group position in Q2 2026.
  • Semtech made up 0.01% of Alyeska Investment Group's portfolio in Q2 2026, its #524 holding.
  • Alyeska Investment Group first reported a position in Semtech in Q4 2024 and has held it in 4 quarters since.
  • Alyeska Investment Group's Semtech position peaked at $51.3M in Q4 2024.
  • 578 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Alyeska Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.