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Andar Capital Management (HK)’s Semtech SMTC Stock Holding History

Andar Capital Management (HK)’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
Q1 		$15.1M Buy
196,000
+6,475
+3% +$532K 12.89% 3
2025
Q4 		$14M Buy
189,525
+89,525
+90% +$6.35M 15.05% 2
2025
Q3 		$7.14M Sell
100,000
-60,000
-38% -$3.26M 7.23% 6
2025
Q2 		$7.22M Buy
+160,000
New +$5.69M 8.44% 3

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Andar Capital Management (HK)'s SMTC Position: Q1 2026 in Review

Andar Capital Management (HK) increased its Semtech (SMTC) stake by 3.4% in Q1 2026, buying an estimated $532K and bringing the position to 196,000 shares worth $15.1M. The position accounts for 12.89% of the portfolio, ranked #3.

Andar Capital Management (HK) first reported a position in SMTC in Q2 2025 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Andar Capital Management (HK) held 196,000 shares of Semtech worth $15.1M as of Q1 2026.
  • Andar Capital Management (HK) bought 6,475 Semtech shares in Q1 2026, an estimated $532K.
  • Semtech made up 12.89% of Andar Capital Management (HK)'s portfolio in Q1 2026, its #3 holding.
  • Andar Capital Management (HK) first reported a position in Semtech in Q2 2025 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Andar Capital Management (HK)'s 13F filing for Q1 2026, filed 8 May 2026.