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 Q2	$26.2M	Sell	162,000 -34,000	-17%	-$4.44M	11.77%	4
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 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

Andar Capital Management (HK)'s SMTC Position: Q2 2026 in Review

Andar Capital Management (HK) reduced its Semtech (SMTC) stake by 17% in Q2 2026, selling an estimated $4.44M and leaving 162,000 shares worth $26.2M. The position accounts for 11.77% of the portfolio, ranked #4.

Andar Capital Management (HK) first reported a position in SMTC in Q2 2025 and has held it in 5 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Andar Capital Management (HK) held 162,000 shares of Semtech worth $26.2M as of Q2 2026.
Andar Capital Management (HK) sold 34,000 Semtech shares in Q2 2026, an estimated $4.44M.
Semtech made up 11.77% of Andar Capital Management (HK)'s portfolio in Q2 2026, its #4 holding.
Andar Capital Management (HK) first reported a position in Semtech in Q2 2025 and has held it in 5 quarters since.
577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Andar Capital Management (HK)'s 13F filing for Q2 2026, filed 6 Aug 2026.