Ardsley Advisory Partners’s Semtech SMTC Stock Holding History

Ardsley Advisory Partners’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	$7.28M	Sell	45,000 -213,750	-83%	-$27.9M	0.76%	45
2026 Q1	$19.9M	Buy	258,750 +21,750	+9%	+$1.79M	2.54%	7
2025 Q4	$17.5M	Buy	237,000 +157,000	+196%	+$11.1M	1.92%	11
2025 Q3	$5.72M	Buy	+80,000	New	+$4.34M	0.71%	49
2024 Q4	–	Sell	-220,200	Closed	-$11.6M	–	187
2024 Q3	$10.1M	Buy	220,200 +18,800	+9%	+$692K	1.65%	16
2024 Q2	$6.02M	Buy	201,400 +124,650	+162%	+$4.36M	0.88%	34
2024 Q1	$2.11M	Buy	76,750 +48,250	+169%	+$1.03M	0.3%	71
2023 Q4	$624K	Sell	28,500 -64,100	-69%	-$1.19M	0.1%	110
2023 Q3	$2.38M	Buy	+92,600	New	+$2.43M	0.53%	53
2023 Q2	–	Sell	-21,000	Closed	-$507K	–	146
2023 Q1	$507K	Buy	+21,000	New	+$657K	0.11%	82
2021 Q4	–	Sell	-8,000	Closed	-$624K	–	155
2021 Q3	$624K	Sell	8,000 -4,000	-33%	-$274K	0.1%	95
2021 Q2	$826K	Buy	+12,000	New	+$793K	0.1%	99
2017 Q2	–	Sell	-12,000	Closed	-$406K	–	171
2017 Q1	$406K	Buy	+12,000	New	+$403K	0.06%	111
2016 Q4	–	Sell	-9,000	Closed	-$250K	–	169
2016 Q3	$250K	Buy	+9,000	New	+$232K	0.04%	126

Other funds holding SMTC

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Ardsley Advisory Partners's SMTC Position: Q2 2026 in Review

Ardsley Advisory Partners reduced its Semtech (SMTC) stake by 83% in Q2 2026, selling an estimated $27.9M and leaving 45,000 shares worth $7.28M. The position accounts for 0.76% of the portfolio, ranked #45.

Ardsley Advisory Partners first reported a position in SMTC in Q3 2016 and has held it in 14 quarters since. The position peaked at $19.9M in Q1 2026. 46 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Ardsley Advisory Partners held 45,000 shares of Semtech worth $7.28M as of Q2 2026.
Ardsley Advisory Partners sold 213,750 Semtech shares in Q2 2026, an estimated $27.9M.
Semtech made up 0.76% of Ardsley Advisory Partners's portfolio in Q2 2026, its #45 holding.
Ardsley Advisory Partners first reported a position in Semtech in Q3 2016 and has held it in 14 quarters since.
Ardsley Advisory Partners's Semtech position peaked at $19.9M in Q1 2026.
46 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.