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	–	Sell	-30,000	Closed	-$2.31M	–	204
2026 Q1	$2.31M	Buy	30,000 +8,000	+36%	+$658K	0.29%	84
2025 Q4	$1.62M	Sell	22,000 -18,000	-45%	-$1.28M	0.18%	107
2025 Q3	$2.86M	Buy	+40,000	New	+$2.17M	0.35%	80
2024 Q3	–	Sell	-15,000	Closed	-$448K	–	176
2024 Q2	$448K	Buy	+15,000	New	+$525K	0.07%	125
2024 Q1	–	Sell	-25,000	Closed	-$548K	–	182
2023 Q4	$548K	Sell	25,000 -50,000	-67%	-$928K	0.08%	115
2023 Q3	$1.93M	Buy	+75,000	New	+$1.97M	0.43%	62

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.