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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
2025
Q1 		– Sell
-125,000
Closed -$7.73M – 200
2024
Q4 		$7.73M Buy
+125,000
New +$6.6M 1.23% 24

Other funds holding SMTC

Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
GI
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.