Armistice Capital’s Semtech SMTC Stock Holding History

Armistice Capital’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	$10.1M	Buy	62,380 +489	+0.8%	+$63.9K	0.12%	109
2026 Q1	$4.76M	Buy	+61,891	New	+$5.09M	0.08%	126

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

Armistice Capital's SMTC Position: Q2 2026 in Review

Armistice Capital increased its Semtech (SMTC) stake by 0.79% in Q2 2026, buying an estimated $63.9K and bringing the position to 62,380 shares worth $10.1M. The position accounts for 0.12% of the portfolio, ranked #109.

Armistice Capital first reported a position in SMTC in Q1 2026 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Armistice Capital held 62,380 shares of Semtech worth $10.1M as of Q2 2026.
Armistice Capital bought 489 Semtech shares in Q2 2026, an estimated $63.9K.
Semtech made up 0.12% of Armistice Capital's portfolio in Q2 2026, its #109 holding.
Armistice Capital first reported a position in Semtech in Q1 2026 and has held it in 2 quarters since.
574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Armistice Capital's 13F filing for Q2 2026, filed 14 Aug 2026.