Artisan Partners
SMTC icon

Artisan Partners’s Semtech SMTC Stock Holding History

Artisan 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 		$124M Sell
763,924
-794,110
-51% -$104M 0.2% 104
2026
Q1 		$120M Buy
1,558,034
+1,064,429
+216% +$87.5M 0.19% 118
2025
Q4 		$36.4M Buy
493,605
+175,947
+55% +$12.5M 0.05% 254
2025
Q3 		$22.7M Buy
+317,658
New +$17.2M 0.03% 278

Other funds holding SMTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Artisan Partners's SMTC Position: Q2 2026 in Review

Artisan Partners reduced its Semtech (SMTC) stake by 51% in Q2 2026, selling an estimated $104M and leaving 763,924 shares worth $124M. The position accounts for 0.2% of the portfolio, ranked #104.

Artisan Partners first reported a position in SMTC in Q3 2025 and has held it in 4 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Artisan Partners held 763,924 shares of Semtech worth $124M as of Q2 2026.
  • Artisan Partners sold 794,110 Semtech shares in Q2 2026, an estimated $104M.
  • Semtech made up 0.2% of Artisan Partners's portfolio in Q2 2026, its #104 holding.
  • Artisan Partners first reported a position in Semtech in Q3 2025 and has held it in 4 quarters since.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Artisan Partners's 13F filing for Q2 2026, filed 13 Aug 2026.