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
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 $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Artisan Partners's SMTC Position: Q1 2026 in Review

Artisan Partners increased its Semtech (SMTC) stake by 216% in Q1 2026, buying an estimated $87.5M and bringing the position to 1,558,034 shares worth $120M. The position accounts for 0.19% of the portfolio, ranked #118.

Artisan Partners first reported a position in SMTC in Q3 2025 and has held it in 3 quarters since. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Artisan Partners held 1,558,034 shares of Semtech worth $120M as of Q1 2026.
  • Artisan Partners bought 1,064,429 Semtech shares in Q1 2026, an estimated $87.5M.
  • Semtech made up 0.19% of Artisan Partners's portfolio in Q1 2026, its #118 holding.
  • Artisan Partners first reported a position in Semtech in Q3 2025 and has held it in 3 quarters since.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Artisan Partners's 13F filing for Q1 2026, filed 13 May 2026.