Atom Investors’s Semtech SMTC Stock Holding History

Atom Investors’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	$4.87M	Buy	30,064 +22,608	+303%	+$2.96M	0.43%	30
2026 Q1	$573K	Sell	7,456 -5,220	-41%	-$429K	0.04%	452
2025 Q4	$934K	Buy	+12,676	New	+$899K	0.07%	305
2024 Q4	–	Sell	-47,874	Closed	-$2.19M	–	623
2024 Q3	$2.19M	Buy	+47,874	New	+$1.76M	0.23%	145
2024 Q2	–	Sell	-126,786	Closed	-$3.49M	–	656
2024 Q1	$3.49M	Buy	126,786 +114,033	+894%	+$2.44M	0.43%	65
2023 Q4	$279K	Sell	12,753 -48,954	-79%	-$908K	0.05%	369
2023 Q3	$1.59M	Buy	+61,707	New	+$1.62M	0.36%	79
2021 Q4	–	Sell	-9,535	Closed	-$743K	–	391
2021 Q3	$743K	Buy	+9,535	New	+$653K	0.06%	166

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

Atom Investors's SMTC Position: Q2 2026 in Review

Atom Investors increased its Semtech (SMTC) stake by 303% in Q2 2026, buying an estimated $2.96M and bringing the position to 30,064 shares worth $4.87M. The position accounts for 0.43% of the portfolio, ranked #30.

Atom Investors first reported a position in SMTC in Q3 2021 and has held it in 8 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Atom Investors held 30,064 shares of Semtech worth $4.87M as of Q2 2026.
Atom Investors bought 22,608 Semtech shares in Q2 2026, an estimated $2.96M.
Semtech made up 0.43% of Atom Investors's portfolio in Q2 2026, its #30 holding.
Atom Investors first reported a position in Semtech in Q3 2021 and has held it in 8 quarters since.
577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.