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 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 $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Atom Investors's SMTC Position: Q1 2026 in Review

Atom Investors reduced its Semtech (SMTC) stake by 41% in Q1 2026, selling an estimated $429K and leaving 7,456 shares worth $573K. The position accounts for 0.04% of the portfolio, ranked #452.

Atom Investors first reported a position in SMTC in Q3 2021 and has held it in 7 quarters since. The position peaked at $3.49M in Q1 2024. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

Atom Investors held 7,456 shares of Semtech worth $573K as of Q1 2026.
Atom Investors sold 5,220 Semtech shares in Q1 2026, an estimated $429K.
Semtech made up 0.04% of Atom Investors's portfolio in Q1 2026, its #452 holding.
Atom Investors first reported a position in Semtech in Q3 2021 and has held it in 7 quarters since.
Atom Investors's Semtech position peaked at $3.49M in Q1 2024.
437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.