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Atreides Management’s Semtech SMTC Stock Holding History

Atreides Management’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 		$89.2M Buy
551,214
+9,402
+2% +$1.23M 0.62% 24
2026
Q1 		$41.7M Sell
541,812
-149,779
-22% -$12.3M 0.83% 32
2025
Q4 		$51M Buy
691,591
+13,458
+2% +$955K 0.62% 37
2025
Q3 		$48.5M Buy
678,133
+16,192
+2% +$879K 0.94% 31
2025
Q2 		$29.9M Buy
+661,941
New +$23.6M 0.83% 38

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

Atreides Management's SMTC Position: Q2 2026 in Review

Atreides Management increased its Semtech (SMTC) stake by 1.7% in Q2 2026, buying an estimated $1.23M and bringing the position to 551,214 shares worth $89.2M. The position accounts for 0.62% of the portfolio, ranked #24.

Atreides Management first reported a position in SMTC in Q2 2025 and has held it in 5 quarters since. 576 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Atreides Management held 551,214 shares of Semtech worth $89.2M as of Q2 2026.
  • Atreides Management bought 9,402 Semtech shares in Q2 2026, an estimated $1.23M.
  • Semtech made up 0.62% of Atreides Management's portfolio in Q2 2026, its #24 holding.
  • Atreides Management first reported a position in Semtech in Q2 2025 and has held it in 5 quarters since.
  • 576 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.