AYAL Capital Advisors’s Semtech SMTC Stock Holding History

AYAL Capital Advisors’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	–	Sell	-72,400	Closed	-$5.57M	–	73
2026 Q1	$5.57M	Buy	+72,400	New	+$5.95M	1.51%	20

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

AYAL Capital Advisors's SMTC Position: Q2 2026 in Review

AYAL Capital Advisors sold out of Semtech (SMTC) in Q2 2026, closing a stake of 72,400 shares — an estimated $5.57M sold.

AYAL Capital Advisors first reported a position in SMTC in Q1 2026 and held it in 1 quarter. The position peaked at $5.57M in Q1 2026. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

AYAL Capital Advisors reported no remaining Semtech position as of Q2 2026 after selling out during the quarter.
AYAL Capital Advisors sold 72,400 Semtech shares in Q2 2026, an estimated $5.57M.
AYAL Capital Advisors first reported a position in Semtech in Q1 2026 and held it in 1 quarter.
AYAL Capital Advisors's Semtech position peaked at $5.57M in Q1 2026.
574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on AYAL Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.