Blueshift Asset Management
SMTC icon

Blueshift Asset Management’s Semtech SMTC Stock Holding History

Blueshift Asset 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 		$518K Buy
+3,200
New +$418K 0.12% 198
2024
Q3 		– Sell
-8,255
Closed -$247K – 464
2024
Q2 		$247K Buy
+8,255
New +$289K 0.08% 287
2021
Q4 		– Sell
-3,842
Closed -$300K – 1195
2021
Q3 		$300K Sell
3,842
-3,245
-46% -$222K 0.02% 810
2021
Q2 		$488K Buy
+7,087
New +$469K 0.03% 572

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 $3.38T AUM 44.17% 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
Hood River Capital Management
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

Blueshift Asset Management's SMTC Position: Q2 2026 in Review

Blueshift Asset Management opened a new position in Semtech (SMTC) in Q2 2026: 3,200 shares worth $518K. The stake represents 0.12% of the portfolio and ranks #198 among its holdings. This is a return to the name: Blueshift Asset Management previously reported a position in SMTC as recently as Q2 2024.

Blueshift Asset Management first reported a position in SMTC in Q2 2021 and has held it in 4 quarters since. 580 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Blueshift Asset Management held 3,200 shares of Semtech worth $518K as of Q2 2026.
  • Semtech was a new Blueshift Asset Management position in Q2 2026.
  • Semtech made up 0.12% of Blueshift Asset Management's portfolio in Q2 2026, its #198 holding.
  • Blueshift Asset Management first reported a position in Semtech in Q2 2021 and has held it in 4 quarters since.
  • 580 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

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