BNP Paribas Asset Management’s Semtech SMTC Stock Holding History

BNP Paribas 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 Q1	$128K	Buy	1,663 +463	+39%	+$38.1K	﹤0.01%	1445
2025 Q4	$88K	Buy	1,200 +355	+42%	+$25.2K	﹤0.01%	1507
2025 Q3	$60K	Buy	845 +14	+2%	+$760	﹤0.01%	999
2025 Q2	$38K	Buy	+831	New	+$29.6K	﹤0.01%	1238
2023 Q2	–	Sell	-100,542	Closed	-$2.43M	–	883
2023 Q1	$2.43M	Sell	100,542 -165,921	-62%	-$5.19M	0.01%	643
2022 Q4	$7.64M	Buy	266,463 +15,714	+6%	+$446K	0.03%	465
2022 Q3	$7.37M	Buy	250,749 +36,690	+17%	+$1.72M	0.03%	462
2022 Q2	$11.8M	Buy	214,059 +10,901	+5%	+$657K	0.04%	382
2022 Q1	$14.1M	Buy	203,158 +24,610	+14%	+$1.77M	0.05%	356
2021 Q4	$15.9M	Buy	178,548 +68,227	+62%	+$5.81M	0.05%	359
2021 Q3	$8.6M	Buy	110,321 +17,681	+19%	+$1.21M	0.03%	441
2021 Q2	$6.37M	Buy	+92,640	New	+$6.12M	0.02%	511

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

BNP Paribas Asset Management's SMTC Position: Q1 2026 in Review

BNP Paribas Asset Management increased its Semtech (SMTC) stake by 39% in Q1 2026, buying an estimated $38.1K and bringing the position to 1,663 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

BNP Paribas Asset Management first reported a position in SMTC in Q2 2021 and has held it in 12 quarters since. The position peaked at $15.9M in Q4 2021. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

BNP Paribas Asset Management held 1,663 shares of Semtech worth $128K as of Q1 2026.
BNP Paribas Asset Management bought 463 Semtech shares in Q1 2026, an estimated $38.1K.
Semtech made up ﹤0.01% of BNP Paribas Asset Management's portfolio in Q1 2026, its #1445 holding.
BNP Paribas Asset Management first reported a position in Semtech in Q2 2021 and has held it in 12 quarters since.
BNP Paribas Asset Management's Semtech position peaked at $15.9M in Q4 2021.
437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on BNP Paribas Asset Management's 13F filing for Q1 2026, filed 14 May 2026.