Brevan Howard Capital Management’s Semtech SMTC Stock Holding History

Brevan Howard Capital 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	$834K	Buy	+10,846	New	+$892K	0.01%	1007
2025 Q4	–	Sell	-32,798	Closed	-$2.34M	–	2243
2025 Q3	$2.34M	Buy	+32,798	New	+$1.78M	0.01%	491
2025 Q1	–	Sell	-6,670	Closed	-$413K	–	1439
2024 Q4	$413K	Sell	6,670 -10,401	-61%	-$549K	﹤0.01%	676
2024 Q3	$779K	Sell	17,071 -1,482	-8%	-$54.5K	0.01%	541
2024 Q2	$554K	Buy	18,553 +7,390	+66%	+$258K	0.01%	569
2024 Q1	$307K	Buy	+11,163	New	+$238K	﹤0.01%	648

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

Brevan Howard Capital Management's SMTC Position: Q1 2026 in Review

Brevan Howard Capital Management opened a new position in Semtech (SMTC) in Q1 2026: 10,846 shares worth $834K. The stake represents 0.01% of the portfolio and ranks #1007 among its holdings. This is a return to the name: Brevan Howard Capital Management previously reported a position in SMTC as recently as Q3 2025.

Brevan Howard Capital Management first reported a position in SMTC in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.34M in Q3 2025. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

Brevan Howard Capital Management held 10,846 shares of Semtech worth $834K as of Q1 2026.
Semtech was a new Brevan Howard Capital Management position in Q1 2026.
Semtech made up 0.01% of Brevan Howard Capital Management's portfolio in Q1 2026, its #1007 holding.
Brevan Howard Capital Management first reported a position in Semtech in Q1 2024 and has held it in 6 quarters since.
Brevan Howard Capital Management's Semtech position peaked at $2.34M in Q3 2025.
437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Brevan Howard Capital Management's 13F filing for Q1 2026, filed 15 May 2026.