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Burkehill Global Management’s Semtech SMTC Stock Holding History

Burkehill Global 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
2025
Q2 		– Sell
-250,000
Closed -$8.6M – 111
2025
Q1 		$8.6M Sell
250,000
-50,000
-17% -$2.47M 0.64% 39
2024
Q4 		$18.6M Buy
+300,000
New +$15.8M 1.76% 20

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Burkehill Global Management's SMTC Position: Q2 2025 in Review

Burkehill Global Management sold out of Semtech (SMTC) in Q2 2025, closing a stake of 250,000 shares — an estimated $8.6M sold.

Burkehill Global Management first reported a position in SMTC in Q4 2024 and held it in 2 quarters. The position peaked at $18.6M in Q4 2024. 315 funds tracked by Wall St. Rank hold SMTC as of Q2 2025.

  • Burkehill Global Management reported no remaining Semtech position as of Q2 2025 after selling out during the quarter.
  • Burkehill Global Management sold 250,000 Semtech shares in Q2 2025, an estimated $8.6M.
  • Burkehill Global Management first reported a position in Semtech in Q4 2024 and held it in 2 quarters.
  • Burkehill Global Management's Semtech position peaked at $18.6M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Semtech as of Q2 2025.

Based on Burkehill Global Management's 13F filing for Q2 2025, filed 14 Aug 2025.