Campbell Newman Asset Management’s Semtech SMTC Stock Holding History

Campbell Newman 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	$3.57M	Buy	22,031 +1,074	+5%	+$140K	0.26%	45
2026 Q1	$1.61M	Buy	+20,957	New	+$1.72M	0.13%	72

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

Campbell Newman Asset Management's SMTC Position: Q2 2026 in Review

Campbell Newman Asset Management increased its Semtech (SMTC) stake by 5.1% in Q2 2026, buying an estimated $140K and bringing the position to 22,031 shares worth $3.57M. The position accounts for 0.26% of the portfolio, ranked #45.

Campbell Newman Asset Management first reported a position in SMTC in Q1 2026 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Campbell Newman Asset Management held 22,031 shares of Semtech worth $3.57M as of Q2 2026.
Campbell Newman Asset Management bought 1,074 Semtech shares in Q2 2026, an estimated $140K.
Semtech made up 0.26% of Campbell Newman Asset Management's portfolio in Q2 2026, its #45 holding.
Campbell Newman Asset Management first reported a position in Semtech in Q1 2026 and has held it in 2 quarters since.
574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Campbell Newman Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.