Canada Pension Plan Investment Board’s Semtech SMTC Stock Holding History

Canada Pension Plan Investment Board’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	$39.3M	Buy	+242,900	New	+$31.7M	0.02%	437
2026 Q1	–	Sell	-10,900	Closed	-$803K	–	1988
2025 Q4	$803K	Buy	+10,900	New	+$773K	﹤0.01%	1131
2025 Q1	–	Sell	-5,700	Closed	-$353K	–	1466
2024 Q4	$353K	Buy	5,700 +4,300	+307%	+$227K	﹤0.01%	1124
2024 Q3	$63.9K	Sell	1,400 -600	-30%	-$22.1K	﹤0.01%	1220
2024 Q2	$59.8K	Buy	+2,000	New	+$70K	﹤0.01%	1255
2023 Q2	–	Sell	-156,258	Closed	-$3.77M	–	1095
2023 Q1	$3.77M	Buy	+156,258	New	+$4.89M	0.01%	641
2022 Q4	–	Sell	-40,900	Closed	-$1.2M	–	1255
2022 Q3	$1.2M	Hold	40,900	–	–	﹤0.01%	830
2022 Q2	$2.25M	Buy	+40,900	New	+$2.47M	﹤0.01%	668
2020 Q3	–	Sell	-1,800	Closed	-$94K	–	1332
2020 Q2	$94K	Sell	1,800 -59,300	-97%	-$2.78M	﹤0.01%	1283
2020 Q1	$2.29M	Buy	+61,100	New	+$2.76M	0.01%	693

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 $3.38T AUM 44.17% 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

Canada Pension Plan Investment Board's SMTC Position: Q2 2026 in Review

Canada Pension Plan Investment Board opened a new position in Semtech (SMTC) in Q2 2026: 242,900 shares worth $39.3M. The stake represents 0.02% of the portfolio and ranks #437 among its holdings. This is a return to the name: Canada Pension Plan Investment Board previously reported a position in SMTC as recently as Q4 2025.

Canada Pension Plan Investment Board first reported a position in SMTC in Q1 2020 and has held it in 10 quarters since. 578 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Canada Pension Plan Investment Board held 242,900 shares of Semtech worth $39.3M as of Q2 2026.
Semtech was a new Canada Pension Plan Investment Board position in Q2 2026.
Semtech made up 0.02% of Canada Pension Plan Investment Board's portfolio in Q2 2026, its #437 holding.
Canada Pension Plan Investment Board first reported a position in Semtech in Q1 2020 and has held it in 10 quarters since.
578 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.