Capital Research Global Investors’s Semtech SMTC Stock Holding History

Capital Research Global Investors’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	$319M	Sell	4,152,082 -350,638	-8%	-$28.8M	0.05%	207
2025 Q4	$332M	Sell	4,502,720 -188,956	-4%	-$13.4M	0.06%	180
2025 Q3	$335M	Buy	4,691,676 +571,372	+14%	+$31M	0.06%	178
2025 Q2	$186M	Buy	4,120,304 +1,521,288	+59%	+$54.1M	0.04%	228
2025 Q1	$89.4M	Buy	2,599,016 +465,907	+22%	+$23M	0.02%	295
2024 Q4	$132M	Sell	2,133,109 -1,739,913	-45%	-$91.9M	0.03%	270
2024 Q3	$177M	Buy	3,873,022 +1,117,194	+41%	+$41.1M	0.04%	235
2024 Q2	$82.3M	Sell	2,755,828 -1,504,137	-35%	-$52.6M	0.02%	287
2024 Q1	$117M	Hold	4,259,965	–	–	0.03%	277
2023 Q4	$93.3M	Hold	4,259,965	–	–	0.02%	286
2023 Q3	$110M	Buy	4,259,965 +257,000	+6%	+$6.75M	0.03%	266
2023 Q2	$102M	Buy	4,002,965 +3,686,252	+1,164%	+$79.6M	0.03%	279
2023 Q1	$7.65M	Buy	316,713 +75,126	+31%	+$2.35M	﹤0.01%	401
2022 Q4	$6.93M	Sell	241,587 -433,413	-64%	-$12.3M	﹤0.01%	407
2022 Q3	$19.9M	Sell	675,000 -25,000	-4%	-$1.17M	0.01%	363
2022 Q2	$38.5M	Hold	700,000	–	–	0.01%	349
2022 Q1	$48.5M	Sell	700,000 -187,100	-21%	-$13.4M	0.01%	367
2021 Q4	$78.9M	Buy	887,100 +39,000	+5%	+$3.32M	0.02%	341
2021 Q3	$66.1M	Buy	848,100 +517,200	+156%	+$35.4M	0.02%	341
2021 Q2	$22.8M	Hold	330,900	–	–	0.01%	407
2021 Q1	$22.8M	Hold	330,900	–	–	0.01%	394
2020 Q4	$23.9M	Sell	330,900 -192,999	-37%	-$12.3M	0.01%	374
2020 Q3	$27.7M	Sell	523,899 -262,701	-33%	-$14.8M	0.01%	357
2020 Q2	$41.1M	Sell	786,600 -87,400	-10%	-$4.09M	0.01%	334
2020 Q1	$32.8M	Hold	874,000	–	–	0.01%	314
2019 Q4	$46.2M	Hold	874,000	–	–	0.01%	326
2019 Q3	$42.5M	Hold	874,000	–	–	0.01%	335
2019 Q2	$42M	Buy	874,000 +254,000	+41%	+$12.3M	0.01%	329
2019 Q1	$31.6M	Hold	620,000	–	–	0.01%	357
2018 Q4	$28.4M	Hold	620,000	–	–	0.01%	349
2018 Q3	$34.5M	Hold	620,000	–	–	0.01%	368
2018 Q2	$29.2M	Hold	620,000	–	–	0.01%	378
2018 Q1	$24.2M	Hold	620,000	–	–	0.01%	383
2017 Q4	$21.2M	Hold	620,000	–	–	0.01%	370
2017 Q3	$23.3M	Hold	620,000	–	–	0.01%	370
2017 Q2	$22.2M	Sell	620,000 -191,000	-24%	-$6.69M	0.01%	380
2017 Q1	$27.4M	Hold	811,000	–	–	0.01%	371
2016 Q4	$25.6M	Hold	811,000	–	–	0.01%	375
2016 Q3	$22.5M	Hold	811,000	–	–	0.01%	368
2016 Q2	$19.4M	Hold	811,000	–	–	0.01%	366
2016 Q1	$17.8M	Hold	811,000	–	–	0.01%	382
2015 Q4	$15.3M	Hold	811,000	–	–	0.01%	388
2015 Q3	$12.2M	Hold	811,000	–	–	﹤0.01%	403
2015 Q2	$16.1M	Hold	811,000	–	–	0.01%	398
2015 Q1	$21.6M	Hold	811,000	–	–	0.01%	396
2014 Q4	$22.4M	Hold	811,000	–	–	0.01%	389
2014 Q3	$22M	Hold	811,000	–	–	0.01%	383
2014 Q2	$21.2M	Hold	811,000	–	–	0.01%	384
2014 Q1	$20.6M	Hold	811,000	–	–	0.01%	374
2013 Q4	$20.5M	Hold	811,000	–	–	0.01%	380
2013 Q3	$24.3M	Hold	811,000	–	–	0.01%	387
2013 Q2	$28.4M	Buy	+811,000	New	+$27.7M	0.01%	365

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Capital Research Global Investors's SMTC Position: Q1 2026 in Review

Capital Research Global Investors reduced its Semtech (SMTC) stake by 7.8% in Q1 2026, selling an estimated $28.8M and leaving 4,152,082 shares worth $319M. The position accounts for 0.05% of the portfolio, ranked #207.

Capital Research Global Investors first reported a position in SMTC in Q2 2013 and has held it in 52 quarters since. The position peaked at $335M in Q3 2025. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

Capital Research Global Investors held 4,152,082 shares of Semtech worth $319M as of Q1 2026.
Capital Research Global Investors sold 350,638 Semtech shares in Q1 2026, an estimated $28.8M.
Semtech made up 0.05% of Capital Research Global Investors's portfolio in Q1 2026, its #207 holding.
Capital Research Global Investors first reported a position in Semtech in Q2 2013 and has held it in 52 quarters since.
Capital Research Global Investors's Semtech position peaked at $335M in Q3 2025.
437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.