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Cloud Capital Management’s Semtech SMTC Stock Holding History

Cloud 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
2025
Q4 		– Sell
-4
Closed – – 1277
2025
Q3 		$0 Buy
+4
New +$217 ﹤0.01% 1464

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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Cloud Capital Management's SMTC Position: Q4 2025 in Review

Cloud Capital Management sold out of Semtech (SMTC) in Q4 2025, closing a stake of 4 shares.

Cloud Capital Management first reported a position in SMTC in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 402 funds tracked by Wall St. Rank hold SMTC as of Q4 2025.

  • Cloud Capital Management reported no remaining Semtech position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 4 Semtech shares in Q4 2025.
  • Cloud Capital Management first reported a position in Semtech in Q3 2025 and held it in 1 quarter.
  • Cloud Capital Management's Semtech position peaked at $0 in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Semtech as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.