CloudAlpha Capital Management’s Semtech SMTC Stock Holding History

CloudAlpha 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
2026 Q3	$93.4M	Buy	+523,437	New	+$74.2M	2.06%	16

Other funds holding SMTC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

CloudAlpha Capital Management's SMTC Position: Q3 2026 in Review

CloudAlpha Capital Management opened a new position in Semtech (SMTC) in Q3 2026: 523,437 shares worth $93.4M. The stake represents 2.06% of the portfolio and ranks #16 among its holdings.

253 funds tracked by Wall St. Rank hold SMTC as of Q3 2026.

CloudAlpha Capital Management held 523,437 shares of Semtech worth $93.4M as of Q3 2026.
Semtech was a new CloudAlpha Capital Management position in Q3 2026.
Semtech made up 2.06% of CloudAlpha Capital Management's portfolio in Q3 2026, its #16 holding.
253 funds tracked by Wall St. Rank held Semtech as of Q3 2026.

Based on CloudAlpha Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.