Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Semtech SMTC Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$4.74M Buy
29,288
+18,317
+167% +$2.39M 0.01% 751
2026
Q1 		$844K Buy
+10,971
New +$902K ﹤0.01% 1191
2025
Q4 		– Sell
-120,840
Closed -$8.63M – 1762
2025
Q3 		$8.63M Sell
120,840
-61,698
-34% -$3.35M 0.03% 448
2025
Q2 		$8.24M Buy
182,538
+133,882
+275% +$4.76M 0.03% 445
2025
Q1 		$1.67M Buy
+48,656
New +$2.4M 0.01% 781
2024
Q4 		– Sell
-29,265
Closed -$1.34M – 1621
2024
Q3 		$1.34M Sell
29,265
-144,062
-83% -$5.3M 0.01% 790
2024
Q2 		$5.18M Buy
173,327
+47,464
+38% +$1.66M 0.02% 419
2024
Q1 		$3.46M Sell
125,863
-67,266
-35% -$1.44M 0.01% 515
2023
Q4 		$4.23M Buy
193,129
+62,591
+48% +$1.16M 0.02% 470
2023
Q3 		$3.36M Buy
130,538
+42,080
+48% +$1.11M 0.02% 489
2023
Q2 		$2.25M Sell
88,458
-127,871
-59% -$2.76M 0.01% 581
2023
Q1 		$5.22M Sell
216,329
-33,145
-13% -$1.04M 0.03% 360
2022
Q4 		$7.16M Buy
+249,474
New +$7.08M 0.04% 281
2022
Q1 		– Sell
-5,044
Closed -$449K – 1198
2021
Q4 		$449K Buy
+5,044
New +$429K ﹤0.01% 820
2019
Q3 		– Sell
-11,600
Closed -$557K – 1076
2019
Q2 		$557K Buy
+11,600
New +$563K ﹤0.01% 700
2017
Q3 		– Sell
-7,050
Closed -$252K – 907
2017
Q2 		$252K Buy
+7,050
New +$247K ﹤0.01% 700
2016
Q2 		– Sell
-10,800
Closed -$237K – 925
2016
Q1 		$237K Sell
10,800
-2,000
-16% -$38.5K ﹤0.01% 691
2015
Q4 		$242K Buy
+12,800
New +$234K ﹤0.01% 668
2014
Q3 		– Sell
-13,400
Closed -$373K – 575
2014
Q2 		$373K Buy
13,400
+3,700
+38% +$93.1K ﹤0.01% 426
2014
Q1 		$271K Buy
+9,700
New +$236K ﹤0.01% 586

Other funds holding SMTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s SMTC Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Semtech (SMTC) stake by 167% in Q2 2026, buying an estimated $2.39M and bringing the position to 29,288 shares worth $4.74M. The position accounts for 0.01% of the portfolio, ranked #751.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SMTC in Q1 2014 and has held it in 20 quarters since. The position peaked at $8.63M in Q3 2025. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 29,288 shares of Semtech worth $4.74M as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) bought 18,317 Semtech shares in Q2 2026, an estimated $2.39M.
  • Semtech made up 0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #751 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Semtech in Q1 2014 and has held it in 20 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Semtech position peaked at $8.63M in Q3 2025.
  • 574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.