Cookson Peirce & Co
SMTC icon

Cookson Peirce & Co’s Semtech SMTC Stock Holding History

Cookson Peirce & Co’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 		$2.66M Buy
14,937
+879
+6% +$125K 0.1% 103
2026
Q2 		$2.28M Buy
14,058
+1,700
+14% +$222K 0.08% 127
2026
Q1 		$950K Buy
+12,358
New +$1.02M 0.04% 190

Other funds holding SMTC

Assenagon Asset Management
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
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Cookson Peirce & Co's SMTC Position: Q3 2026 in Review

Cookson Peirce & Co increased its Semtech (SMTC) stake by 6.3% in Q3 2026, buying an estimated $125K and bringing the position to 14,937 shares worth $2.66M. The position accounts for 0.1% of the portfolio, ranked #103.

Cookson Peirce & Co first reported a position in SMTC in Q1 2026 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold SMTC as of Q3 2026.

  • Cookson Peirce & Co held 14,937 shares of Semtech worth $2.66M as of Q3 2026.
  • Cookson Peirce & Co bought 879 Semtech shares in Q3 2026, an estimated $125K.
  • Semtech made up 0.1% of Cookson Peirce & Co's portfolio in Q3 2026, its #103 holding.
  • Cookson Peirce & Co first reported a position in Semtech in Q1 2026 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held Semtech as of Q3 2026.

Based on Cookson Peirce & Co's 13F filing for Q3 2026, filed 30 Oct 2026.