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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Cookson Peirce & Co's SMTC Position: Q2 2026 in Review

Cookson Peirce & Co increased its Semtech (SMTC) stake by 14% in Q2 2026, buying an estimated $222K and bringing the position to 14,058 shares worth $2.28M. The position accounts for 0.08% of the portfolio, ranked #127.

Cookson Peirce & Co first reported a position in SMTC in Q1 2026 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Cookson Peirce & Co held 14,058 shares of Semtech worth $2.28M as of Q2 2026.
Cookson Peirce & Co bought 1,700 Semtech shares in Q2 2026, an estimated $222K.
Semtech made up 0.08% of Cookson Peirce & Co's portfolio in Q2 2026, its #127 holding.
Cookson Peirce & Co first reported a position in Semtech in Q1 2026 and has held it in 2 quarters since.
574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.