D.E. Shaw & Co
SMTC icon

D.E. Shaw & Co’s Semtech SMTC Stock Holding History

D.E. Shaw & 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 		$1.62M Sell
10,000
-1,400
-12% -$183K ﹤0.01% 3379
2026
Q1 		$877K Hold
11,400
– – ﹤0.01% 3526
2025
Q4 		$840K Buy
+11,400
New +$809K ﹤0.01% 3642
2024
Q4 		– Sell
-16,200
Closed -$740K – 4838
2024
Q3 		$740K Buy
+16,200
New +$596K ﹤0.01% 3475
2014
Q4 		– Sell
-11,100
Closed -$301K – 4231
2014
Q3 		$301K Buy
+11,100
New +$279K ﹤0.01% 3689
2013
Q4 		– Sell
-15,200
Closed -$456K – 4686
2013
Q3 		$456K Sell
15,200
-20,500
-57% -$646K ﹤0.01% 3642
2013
Q2 		$1.25M Buy
+35,700
New +$1.22M ﹤0.01% 2526

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

D.E. Shaw & Co's SMTC Position: Q2 2026 in Review

D.E. Shaw & Co opened a new position in Semtech (SMTC) in Q2 2026: 272,363 shares worth $44.1M. The stake represents 0.02% of the portfolio and ranks #822 among its holdings. This is a return to the name: D.E. Shaw & Co previously reported a position in SMTC as recently as Q4 2025.

D.E. Shaw & Co first reported a position in SMTC in Q2 2013 and has held it in 48 quarters since. The position peaked at $49M in Q4 2022. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • D.E. Shaw & Co held 272,363 shares of Semtech worth $44.1M as of Q2 2026.
  • Semtech was a new D.E. Shaw & Co position in Q2 2026.
  • Semtech made up 0.02% of D.E. Shaw & Co's portfolio in Q2 2026, its #822 holding.
  • D.E. Shaw & Co first reported a position in Semtech in Q2 2013 and has held it in 48 quarters since.
  • D.E. Shaw & Co's Semtech position peaked at $49M in Q4 2022.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.