Daiwa Securities Group
SMTC icon

Daiwa Securities Group’s Semtech SMTC Stock Holding History

Daiwa Securities Group’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 		$226K Buy
1,395
+200
+17% +$26.1K ﹤0.01% 1073
2026
Q1 		$91.9K Hold
1,195
– – ﹤0.01% 1071
2025
Q4 		$88K Buy
1,195
+600
+101% +$42.6K ﹤0.01% 1052
2025
Q3 		$43K Buy
+595
New +$32.3K ﹤0.01% 1106
2025
Q2 		– Sell
-32,000
Closed -$1.1M – 1341
2025
Q1 		$1.1M Sell
32,000
-26,360
-45% -$1.3M ﹤0.01% 713
2024
Q4 		$3.61M Buy
+58,360
New +$3.08M 0.02% 455

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

Daiwa Securities Group's SMTC Position: Q2 2026 in Review

Daiwa Securities Group increased its Semtech (SMTC) stake by 17% in Q2 2026, buying an estimated $26.1K and bringing the position to 1,395 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Daiwa Securities Group first reported a position in SMTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.61M in Q4 2024. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Daiwa Securities Group held 1,395 shares of Semtech worth $226K as of Q2 2026.
  • Daiwa Securities Group bought 200 Semtech shares in Q2 2026, an estimated $26.1K.
  • Semtech made up ﹤0.01% of Daiwa Securities Group's portfolio in Q2 2026, its #1073 holding.
  • Daiwa Securities Group first reported a position in Semtech in Q4 2024 and has held it in 6 quarters since.
  • Daiwa Securities Group's Semtech position peaked at $3.61M in Q4 2024.
  • 574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Daiwa Securities Group's 13F filing for Q2 2026, filed 31 Jul 2026.