DigitalBridge Group’s Semtech SMTC Stock Holding History

DigitalBridge 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	$58.5M	Sell	361,212 -199,899	-36%	-$26.1M	3.5%	10
2026 Q1	$43.1M	Buy	+561,111	New	+$46.1M	2.72%	18

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

DigitalBridge Group's SMTC Position: Q2 2026 in Review

DigitalBridge Group reduced its Semtech (SMTC) stake by 36% in Q2 2026, selling an estimated $26.1M and leaving 361,212 shares worth $58.5M. The position accounts for 3.5% of the portfolio, ranked #10.

DigitalBridge Group 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.

DigitalBridge Group held 361,212 shares of Semtech worth $58.5M as of Q2 2026.
DigitalBridge Group sold 199,899 Semtech shares in Q2 2026, an estimated $26.1M.
Semtech made up 3.5% of DigitalBridge Group's portfolio in Q2 2026, its #10 holding.
DigitalBridge Group 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 DigitalBridge Group's 13F filing for Q2 2026, filed 14 Aug 2026.