Driehaus Capital Management’s Semtech SMTC Stock Holding History

Driehaus Capital Management’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 Q1	$48.3M	Sell	628,456 -302,849	-33%	-$24.9M	0.36%	100
2025 Q4	$68.6M	Buy	931,305 +484,269	+108%	+$34.4M	0.47%	66
2025 Q3	$31.9M	Buy	+447,036	New	+$24.3M	0.23%	147
2025 Q1	–	Sell	-2,032,316	Closed	-$126M	–	455
2024 Q4	$126M	Sell	2,032,316 -152,657	-7%	-$8.06M	1.04%	11
2024 Q3	$99.8M	Buy	2,184,973 +732,657	+50%	+$27M	0.86%	21
2024 Q2	$43.4M	Buy	+1,452,316	New	+$50.8M	0.42%	73
2018 Q4	–	Sell	-59,152	Closed	-$3.29M	–	511
2018 Q3	$3.29M	Buy	59,152 +5,161	+10%	+$270K	0.1%	230
2018 Q2	$2.54M	Buy	+53,991	New	+$2.42M	0.09%	243

Other funds holding SMTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Driehaus Capital Management's SMTC Position: Q1 2026 in Review

Driehaus Capital Management reduced its Semtech (SMTC) stake by 33% in Q1 2026, selling an estimated $24.9M and leaving 628,456 shares worth $48.3M. The position accounts for 0.36% of the portfolio, ranked #100.

Driehaus Capital Management first reported a position in SMTC in Q2 2018 and has held it in 8 quarters since. The position peaked at $126M in Q4 2024. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

Driehaus Capital Management held 628,456 shares of Semtech worth $48.3M as of Q1 2026.
Driehaus Capital Management sold 302,849 Semtech shares in Q1 2026, an estimated $24.9M.
Semtech made up 0.36% of Driehaus Capital Management's portfolio in Q1 2026, its #100 holding.
Driehaus Capital Management first reported a position in Semtech in Q2 2018 and has held it in 8 quarters since.
Driehaus Capital Management's Semtech position peaked at $126M in Q4 2024.
437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Driehaus Capital Management's 13F filing for Q1 2026, filed 15 May 2026.