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 Q2	$67.9M	Sell	419,633 -208,823	-33%	-$27.3M	0.39%	84
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 $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

Driehaus Capital Management's SMTC Position: Q2 2026 in Review

Driehaus Capital Management reduced its Semtech (SMTC) stake by 33% in Q2 2026, selling an estimated $27.3M and leaving 419,633 shares worth $67.9M. The position accounts for 0.39% of the portfolio, ranked #84.

Driehaus Capital Management first reported a position in SMTC in Q2 2018 and has held it in 9 quarters since. The position peaked at $126M in Q4 2024. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Driehaus Capital Management held 419,633 shares of Semtech worth $67.9M as of Q2 2026.
Driehaus Capital Management sold 208,823 Semtech shares in Q2 2026, an estimated $27.3M.
Semtech made up 0.39% of Driehaus Capital Management's portfolio in Q2 2026, its #84 holding.
Driehaus Capital Management first reported a position in Semtech in Q2 2018 and has held it in 9 quarters since.
Driehaus Capital Management's Semtech position peaked at $126M in Q4 2024.
577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Driehaus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.