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Duquesne Family Office’s Semtech SMTC Stock Holding History

Duquesne Family Office’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
2025
Q4 		– Sell
-301,515
Closed -$21.5M – 83
2025
Q3 		$21.5M Buy
+301,515
New +$16.4M 0.53% 47

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Duquesne Family Office's SMTC Position: Q4 2025 in Review

Duquesne Family Office sold out of Semtech (SMTC) in Q4 2025, closing a stake of 301,515 shares — an estimated $21.5M sold.

Duquesne Family Office first reported a position in SMTC in Q3 2025 and held it in 1 quarter. The position peaked at $21.5M in Q3 2025. 402 funds tracked by Wall St. Rank hold SMTC as of Q4 2025.

  • Duquesne Family Office reported no remaining Semtech position as of Q4 2025 after selling out during the quarter.
  • Duquesne Family Office sold 301,515 Semtech shares in Q4 2025, an estimated $21.5M.
  • Duquesne Family Office first reported a position in Semtech in Q3 2025 and held it in 1 quarter.
  • Duquesne Family Office's Semtech position peaked at $21.5M in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Semtech as of Q4 2025.

Based on Duquesne Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.