EAM Investors’s Semtech SMTC Stock Holding History

EAM Investors’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	$10.2M	Buy	+63,295	New	+$8.27M	0.91%	10
2025 Q1	–	Sell	-96,104	Closed	-$5.94M	–	355
2024 Q4	$5.94M	Sell	96,104 -2,212	-2%	-$117K	0.84%	9
2024 Q3	$4.49M	Buy	+98,316	New	+$3.62M	0.67%	46
2021 Q1	–	Sell	-35,381	Closed	-$2.55M	–	433
2020 Q4	$2.55M	Buy	+35,381	New	+$2.26M	0.42%	59
2019 Q1	–	Sell	-25,452	Closed	-$1.17M	–	312
2018 Q4	$1.17M	Sell	25,452 -24,179	-49%	-$1.15M	0.32%	152
2018 Q3	$2.76M	Sell	49,631 -19,678	-28%	-$1.03M	0.41%	120
2018 Q2	$3.26M	Buy	+69,309	New	+$3.11M	0.51%	71
2017 Q4	–	Sell	-46,504	Closed	-$1.75M	–	342
2017 Q3	$1.75M	Sell	46,504 -14,051	-23%	-$524K	0.23%	216
2017 Q2	$2.17M	Sell	60,555 -29,298	-33%	-$1.03M	0.36%	146
2017 Q1	$3.04M	Sell	89,853 -5,858	-6%	-$197K	0.48%	73
2016 Q4	$3.02M	Buy	+95,711	New	+$2.68M	0.4%	101
2013 Q3	–	Sell	-29,680	Closed	-$1.04M	–	357
2013 Q2	$1.04M	Buy	+29,680	New	+$1.01M	0.23%	212

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

EAM Investors's SMTC Position: Q2 2026 in Review

EAM Investors opened a new position in Semtech (SMTC) in Q2 2026: 63,295 shares worth $10.2M. The stake represents 0.91% of the portfolio and ranks #10 among its holdings. This is a return to the name: EAM Investors previously reported a position in SMTC as recently as Q4 2024.

EAM Investors first reported a position in SMTC in Q2 2013 and has held it in 12 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

EAM Investors held 63,295 shares of Semtech worth $10.2M as of Q2 2026.
Semtech was a new EAM Investors position in Q2 2026.
Semtech made up 0.91% of EAM Investors's portfolio in Q2 2026, its #10 holding.
EAM Investors first reported a position in Semtech in Q2 2013 and has held it in 12 quarters since.
577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on EAM Investors's 13F filing for Q2 2026, filed 13 Aug 2026.