EI
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EFG International’s Semtech SMTC Stock Holding History

EFG International’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 		$7.52M Sell
46,451
-18,837
-29% -$2.46M 0.14% 118
2026
Q1 		$5.02M Sell
65,288
-23,413
-26% -$1.93M 0.11% 177
2025
Q4 		$6.54M Buy
+88,701
New +$6.29M 0.13% 137

Other funds holding SMTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EFG International's SMTC Position: Q2 2026 in Review

EFG International reduced its Semtech (SMTC) stake by 29% in Q2 2026, selling an estimated $2.46M and leaving 46,451 shares worth $7.52M. The position accounts for 0.14% of the portfolio, ranked #118.

EFG International first reported a position in SMTC in Q4 2025 and has held it in 3 quarters since. 579 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • EFG International held 46,451 shares of Semtech worth $7.52M as of Q2 2026.
  • EFG International sold 18,837 Semtech shares in Q2 2026, an estimated $2.46M.
  • Semtech made up 0.14% of EFG International's portfolio in Q2 2026, its #118 holding.
  • EFG International first reported a position in Semtech in Q4 2025 and has held it in 3 quarters since.
  • 579 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.