FCM
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Fieldview Capital Management’s Semtech SMTC Stock Holding History

Fieldview 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 		$787K Buy
+4,863
New +$636K 0.22% 130
2025
Q4 		– Sell
-7,887
Closed -$564K – 639
2025
Q3 		$564K Buy
+7,887
New +$428K 0.09% 244
2025
Q2 		– Sell
-24,904
Closed -$857K – 501
2025
Q1 		$857K Buy
+24,904
New +$1.23M 0.12% 214

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 $3.37T AUM 44.26% 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

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

Fieldview Capital Management opened a new position in Semtech (SMTC) in Q2 2026: 4,863 shares worth $787K. The stake represents 0.22% of the portfolio and ranks #130 among its holdings. This is a return to the name: Fieldview Capital Management previously reported a position in SMTC as recently as Q3 2025.

Fieldview Capital Management first reported a position in SMTC in Q1 2025 and has held it in 3 quarters since. The position peaked at $857K in Q1 2025. 576 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Fieldview Capital Management held 4,863 shares of Semtech worth $787K as of Q2 2026.
  • Semtech was a new Fieldview Capital Management position in Q2 2026.
  • Semtech made up 0.22% of Fieldview Capital Management's portfolio in Q2 2026, its #130 holding.
  • Fieldview Capital Management first reported a position in Semtech in Q1 2025 and has held it in 3 quarters since.
  • Fieldview Capital Management's Semtech position peaked at $857K in Q1 2025.
  • 576 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

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