FORA Capital’s Semtech SMTC Stock Holding History

FORA Capital’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	$10.4M	Buy	+64,439	New	+$8.42M	0.72%	42
2023 Q1	–	Sell	-24,129	Closed	-$692K	–	680
2022 Q4	$692K	Buy	24,129 +16,910	+234%	+$480K	0.11%	218
2022 Q3	$212K	Buy	+7,219	New	+$338K	0.04%	379
2021 Q4	–	Sell	-3,046	Closed	-$237K	–	449
2021 Q3	$237K	Buy	3,046 +1,305	+75%	+$89.4K	0.06%	314
2021 Q2	$120K	Buy	+1,741	New	+$115K	0.02%	559
2020 Q4	–	Sell	-1,621	Closed	-$86K	–	1120
2020 Q3	$86K	Buy	+1,621	New	+$91.1K	0.06%	331
2020 Q2	–	Sell	-1,253	Closed	-$47K	–	1276
2020 Q1	$47K	Buy	+1,253	New	+$56.7K	0.01%	783

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

FORA Capital's SMTC Position: Q2 2026 in Review

FORA Capital opened a new position in Semtech (SMTC) in Q2 2026: 64,439 shares worth $10.4M. The stake represents 0.72% of the portfolio and ranks #42 among its holdings. This is a return to the name: FORA Capital previously reported a position in SMTC as recently as Q4 2022.

FORA Capital first reported a position in SMTC in Q1 2020 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

FORA Capital held 64,439 shares of Semtech worth $10.4M as of Q2 2026.
Semtech was a new FORA Capital position in Q2 2026.
Semtech made up 0.72% of FORA Capital's portfolio in Q2 2026, its #42 holding.
FORA Capital first reported a position in Semtech in Q1 2020 and has held it in 7 quarters since.
577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.