Fortitude Family Office’s Semtech SMTC Stock Holding History

Fortitude 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
2026 Q2	$5.02K	Buy	31 +11	+55%	+$1.44K	﹤0.01%	1071
2026 Q1	$1.54K	Hold	20	–	–	﹤0.01%	1373
2025 Q4	$1.47K	Sell	20 -2	-9%	-$142	﹤0.01%	1299
2025 Q3	$1.57K	Hold	22	–	–	﹤0.01%	1357
2025 Q2	$993	Buy	+22	New	+$783	﹤0.01%	1512

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

Fortitude Family Office's SMTC Position: Q2 2026 in Review

Fortitude Family Office increased its Semtech (SMTC) stake by 55% in Q2 2026, buying an estimated $1.44K and bringing the position to 31 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Fortitude Family Office first reported a position in SMTC in Q2 2025 and has held it in 5 quarters since. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Fortitude Family Office held 31 shares of Semtech worth $5.02K as of Q2 2026.
Fortitude Family Office bought 11 Semtech shares in Q2 2026, an estimated $1.44K.
Semtech made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1071 holding.
Fortitude Family Office first reported a position in Semtech in Q2 2025 and has held it in 5 quarters since.
574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.