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Fred Alger Management’s Semtech SMTC Stock Holding History

Fred Alger 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 		$46.5M Sell
287,075
-48,533
-14% -$6.34M 0.15% 69
2026
Q1 		$25.8M Sell
335,608
-524,247
-61% -$43.1M 0.11% 90
2025
Q4 		$63.4M Buy
859,855
+92,396
+12% +$6.56M 0.25% 54
2025
Q3 		$54.8M Buy
767,459
+241,768
+46% +$13.1M 0.21% 55
2025
Q2 		$23.7M Buy
525,691
+141,857
+37% +$5.05M 0.11% 107
2025
Q1 		$13.2M Sell
383,834
-1,108,010
-74% -$54.7M 0.08% 145
2024
Q4 		$92.3M Buy
1,491,844
+821,671
+123% +$43.4M 0.44% 38
2024
Q3 		$30.6M Buy
670,173
+191,347
+40% +$7.04M 0.15% 106
2024
Q2 		$14.3M Buy
+478,826
New +$16.7M 0.07% 156
2014
Q4 		– Sell
-173,525
Closed -$4.71M – 616
2014
Q3 		$4.71M Sell
173,525
-287,697
-62% -$7.24M 0.02% 346
2014
Q2 		$12.1M Sell
461,222
-135,764
-23% -$3.41M 0.06% 253
2014
Q1 		$15.1M Sell
596,986
-63,501
-10% -$1.55M 0.08% 246
2013
Q4 		$16.7M Buy
660,487
+98,526
+18% +$2.91M 0.09% 238
2013
Q3 		$16.9M Buy
561,961
+67,094
+14% +$2.11M 0.09% 224
2013
Q2 		$17.3M Buy
+494,867
New +$16.9M 0.1% 205

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

Fred Alger Management's SMTC Position: Q2 2026 in Review

Fred Alger Management reduced its Semtech (SMTC) stake by 14% in Q2 2026, selling an estimated $6.34M and leaving 287,075 shares worth $46.5M. The position accounts for 0.15% of the portfolio, ranked #69.

Fred Alger Management first reported a position in SMTC in Q2 2013 and has held it in 15 quarters since. The position peaked at $92.3M in Q4 2024. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Fred Alger Management held 287,075 shares of Semtech worth $46.5M as of Q2 2026.
  • Fred Alger Management sold 48,533 Semtech shares in Q2 2026, an estimated $6.34M.
  • Semtech made up 0.15% of Fred Alger Management's portfolio in Q2 2026, its #69 holding.
  • Fred Alger Management first reported a position in Semtech in Q2 2013 and has held it in 15 quarters since.
  • Fred Alger Management's Semtech position peaked at $92.3M in Q4 2024.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

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