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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fred Alger Management's SMTC Position: Q1 2026 in Review

Fred Alger Management reduced its Semtech (SMTC) stake by 61% in Q1 2026, selling an estimated $43.1M and leaving 335,608 shares worth $25.8M. The position accounts for 0.11% of the portfolio, ranked #90.

Fred Alger Management first reported a position in SMTC in Q2 2013 and has held it in 14 quarters since. The position peaked at $92.3M in Q4 2024. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Fred Alger Management held 335,608 shares of Semtech worth $25.8M as of Q1 2026.
  • Fred Alger Management sold 524,247 Semtech shares in Q1 2026, an estimated $43.1M.
  • Semtech made up 0.11% of Fred Alger Management's portfolio in Q1 2026, its #90 holding.
  • Fred Alger Management first reported a position in Semtech in Q2 2013 and has held it in 14 quarters since.
  • Fred Alger Management's Semtech position peaked at $92.3M in Q4 2024.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Fred Alger Management's 13F filing for Q1 2026, filed 15 May 2026.