GI
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GAMMA Investing’s Semtech SMTC Stock Holding History

GAMMA Investing’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 		$794K Sell
4,903
-175
-3% -$22.9K 0.03% 477
2026
Q1 		$390K Buy
5,078
+434
+9% +$35.7K 0.02% 695
2025
Q4 		$342K Buy
4,644
+541
+13% +$38.4K 0.02% 699
2025
Q3 		$293K Buy
4,103
+296
+8% +$16.1K 0.02% 732
2025
Q2 		$172K Buy
3,807
+791
+26% +$28.1K 0.01% 1021
2025
Q1 		$104K Sell
3,016
-150
-5% -$7.4K 0.01% 1228
2024
Q4 		$196K Buy
3,166
+421
+15% +$22.2K 0.02% 701
2024
Q3 		$125K Buy
2,745
+1,185
+76% +$43.6K 0.01% 861
2024
Q2 		$46.6K Sell
1,560
-134
-8% -$4.69K 0.01% 1247
2024
Q1 		$46.6K Buy
1,694
+773
+84% +$16.5K 0.01% 1089
2023
Q4 		$18.3K Buy
+921
New +$17.1K ﹤0.01% 1564

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

GAMMA Investing's SMTC Position: Q2 2026 in Review

GAMMA Investing reduced its Semtech (SMTC) stake by 3.4% in Q2 2026, selling an estimated $22.9K and leaving 4,903 shares worth $794K. The position accounts for 0.03% of the portfolio, ranked #477.

GAMMA Investing first reported a position in SMTC in Q4 2023 and has held it in 11 quarters since. 575 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • GAMMA Investing held 4,903 shares of Semtech worth $794K as of Q2 2026.
  • GAMMA Investing sold 175 Semtech shares in Q2 2026, an estimated $22.9K.
  • Semtech made up 0.03% of GAMMA Investing's portfolio in Q2 2026, its #477 holding.
  • GAMMA Investing first reported a position in Semtech in Q4 2023 and has held it in 11 quarters since.
  • 575 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.