GAMMA Investing
SMTC icon

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
Q3 		$1.08M Buy
6,045
+1,142
+23% +$162K 0.04% 398
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
MJPCFAI
Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $166M AUM 78.97% 1-Year Est. Return
Blue Jean Financial
Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GAMMA Investing's SMTC Position: Q3 2026 in Review

GAMMA Investing increased its Semtech (SMTC) stake by 23% in Q3 2026, buying an estimated $162K and bringing the position to 6,045 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #398.

GAMMA Investing first reported a position in SMTC in Q4 2023 and has held it in 12 quarters since. 71 funds tracked by Wall St. Rank hold SMTC as of Q3 2026.

  • GAMMA Investing held 6,045 shares of Semtech worth $1.08M as of Q3 2026.
  • GAMMA Investing bought 1,142 Semtech shares in Q3 2026, an estimated $162K.
  • Semtech made up 0.04% of GAMMA Investing's portfolio in Q3 2026, its #398 holding.
  • GAMMA Investing first reported a position in Semtech in Q4 2023 and has held it in 12 quarters since.
  • 71 funds tracked by Wall St. Rank held Semtech as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.