Gavin Baker’s Semtech SMTC Stock Holding History

Gavin Baker’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	$89.2M	Buy	551,214 +9,402	+2%	+$1.23M	0.62%	24
2026 Q1	$41.7M	Sell	541,812 -149,779	-22%	-$12.3M	0.83%	32
2025 Q4	$51M	Buy	691,591 +13,458	+2%	+$955K	0.62%	37
2025 Q3	$48.5M	Buy	678,133 +16,192	+2%	+$879K	0.94%	31
2025 Q2	$29.9M	Buy	+661,941	New	+$23.6M	0.83%	38

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

Gavin Baker's SMTC Position: Q2 2026 in Review

Gavin Baker increased its Semtech (SMTC) stake by 1.7% in Q2 2026, buying an estimated $1.23M and bringing the position to 551,214 shares worth $89.2M. The position accounts for 0.62% of the portfolio, ranked #24.

Gavin Baker 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.

Gavin Baker held 551,214 shares of Semtech worth $89.2M as of Q2 2026.
Gavin Baker bought 9,402 Semtech shares in Q2 2026, an estimated $1.23M.
Semtech made up 0.62% of Gavin Baker's portfolio in Q2 2026, its #24 holding.
Gavin Baker 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 Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.