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Gilder Gagnon Howe & Co’s Semtech SMTC Stock Holding History

Gilder Gagnon Howe & Co’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 		$2.12M Sell
27,631
-5,840
-17% -$480K 0.03% 195
2025
Q4 		$2.47M Buy
+33,471
New +$2.37M 0.03% 186

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

Gilder Gagnon Howe & Co's SMTC Position: Q1 2026 in Review

Gilder Gagnon Howe & Co reduced its Semtech (SMTC) stake by 17% in Q1 2026, selling an estimated $480K and leaving 27,631 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #195.

Gilder Gagnon Howe & Co first reported a position in SMTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.47M in Q4 2025. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Gilder Gagnon Howe & Co held 27,631 shares of Semtech worth $2.12M as of Q1 2026.
  • Gilder Gagnon Howe & Co sold 5,840 Semtech shares in Q1 2026, an estimated $480K.
  • Semtech made up 0.03% of Gilder Gagnon Howe & Co's portfolio in Q1 2026, its #195 holding.
  • Gilder Gagnon Howe & Co first reported a position in Semtech in Q4 2025 and has held it in 2 quarters since.
  • Gilder Gagnon Howe & Co's Semtech position peaked at $2.47M in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Gilder Gagnon Howe & Co's 13F filing for Q1 2026, filed 15 May 2026.