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Granahan Investment Management’s Semtech SMTC Stock Holding History

Granahan Investment 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
Q2 		– Sell
-370,642
Closed -$28.5M – 164
2026
Q1 		$28.5M Sell
370,642
-47,585
-11% -$3.91M 1.38% 20
2025
Q4 		$30.8M Sell
418,227
-223,265
-35% -$15.8M 1.32% 25
2025
Q3 		$45.8M Sell
641,492
-350,084
-35% -$19M 1.88% 14
2025
Q2 		$44.8M Buy
991,576
+36,655
+4% +$1.3M 1.82% 14
2025
Q1 		$32.8M Buy
954,921
+496,846
+108% +$24.5M 1.64% 16
2024
Q4 		$28.3M Buy
458,075
+255,583
+126% +$13.5M 1.18% 24
2024
Q3 		$9.25M Buy
202,492
+85,153
+73% +$3.13M 0.36% 85
2024
Q2 		$3.51M Sell
117,339
-265,870
-69% -$9.3M 0.14% 145
2024
Q1 		$10.5M Buy
+383,209
New +$8.19M 0.37% 80

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

Granahan Investment Management's SMTC Position: Q2 2026 in Review

Granahan Investment Management sold out of Semtech (SMTC) in Q2 2026, closing a stake of 370,642 shares — an estimated $28.5M sold.

Granahan Investment Management first reported a position in SMTC in Q1 2024 and held it in 9 quarters. The position peaked at $45.8M in Q3 2025. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Granahan Investment Management reported no remaining Semtech position as of Q2 2026 after selling out during the quarter.
  • Granahan Investment Management sold 370,642 Semtech shares in Q2 2026, an estimated $28.5M.
  • Granahan Investment Management first reported a position in Semtech in Q1 2024 and held it in 9 quarters.
  • Granahan Investment Management's Semtech position peaked at $45.8M in Q3 2025.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Granahan Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.