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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
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 $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

Granahan Investment Management's SMTC Position: Q1 2026 in Review

Granahan Investment Management reduced its Semtech (SMTC) stake by 11% in Q1 2026, selling an estimated $3.91M and leaving 370,642 shares worth $28.5M. The position accounts for 1.38% of the portfolio, ranked #20.

Granahan Investment Management first reported a position in SMTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $45.8M in Q3 2025. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Granahan Investment Management held 370,642 shares of Semtech worth $28.5M as of Q1 2026.
  • Granahan Investment Management sold 47,585 Semtech shares in Q1 2026, an estimated $3.91M.
  • Semtech made up 1.38% of Granahan Investment Management's portfolio in Q1 2026, its #20 holding.
  • Granahan Investment Management first reported a position in Semtech in Q1 2024 and has held it in 9 quarters since.
  • Granahan Investment Management's Semtech position peaked at $45.8M in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Granahan Investment Management's 13F filing for Q1 2026, filed 15 May 2026.