HRCM
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Hood River Capital Management’s Semtech SMTC Stock Holding History

Hood River Capital 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 		$364M Sell
2,250,382
-37,147
-2% -$4.86M 2.64% 6
2026
Q1 		$176M Buy
2,287,529
+51,305
+2% +$4.22M 1.76% 11
2025
Q4 		$165M Buy
2,236,224
+39,561
+2% +$2.81M 1.81% 8
2025
Q3 		$157M Sell
2,196,663
-47,968
-2% -$2.6M 1.85% 8
2025
Q2 		$101M Buy
2,244,631
+594,529
+36% +$21.2M 1.41% 14
2025
Q1 		$56.8M Sell
1,650,102
-1,799,940
-52% -$88.8M 0.97% 42
2024
Q4 		$213M Buy
3,450,042
+59,743
+2% +$3.15M 3.15% 2
2024
Q3 		$155M Buy
+3,390,299
New +$125M 2.5% 4

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hood River Capital Management's SMTC Position: Q2 2026 in Review

Hood River Capital Management reduced its Semtech (SMTC) stake by 1.6% in Q2 2026, selling an estimated $4.86M and leaving 2,250,382 shares worth $364M. The position accounts for 2.64% of the portfolio, ranked #6.

Hood River Capital Management first reported a position in SMTC in Q3 2024 and has held it in 8 quarters since. 576 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Hood River Capital Management held 2,250,382 shares of Semtech worth $364M as of Q2 2026.
  • Hood River Capital Management sold 37,147 Semtech shares in Q2 2026, an estimated $4.86M.
  • Semtech made up 2.64% of Hood River Capital Management's portfolio in Q2 2026, its #6 holding.
  • Hood River Capital Management first reported a position in Semtech in Q3 2024 and has held it in 8 quarters since.
  • 576 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Hood River Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.