HRCM
SMTC icon

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
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 $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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Hood River Capital Management's SMTC Position: Q1 2026 in Review

Hood River Capital Management increased its Semtech (SMTC) stake by 2.3% in Q1 2026, buying an estimated $4.22M and bringing the position to 2,287,529 shares worth $176M. The position accounts for 1.76% of the portfolio, ranked #11.

Hood River Capital Management first reported a position in SMTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $213M in Q4 2024. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Hood River Capital Management held 2,287,529 shares of Semtech worth $176M as of Q1 2026.
  • Hood River Capital Management bought 51,305 Semtech shares in Q1 2026, an estimated $4.22M.
  • Semtech made up 1.76% of Hood River Capital Management's portfolio in Q1 2026, its #11 holding.
  • Hood River Capital Management first reported a position in Semtech in Q3 2024 and has held it in 7 quarters since.
  • Hood River Capital Management's Semtech position peaked at $213M in Q4 2024.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Hood River Capital Management's 13F filing for Q1 2026, filed 15 May 2026.