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Hussman Strategic Advisors’s Semtech SMTC Stock Holding History

Hussman Strategic Advisors’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
2025
Q2 		– Sell
-73,500
Closed -$2.53M – 287
2025
Q1 		$2.53M Buy
+73,500
New +$3.63M 0.61% 50
2023
Q3 		– Sell
-62,000
Closed -$1.58M – 320
2023
Q2 		$1.58M Hold
62,000
– – 0.29% 156
2023
Q1 		$1.5M Buy
+62,000
New +$1.94M 0.23% 173
2013
Q3 		– Sell
-130,000
Closed -$4.55M – 237
2013
Q2 		$4.55M Buy
+130,000
New +$4.44M 0.21% 123

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Hussman Strategic Advisors's SMTC Position: Q2 2025 in Review

Hussman Strategic Advisors sold out of Semtech (SMTC) in Q2 2025, closing a stake of 73,500 shares — an estimated $2.53M sold.

Hussman Strategic Advisors first reported a position in SMTC in Q2 2013 and held it in 4 quarters. The position peaked at $4.55M in Q2 2013. 315 funds tracked by Wall St. Rank hold SMTC as of Q2 2025.

  • Hussman Strategic Advisors reported no remaining Semtech position as of Q2 2025 after selling out during the quarter.
  • Hussman Strategic Advisors sold 73,500 Semtech shares in Q2 2025, an estimated $2.53M.
  • Hussman Strategic Advisors first reported a position in Semtech in Q2 2013 and held it in 4 quarters.
  • Hussman Strategic Advisors's Semtech position peaked at $4.55M in Q2 2013.
  • 315 funds tracked by Wall St. Rank held Semtech as of Q2 2025.

Based on Hussman Strategic Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.