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InceptionR’s Semtech SMTC Stock Holding History

InceptionR’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 		$494K Buy
+3,051
New +$399K 0.12% 316
2025
Q1 		– Sell
-9,740
Closed -$602K – 812
2024
Q4 		$602K Buy
+9,740
New +$514K 0.13% 289

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

InceptionR's SMTC Position: Q2 2026 in Review

InceptionR opened a new position in Semtech (SMTC) in Q2 2026: 3,051 shares worth $494K. The stake represents 0.12% of the portfolio and ranks #316 among its holdings. This is a return to the name: InceptionR previously reported a position in SMTC as recently as Q4 2024.

InceptionR first reported a position in SMTC in Q4 2024 and has held it in 2 quarters since. The position peaked at $602K in Q4 2024. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • InceptionR held 3,051 shares of Semtech worth $494K as of Q2 2026.
  • Semtech was a new InceptionR position in Q2 2026.
  • Semtech made up 0.12% of InceptionR's portfolio in Q2 2026, its #316 holding.
  • InceptionR first reported a position in Semtech in Q4 2024 and has held it in 2 quarters since.
  • InceptionR's Semtech position peaked at $602K in Q4 2024.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.