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Israel Englander’s Semtech SMTC Stock Holding History

Israel Englander’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 		$1.23M Buy
7,600
+2,100
+38% +$274K ﹤0.01% 4191
2026
Q1 		$423K Sell
5,500
-23,100
-81% -$1.9M ﹤0.01% 4849
2025
Q4 		$2.11M Sell
28,600
-50,600
-64% -$3.59M ﹤0.01% 3896
2025
Q3 		$5.66M Buy
79,200
+53,000
+202% +$2.88M ﹤0.01% 3010
2025
Q2 		$1.18M Sell
26,200
-7,700
-23% -$274K ﹤0.01% 4285
2025
Q1 		$1.17M Buy
33,900
+28,500
+528% +$1.41M ﹤0.01% 4239
2024
Q4 		$334K Sell
5,400
-900
-14% -$47.5K ﹤0.01% 5013
2024
Q3 		$288K Buy
+6,300
New +$232K ﹤0.01% 5217
2018
Q3 		– Sell
-197,500
Closed -$9.29M – 4244
2018
Q2 		$9.29M Buy
+197,500
New +$8.85M 0.01% 1366
2017
Q4 		– Sell
-20,000
Closed -$751K – 4054
2017
Q3 		$751K Hold
20,000
– – ﹤0.01% 2657
2017
Q2 		$715K Sell
20,000
-30,000
-60% -$1.05M ﹤0.01% 2622
2017
Q1 		$1.69M Hold
50,000
– – ﹤0.01% 2097
2016
Q4 		$1.58M Buy
+50,000
New +$1.4M ﹤0.01% 2018
2014
Q4 		– Sell
-8,800
Closed -$239K – 4241
2014
Q3 		$239K Buy
+8,800
New +$221K ﹤0.01% 3270

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

Israel Englander's SMTC Position: Q2 2026 in Review

Israel Englander reduced its Semtech (SMTC) stake by 42% in Q2 2026, selling an estimated $108M and leaving 1,141,594 shares worth $185M. The position accounts for 0.07% of the portfolio, ranked #269.

Israel Englander first reported a position in SMTC in Q2 2013 and has held it in 50 quarters since. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Israel Englander held 1,141,594 shares of Semtech worth $185M as of Q2 2026.
  • Israel Englander sold 824,088 Semtech shares in Q2 2026, an estimated $108M.
  • Semtech made up 0.07% of Israel Englander's portfolio in Q2 2026, its #269 holding.
  • Israel Englander first reported a position in Semtech in Q2 2013 and has held it in 50 quarters since.
  • 574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

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