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 Q1	–	Sell	-8,000	Closed	-$590K	–	6332
2025 Q4	$590K	Sell	8,000 -1,800	-18%	-$128K	﹤0.01%	4840
2025 Q3	$700K	Sell	9,800 -900	-8%	-$48.9K	﹤0.01%	4867
2025 Q2	$483K	Sell	10,700 -17,700	-62%	-$630K	﹤0.01%	4940
2025 Q1	$977K	Buy	28,400 +22,600	+390%	+$1.11M	﹤0.01%	4358
2024 Q4	$359K	Buy	+5,800	New	+$306K	﹤0.01%	4971
2014 Q4	–	Sell	-12,300	Closed	-$334K	–	4242
2014 Q3	$334K	Buy	+12,300	New	+$309K	﹤0.01%	3009

Other funds holding SMTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 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.