J. Goldman & Co’s Semtech SMTC Stock Holding History

J. Goldman & Co’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	$1.07M	Buy	+6,588	New	+$861K	0.03%	444
2026 Q1	–	Sell	-4,226	Closed	-$311K	–	864
2025 Q4	$311K	Sell	4,226 -9,874	-70%	-$701K	0.01%	492
2025 Q3	$1.01M	Buy	+14,100	New	+$765K	0.03%	333
2025 Q2	–	Sell	-324,921	Closed	-$11.2M	–	627
2025 Q1	$11.2M	Buy	+324,921	New	+$16M	0.28%	117
2024 Q2	–	Sell	-12,047	Closed	-$331K	–	574
2024 Q1	$331K	Buy	+12,047	New	+$257K	0.01%	348
2021 Q4	–	Sell	-24,013	Closed	-$1.87M	–	431
2021 Q3	$1.87M	Sell	24,013 -254,312	-91%	-$17.4M	0.09%	194
2021 Q2	$19.1M	Buy	+278,325	New	+$18.4M	0.74%	30
2015 Q2	–	Sell	-51,000	Closed	-$1.36M	–	311
2015 Q1	$1.36M	Buy	+51,000	New	+$1.39M	0.08%	209

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

J. Goldman & Co's SMTC Position: Q2 2026 in Review

J. Goldman & Co opened a new position in Semtech (SMTC) in Q2 2026: 6,588 shares worth $1.07M. The stake represents 0.03% of the portfolio and ranks #444 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in SMTC as recently as Q4 2025.

J. Goldman & Co first reported a position in SMTC in Q1 2015 and has held it in 8 quarters since. The position peaked at $19.1M in Q2 2021. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

J. Goldman & Co held 6,588 shares of Semtech worth $1.07M as of Q2 2026.
Semtech was a new J. Goldman & Co position in Q2 2026.
Semtech made up 0.03% of J. Goldman & Co's portfolio in Q2 2026, its #444 holding.
J. Goldman & Co first reported a position in Semtech in Q1 2015 and has held it in 8 quarters since.
J. Goldman & Co's Semtech position peaked at $19.1M in Q2 2021.
577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.