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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
2024
Q2 		– Sell
-105,100
Closed -$2.89M – 573
2024
Q1 		$2.89M Buy
+105,100
New +$2.25M 0.09% 188

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

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.