Jacobs Levy Equity Management’s Semtech SMTC Stock Holding History

Jacobs Levy Equity Management’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	$8.08M	Buy	+49,936	New	+$6.53M	0.03%	348
2025 Q3	–	Sell	-80,807	Closed	-$3.65M	–	1107
2025 Q2	$3.65M	Sell	80,807 -263,310	-77%	-$9.37M	0.01%	512
2025 Q1	$11.8M	Sell	344,117 -38,440	-10%	-$1.9M	0.05%	308
2024 Q4	$23.7M	Buy	382,557 +22,551	+6%	+$1.19M	0.08%	204
2024 Q3	$16.4M	Sell	360,006 -22,764	-6%	-$838K	0.06%	259
2024 Q2	$11.4M	Buy	+382,770	New	+$13.4M	0.05%	313
2024 Q1	–	Sell	-13,887	Closed	-$304K	–	1046
2023 Q4	$304K	Buy	+13,887	New	+$258K	﹤0.01%	886
2023 Q2	–	Sell	-765,298	Closed	-$18.5M	–	1071
2023 Q1	$18.5M	Sell	765,298 -37,870	-5%	-$1.18M	0.11%	202
2022 Q4	$23M	Buy	803,168 +431,571	+116%	+$12.2M	0.16%	167
2022 Q3	$10.9M	Buy	+371,597	New	+$17.4M	0.09%	245
2017 Q4	–	Sell	-7,940	Closed	-$298K	–	1063
2017 Q3	$298K	Sell	7,940 -4,040	-34%	-$151K	0.01%	792
2017 Q2	$428K	Buy	+11,980	New	+$420K	0.01%	721
2014 Q4	–	Sell	-120,200	Closed	-$3.26M	–	898
2014 Q3	$3.26M	Buy	+120,200	New	+$3.02M	0.05%	306

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

Jacobs Levy Equity Management's SMTC Position: Q2 2026 in Review

Jacobs Levy Equity Management opened a new position in Semtech (SMTC) in Q2 2026: 49,936 shares worth $8.08M. The stake represents 0.03% of the portfolio and ranks #348 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in SMTC as recently as Q2 2025.

Jacobs Levy Equity Management first reported a position in SMTC in Q3 2014 and has held it in 13 quarters since. The position peaked at $23.7M in Q4 2024. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Jacobs Levy Equity Management held 49,936 shares of Semtech worth $8.08M as of Q2 2026.
Semtech was a new Jacobs Levy Equity Management position in Q2 2026.
Semtech made up 0.03% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #348 holding.
Jacobs Levy Equity Management first reported a position in Semtech in Q3 2014 and has held it in 13 quarters since.
Jacobs Levy Equity Management's Semtech position peaked at $23.7M in Q4 2024.
577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

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