JG
SMTC icon

Jain Global’s Semtech SMTC Stock Holding History

Jain Global’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 		$16.2M Buy
100,396
+33,060
+49% +$4.32M 0.06% 274
2026
Q1 		$5.18M Sell
67,336
-31,063
-32% -$2.55M 0.02% 483
2025
Q4 		$7.25M Sell
98,399
-68,102
-41% -$4.83M 0.04% 381
2025
Q3 		$11.9M Sell
166,501
-44,491
-21% -$2.42M 0.06% 206
2025
Q2 		$9.52M Buy
210,992
+71,783
+52% +$2.55M 0.07% 224
2025
Q1 		$4.79M Buy
139,209
+2,515
+2% +$124K 0.06% 234
2024
Q4 		$8.45M Buy
+136,694
New +$7.22M 0.25% 86

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

Jain Global's SMTC Position: Q2 2026 in Review

Jain Global increased its Semtech (SMTC) stake by 49% in Q2 2026, buying an estimated $4.32M and bringing the position to 100,396 shares worth $16.2M. The position accounts for 0.06% of the portfolio, ranked #274.

Jain Global first reported a position in SMTC in Q4 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Jain Global held 100,396 shares of Semtech worth $16.2M as of Q2 2026.
  • Jain Global bought 33,060 Semtech shares in Q2 2026, an estimated $4.32M.
  • Semtech made up 0.06% of Jain Global's portfolio in Q2 2026, its #274 holding.
  • Jain Global first reported a position in Semtech in Q4 2024 and has held it in 7 quarters since.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.