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
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 $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jain Global's SMTC Position: Q1 2026 in Review

Jain Global reduced its Semtech (SMTC) stake by 32% in Q1 2026, selling an estimated $2.55M and leaving 67,336 shares worth $5.18M. The position accounts for 0.02% of the portfolio, ranked #483.

Jain Global first reported a position in SMTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.9M in Q3 2025. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Jain Global held 67,336 shares of Semtech worth $5.18M as of Q1 2026.
  • Jain Global sold 31,063 Semtech shares in Q1 2026, an estimated $2.55M.
  • Semtech made up 0.02% of Jain Global's portfolio in Q1 2026, its #483 holding.
  • Jain Global first reported a position in Semtech in Q4 2024 and has held it in 6 quarters since.
  • Jain Global's Semtech position peaked at $11.9M in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Jain Global's 13F filing for Q1 2026, filed 15 May 2026.