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	$8.09M	Buy	+50,000	New	+$6.54M	0.03%	425

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

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.