Janus Henderson Group
SMTC icon

Janus Henderson Group’s Semtech SMTC Stock Holding History

Janus Henderson Group’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 		$4.72M Buy
61,443
+5,699
+10% +$469K ﹤0.01% 978
2025
Q4 		$4.11M Buy
55,744
+17,459
+46% +$1.24M ﹤0.01% 1006
2025
Q3 		$2.73M Hold
38,285
– – ﹤0.01% 1183
2025
Q2 		$1.73M Hold
38,285
– – ﹤0.01% 1357
2025
Q1 		$1.34M Sell
38,285
-5,000
-12% -$247K ﹤0.01% 1478
2024
Q4 		$2.68M Buy
43,285
+12,300
+40% +$649K ﹤0.01% 1166
2024
Q3 		$1.41M Hold
30,985
– – ﹤0.01% 1482
2024
Q2 		$925K Sell
30,985
-329
-1% -$11.5K ﹤0.01% 1665
2024
Q1 		$861K Buy
31,314
+2
+0% +$43 ﹤0.01% 1720
2023
Q4 		$686K Sell
31,312
-49
-0.2% -$909 ﹤0.01% 1846
2023
Q3 		$808K Buy
31,361
+2
+0% +$53 ﹤0.01% 1663
2023
Q2 		$799K Sell
31,359
-34
-0.1% -$734 ﹤0.01% 1718
2023
Q1 		$758K Buy
31,393
+22,142
+239% +$692K ﹤0.01% 1782
2022
Q4 		$265K Hold
9,251
– – ﹤0.01% 2030
2022
Q3 		$272K Sell
9,251
-1,879
-17% -$88K ﹤0.01% 2259
2022
Q2 		$612K Sell
11,130
-24
-0.2% -$1.45K ﹤0.01% 1624
2022
Q1 		$773K Sell
11,154
-2,040
-15% -$146K ﹤0.01% 1643
2021
Q4 		$1.17M Buy
13,194
+6,633
+101% +$565K ﹤0.01% 1443
2021
Q3 		$512K Buy
+6,561
New +$449K ﹤0.01% 1607

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

Janus Henderson Group's SMTC Position: Q1 2026 in Review

Janus Henderson Group increased its Semtech (SMTC) stake by 10% in Q1 2026, buying an estimated $469K and bringing the position to 61,443 shares worth $4.72M. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Janus Henderson Group first reported a position in SMTC in Q3 2021 and has held it in 19 quarters since. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Janus Henderson Group held 61,443 shares of Semtech worth $4.72M as of Q1 2026.
  • Janus Henderson Group bought 5,699 Semtech shares in Q1 2026, an estimated $469K.
  • Semtech made up ﹤0.01% of Janus Henderson Group's portfolio in Q1 2026, its #978 holding.
  • Janus Henderson Group first reported a position in Semtech in Q3 2021 and has held it in 19 quarters since.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.