Kayne Anderson Rudnick Investment Management
SMTC icon

Kayne Anderson Rudnick Investment Management’s Semtech SMTC Stock Holding History

Kayne Anderson Rudnick Investment 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 		$1.64M Sell
10,147
-4,347
-30% -$568K 0.01% 359
2026
Q1 		$1.11M Buy
14,494
+3,428
+31% +$282K ﹤0.01% 376
2025
Q4 		$815K Buy
11,066
+4,421
+67% +$314K ﹤0.01% 412
2025
Q3 		$475K Buy
6,645
+2,009
+43% +$109K ﹤0.01% 446
2025
Q2 		$209K Buy
4,636
+495
+12% +$17.6K ﹤0.01% 498
2025
Q1 		$142K Buy
4,141
+3,300
+392% +$163K ﹤0.01% 510
2024
Q4 		$52K Buy
+841
New +$44.4K ﹤0.01% 547

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

Kayne Anderson Rudnick Investment Management's SMTC Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Semtech (SMTC) stake by 30% in Q2 2026, selling an estimated $568K and leaving 10,147 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #359.

Kayne Anderson Rudnick Investment Management first reported a position in SMTC in Q4 2024 and has held it in 7 quarters since. 575 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 10,147 shares of Semtech worth $1.64M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 4,347 Semtech shares in Q2 2026, an estimated $568K.
  • Semtech made up 0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #359 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Semtech in Q4 2024 and has held it in 7 quarters since.
  • 575 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.