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Kemnay Advisory Services’s Semtech SMTC Stock Holding History

Kemnay Advisory Services’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 		$133K Buy
1,726
+1,434
+491% +$118K 0.02% 66
2025
Q4 		$21.5K Buy
+292
New +$20.7K ﹤0.01% 524

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

Kemnay Advisory Services's SMTC Position: Q1 2026 in Review

Kemnay Advisory Services increased its Semtech (SMTC) stake by 491% in Q1 2026, buying an estimated $118K and bringing the position to 1,726 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #66.

Kemnay Advisory Services first reported a position in SMTC in Q4 2025 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Kemnay Advisory Services held 1,726 shares of Semtech worth $133K as of Q1 2026.
  • Kemnay Advisory Services bought 1,434 Semtech shares in Q1 2026, an estimated $118K.
  • Semtech made up 0.02% of Kemnay Advisory Services's portfolio in Q1 2026, its #66 holding.
  • Kemnay Advisory Services first reported a position in Semtech in Q4 2025 and has held it in 2 quarters since.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.