KAS
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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
Q2 		$124K Sell
768
-958
-56% -$125K 0.02% 135
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 $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

Kemnay Advisory Services's SMTC Position: Q2 2026 in Review

Kemnay Advisory Services reduced its Semtech (SMTC) stake by 56% in Q2 2026, selling an estimated $125K and leaving 768 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #135.

Kemnay Advisory Services first reported a position in SMTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $133K in Q1 2026. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Kemnay Advisory Services held 768 shares of Semtech worth $124K as of Q2 2026.
  • Kemnay Advisory Services sold 958 Semtech shares in Q2 2026, an estimated $125K.
  • Semtech made up 0.02% of Kemnay Advisory Services's portfolio in Q2 2026, its #135 holding.
  • Kemnay Advisory Services first reported a position in Semtech in Q4 2025 and has held it in 3 quarters since.
  • Kemnay Advisory Services's Semtech position peaked at $133K in Q1 2026.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.