Kilter Group’s Semtech SMTC Stock Holding History

Kilter 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 Q2	$7.12K	Buy	44 +19	+76%	+$2.48K	﹤0.01%	574
2026 Q1	$1.92K	Hold	25	–	–	﹤0.01%	968
2025 Q4	$1.84K	Hold	25	–	–	﹤0.01%	822
2025 Q3	$1.79K	Buy	+25	New	+$1.36K	﹤0.01%	697

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 $3.38T AUM 44.17% 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

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

Kilter Group's SMTC Position: Q2 2026 in Review

Kilter Group increased its Semtech (SMTC) stake by 76% in Q2 2026, buying an estimated $2.48K and bringing the position to 44 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Kilter Group first reported a position in SMTC in Q3 2025 and has held it in 4 quarters since. 581 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Kilter Group held 44 shares of Semtech worth $7.12K as of Q2 2026.
Kilter Group bought 19 Semtech shares in Q2 2026, an estimated $2.48K.
Semtech made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #574 holding.
Kilter Group first reported a position in Semtech in Q3 2025 and has held it in 4 quarters since.
581 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.