Kornitzer Capital Management’s Semtech SMTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.16M | Buy |
+54,115
| New | +$4.45M | 0.09% | 209 |
|
|
2022
Q3 | – | Sell |
-241,141
| Closed | -$13.3M | – | 513 |
|
|
2022
Q2 | $13.3M | Buy |
+241,141
| New | +$14.5M | 0.27% | 123 |
|
|
2020
Q2 | – | Sell |
-45,418
| Closed | -$1.7M | – | 522 |
|
|
2020
Q1 | $1.7M | Sell |
45,418
-84,773
| -65% | -$3.83M | 0.04% | 328 |
|
|
2019
Q4 | $6.89M | Sell |
130,191
-10,937
| -8% | -$548K | 0.12% | 224 |
|
|
2019
Q3 | $6.86M | Buy |
141,128
+44,615
| +46% | +$2.12M | 0.12% | 221 |
|
|
2019
Q2 | $4.64M | Sell |
96,513
-164,170
| -63% | -$7.97M | 0.08% | 256 |
|
|
2019
Q1 | $13.3M | Sell |
260,683
-69,517
| -21% | -$3.59M | 0.24% | 138 |
|
|
2018
Q4 | $15.1M | Sell |
330,200
-176,210
| -35% | -$8.39M | 0.3% | 115 |
|
|
2018
Q3 | $28.2M | Sell |
506,410
-190,405
| -27% | -$9.96M | 0.45% | 80 |
|
|
2018
Q2 | $32.8M | Sell |
696,815
-4,490
| -0.6% | -$201K | 0.55% | 60 |
|
|
2018
Q1 | $27.4M | Buy |
701,305
+34,365
| +5% | +$1.24M | 0.47% | 76 |
|
|
2017
Q4 | $22.8M | Buy |
666,940
+396,920
| +147% | +$14.9M | 0.39% | 87 |
|
|
2017
Q3 | $10.1M | Buy |
270,020
+70,020
| +35% | +$2.61M | 0.18% | 174 |
|
|
2017
Q2 | $7.15M | Buy |
+200,000
| New | +$7.01M | 0.13% | 219 |
|
|
2017
Q1 | – | Sell |
-83,454
| Closed | -$2.63M | – | 481 |
|
|
2016
Q4 | $2.63M | Sell |
83,454
-136,430
| -62% | -$3.82M | 0.05% | 289 |
|
|
2016
Q3 | $6.1M | Sell |
219,884
-221,305
| -50% | -$5.7M | 0.11% | 233 |
|
|
2016
Q2 | $10.5M | Hold |
441,189
| – | – | 0.19% | 171 |
|
|
2016
Q1 | $9.7M | Buy |
441,189
+37,995
| +9% | +$732K | 0.17% | 194 |
|
|
2015
Q4 | $7.63M | Buy |
403,194
+203,355
| +102% | +$3.72M | 0.12% | 224 |
|
|
2015
Q3 | $3.02M | Sell |
199,839
-731,537
| -79% | -$12.6M | 0.05% | 283 |
|
|
2015
Q2 | $18.5M | Sell |
931,376
-788,425
| -46% | -$18.4M | 0.25% | 138 |
|
|
2015
Q1 | $45.8M | Sell |
1,719,801
-585
| -0% | -$16K | 0.55% | 64 |
|
|
2014
Q4 | $47.4M | Buy |
1,720,386
+69,167
| +4% | +$1.77M | 0.55% | 63 |
|
|
2014
Q3 | $44.8M | Sell |
1,651,219
-210,870
| -11% | -$5.31M | 0.51% | 68 |
|
|
2014
Q2 | $48.7M | Sell |
1,862,089
-845,519
| -31% | -$21.3M | 0.52% | 65 |
|
|
2014
Q1 | $68.6M | Sell |
2,707,608
-115,200
| -4% | -$2.81M | 0.73% | 40 |
|
|
2013
Q4 | $71.4M | Buy |
2,822,808
+15,625
| +0.6% | +$461K | 0.76% | 36 |
|
|
2013
Q3 | $84.2M | Buy |
2,807,183
+44,864
| +2% | +$1.41M | 0.98% | 23 |
|
|
2013
Q2 | $96.8M | Buy |
+2,762,319
| New | +$94.4M | 1.27% | 14 |
|
Other funds holding SMTC
VPM
VCM
HRCM
Kornitzer Capital Management's SMTC Position: Q1 2026 in Review
Kornitzer Capital Management opened a new position in Semtech (SMTC) in Q1 2026: 54,115 shares worth $4.16M. The stake represents 0.09% of the portfolio and ranks #209 among its holdings. This is a return to the name: Kornitzer Capital Management previously reported a position in SMTC as recently as Q2 2022.
Kornitzer Capital Management first reported a position in SMTC in Q2 2013 and has held it in 29 quarters since. The position peaked at $96.8M in Q2 2013. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.
- Kornitzer Capital Management held 54,115 shares of Semtech worth $4.16M as of Q1 2026.
- Semtech was a new Kornitzer Capital Management position in Q1 2026.
- Semtech made up 0.09% of Kornitzer Capital Management's portfolio in Q1 2026, its #209 holding.
- Kornitzer Capital Management first reported a position in Semtech in Q2 2013 and has held it in 29 quarters since.
- Kornitzer Capital Management's Semtech position peaked at $96.8M in Q2 2013.
- 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.
Based on Kornitzer Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.