KR Capital LP’s Semtech SMTC Stock Holding History

KR Capital LP’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	$5.23M	Buy	32,321 +13,471	+71%	+$1.76M	0.52%	56
2026 Q1	$1.45M	Buy	+18,850	New	+$1.55M	0.29%	48

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 $3.37T AUM 44.26% 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

HRCM

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

KR Capital LP's SMTC Position: Q2 2026 in Review

KR Capital LP increased its Semtech (SMTC) stake by 71% in Q2 2026, buying an estimated $1.76M and bringing the position to 32,321 shares worth $5.23M. The position accounts for 0.52% of the portfolio, ranked #56.

KR Capital LP first reported a position in SMTC in Q1 2026 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

KR Capital LP held 32,321 shares of Semtech worth $5.23M as of Q2 2026.
KR Capital LP bought 13,471 Semtech shares in Q2 2026, an estimated $1.76M.
Semtech made up 0.52% of KR Capital LP's portfolio in Q2 2026, its #56 holding.
KR Capital LP first reported a position in Semtech in Q1 2026 and has held it in 2 quarters since.
574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on KR Capital LP's 13F filing for Q2 2026, filed 14 Aug 2026.