Landscape Capital Management’s Semtech SMTC Stock Holding History

Landscape Capital Management’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	–	Sell	-12,486	Closed	-$960K	–	892
2026 Q1	$960K	Sell	12,486 -22,382	-64%	-$1.84M	0.06%	394
2025 Q4	$2.57M	Buy	34,868 +7,247	+26%	+$514K	0.17%	182
2025 Q3	$1.97M	Sell	27,621 -7,799	-22%	-$423K	0.13%	244
2025 Q2	$1.6M	Buy	35,420 +10,933	+45%	+$389K	0.13%	241
2025 Q1	$842K	Buy	+24,487	New	+$1.21M	0.08%	328
2023 Q2	–	Sell	-8,644	Closed	-$209K	–	700
2023 Q1	$209K	Buy	+8,644	New	+$270K	0.03%	429
2018 Q1	–	Sell	-9,513	Closed	-$325K	–	653
2017 Q4	$325K	Buy	+9,513	New	+$356K	0.03%	469
2016 Q1	–	Sell	-12,780	Closed	-$242K	–	788
2015 Q4	$242K	Buy	+12,780	New	+$234K	0.03%	765

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

Landscape Capital Management's SMTC Position: Q2 2026 in Review

Landscape Capital Management sold out of Semtech (SMTC) in Q2 2026, closing a stake of 12,486 shares — an estimated $960K sold.

Landscape Capital Management first reported a position in SMTC in Q4 2015 and held it in 8 quarters. The position peaked at $2.57M in Q4 2025. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Landscape Capital Management reported no remaining Semtech position as of Q2 2026 after selling out during the quarter.
Landscape Capital Management sold 12,486 Semtech shares in Q2 2026, an estimated $960K.
Landscape Capital Management first reported a position in Semtech in Q4 2015 and held it in 8 quarters.
Landscape Capital Management's Semtech position peaked at $2.57M in Q4 2025.
574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Landscape Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.