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Legato Capital Management’s Semtech SMTC Stock Holding History

Legato 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
Q1 		$2.83M Sell
36,852
-1,983
-5% -$163K 0.26% 107
2025
Q4 		$2.86M Buy
38,835
+12,759
+49% +$905K 0.25% 93
2025
Q3 		$1.86M Buy
26,076
+11,390
+78% +$618K 0.2% 149
2025
Q2 		$663K Hold
14,686
– – 0.08% 385
2025
Q1 		$505K Sell
14,686
-3,574
-20% -$176K 0.07% 423
2024
Q4 		$1.13M Buy
18,260
+5,215
+40% +$275K 0.15% 260
2024
Q3 		$596K Buy
+13,045
New +$480K 0.07% 415
2024
Q1 		– Sell
-9,160
Closed -$201K – 612
2023
Q4 		$201K Buy
+9,160
New +$170K 0.03% 531
2023
Q3 		– Sell
-31,857
Closed -$811K – 633
2023
Q2 		$811K Hold
31,857
– – 0.11% 304
2023
Q1 		$769K Buy
31,857
+6,725
+27% +$210K 0.14% 250
2022
Q4 		$721K Buy
+25,132
New +$713K 0.14% 256
2018
Q1 		– Sell
-18,814
Closed -$643K – 204
2017
Q4 		$643K Hold
18,814
– – 0.09% 183
2017
Q3 		$706K Hold
18,814
– – 0.11% 176
2017
Q2 		$673K Buy
18,814
+16,914
+890% +$593K 0.29% 94
2017
Q1 		$64K Hold
1,900
– – 0.08% 50
2016
Q4 		$59.9K Buy
+1,900
New +$53.2K 1.08% 40

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Legato Capital Management's SMTC Position: Q1 2026 in Review

Legato Capital Management reduced its Semtech (SMTC) stake by 5.1% in Q1 2026, selling an estimated $163K and leaving 36,852 shares worth $2.83M. The position accounts for 0.26% of the portfolio, ranked #107.

Legato Capital Management first reported a position in SMTC in Q4 2016 and has held it in 16 quarters since. The position peaked at $2.86M in Q4 2025. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Legato Capital Management held 36,852 shares of Semtech worth $2.83M as of Q1 2026.
  • Legato Capital Management sold 1,983 Semtech shares in Q1 2026, an estimated $163K.
  • Semtech made up 0.26% of Legato Capital Management's portfolio in Q1 2026, its #107 holding.
  • Legato Capital Management first reported a position in Semtech in Q4 2016 and has held it in 16 quarters since.
  • Legato Capital Management's Semtech position peaked at $2.86M in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.