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 Q2	$6.28M	Buy	38,796 +1,944	+5%	+$254K	0.52%	28
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 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

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

Legato Capital Management increased its Semtech (SMTC) stake by 5.3% in Q2 2026, buying an estimated $254K and bringing the position to 38,796 shares worth $6.28M. The position accounts for 0.52% of the portfolio, ranked #28.

Legato Capital Management first reported a position in SMTC in Q4 2016 and has held it in 17 quarters since. 576 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Legato Capital Management held 38,796 shares of Semtech worth $6.28M as of Q2 2026.
Legato Capital Management bought 1,944 Semtech shares in Q2 2026, an estimated $254K.
Semtech made up 0.52% of Legato Capital Management's portfolio in Q2 2026, its #28 holding.
Legato Capital Management first reported a position in Semtech in Q4 2016 and has held it in 17 quarters since.
576 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.