Lisanti Capital Growth’s Semtech SMTC Stock Holding History

Lisanti Capital Growth’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	$5.44M	Buy	33,630 +2,845	+9%	+$372K	1.2%	33
2026 Q1	$2.37M	Sell	30,785 -23,255	-43%	-$1.91M	0.6%	71
2025 Q4	$3.98M	Sell	54,040 -6,400	-11%	-$454K	0.94%	50
2025 Q3	$4.32M	Buy	+60,440	New	+$3.28M	1.06%	47
2025 Q1	–	Sell	-106,630	Closed	-$6.6M	–	155
2024 Q4	$6.6M	Buy	106,630 +2,565	+2%	+$135K	1.59%	11
2024 Q3	$4.75M	Buy	104,065 +39,110	+60%	+$1.44M	1.2%	30
2024 Q2	$1.94M	Buy	+64,955	New	+$2.27M	0.47%	81
2024 Q1	–	Sell	-78,710	Closed	-$1.72M	–	150
2023 Q4	$1.72M	Buy	78,710 +8,500	+12%	+$158K	0.41%	89
2023 Q3	$1.81M	Buy	+70,210	New	+$1.84M	0.29%	104
2021 Q1	–	Sell	-76,845	Closed	-$5.54M	–	168
2020 Q4	$5.54M	Buy	+76,845	New	+$4.91M	0.77%	57

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

Lisanti Capital Growth's SMTC Position: Q2 2026 in Review

Lisanti Capital Growth increased its Semtech (SMTC) stake by 9.2% in Q2 2026, buying an estimated $372K and bringing the position to 33,630 shares worth $5.44M. The position accounts for 1.2% of the portfolio, ranked #33.

Lisanti Capital Growth first reported a position in SMTC in Q4 2020 and has held it in 10 quarters since. The position peaked at $6.6M in Q4 2024. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Lisanti Capital Growth held 33,630 shares of Semtech worth $5.44M as of Q2 2026.
Lisanti Capital Growth bought 2,845 Semtech shares in Q2 2026, an estimated $372K.
Semtech made up 1.2% of Lisanti Capital Growth's portfolio in Q2 2026, its #33 holding.
Lisanti Capital Growth first reported a position in Semtech in Q4 2020 and has held it in 10 quarters since.
Lisanti Capital Growth's Semtech position peaked at $6.6M in Q4 2024.
577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Lisanti Capital Growth's 13F filing for Q2 2026, filed 10 Aug 2026.