LP
SMTC icon

LMR Partners’s Semtech SMTC Stock Holding History

LMR Partners’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 		$5.18M Sell
31,976
-297,145
-90% -$38.8M 0.02% 635
2026
Q1 		$25.3M Sell
329,121
-57,689
-15% -$4.74M 0.06% 179
2025
Q4 		$28.5M Buy
386,810
+376,810
+3,768% +$26.7M 0.05% 157
2025
Q3 		$715K Sell
10,000
-415,000
-98% -$22.5M ﹤0.01% 1027
2025
Q2 		$19.2M Buy
425,000
+175,000
+70% +$6.23M 0.14% 157
2025
Q1 		$8.6M Buy
250,000
+237,463
+1,894% +$11.7M 0.08% 279
2024
Q4 		$775K Buy
+12,537
New +$662K 0.01% 767

Other funds holding SMTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMR Partners's SMTC Position: Q2 2026 in Review

LMR Partners reduced its Semtech (SMTC) stake by 90% in Q2 2026, selling an estimated $38.8M and leaving 31,976 shares worth $5.18M. The position accounts for 0.02% of the portfolio, ranked #635.

LMR Partners first reported a position in SMTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.5M in Q4 2025. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • LMR Partners held 31,976 shares of Semtech worth $5.18M as of Q2 2026.
  • LMR Partners sold 297,145 Semtech shares in Q2 2026, an estimated $38.8M.
  • Semtech made up 0.02% of LMR Partners's portfolio in Q2 2026, its #635 holding.
  • LMR Partners first reported a position in Semtech in Q4 2024 and has held it in 7 quarters since.
  • LMR Partners's Semtech position peaked at $28.5M in Q4 2025.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.