Man Group
SMTC icon

Man Group’s Semtech SMTC Stock Holding History

Man Group’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 		$15.5M Sell
95,639
-39,644
-29% -$5.18M 0.02% 593
2026
Q1 		$10.4M Buy
135,283
+35,662
+36% +$2.93M 0.02% 806
2025
Q4 		$7.34M Sell
99,621
-72,942
-42% -$5.18M 0.01% 923
2025
Q3 		$12.3M Sell
172,563
-406,701
-70% -$22.1M 0.02% 696
2025
Q2 		$26.1M Buy
579,264
+317,315
+121% +$11.3M 0.05% 410
2025
Q1 		$9.01M Buy
261,949
+183,076
+232% +$9.03M 0.02% 769
2024
Q4 		$4.88M Buy
+78,873
New +$4.16M 0.01% 1022
2024
Q1 		– Sell
-10,000
Closed -$219K – 2267
2023
Q4 		$219K Buy
+10,000
New +$186K ﹤0.01% 1900
2023
Q1 		– Sell
-226,077
Closed -$7.07M – 1028
2022
Q4 		$6.49M Buy
226,077
+7,645
+3% +$217K 0.02% 738
2022
Q3 		$6.42M Buy
+218,432
New +$10.2M 0.03% 643
2022
Q2 		– Sell
-93,203
Closed -$5.62M – 635
2022
Q1 		$6.46M Buy
93,203
+35,121
+60% +$2.52M 0.02% 784
2021
Q4 		$5.17M Sell
58,082
-8,709
-13% -$741K 0.02% 865
2021
Q3 		$5.21M Sell
66,791
-1,279
-2% -$87.6K 0.02% 817
2021
Q2 		$4.68M Sell
68,070
-24,793
-27% -$1.64M 0.02% 916
2021
Q1 		$6.41M Sell
92,863
-40,067
-30% -$2.94M 0.03% 590
2020
Q4 		$9.58M Sell
132,930
-6,765
-5% -$432K 0.04% 468
2020
Q3 		$7.4M Buy
139,695
+40,202
+40% +$2.26M 0.03% 612
2020
Q2 		$5.2M Buy
99,493
+55,985
+129% +$2.62M 0.03% 640
2020
Q1 		$1.63M Sell
43,508
-89,643
-67% -$4.05M 0.01% 968
2019
Q4 		$7.04M Buy
133,151
+44,710
+51% +$2.24M 0.02% 856
2019
Q3 		$4.3M Buy
88,441
+56,960
+181% +$2.7M 0.02% 948
2019
Q2 		$1.51M Sell
31,481
-18,892
-38% -$918K 0.01% 1400
2019
Q1 		$2.56M Buy
50,373
+20,485
+69% +$1.06M 0.01% 1227
2018
Q4 		$1.37M Sell
29,888
-39,516
-57% -$1.88M 0.01% 1361
2018
Q3 		$3.86M Buy
+69,404
New +$3.63M 0.01% 1133

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

Man Group's SMTC Position: Q2 2026 in Review

Man Group reduced its Semtech (SMTC) stake by 29% in Q2 2026, selling an estimated $5.18M and leaving 95,639 shares worth $15.5M. The position accounts for 0.02% of the portfolio, ranked #593.

Man Group first reported a position in SMTC in Q3 2018 and has held it in 25 quarters since. The position peaked at $26.1M in Q2 2025. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Man Group held 95,639 shares of Semtech worth $15.5M as of Q2 2026.
  • Man Group sold 39,644 Semtech shares in Q2 2026, an estimated $5.18M.
  • Semtech made up 0.02% of Man Group's portfolio in Q2 2026, its #593 holding.
  • Man Group first reported a position in Semtech in Q3 2018 and has held it in 25 quarters since.
  • Man Group's Semtech position peaked at $26.1M in Q2 2025.
  • 574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Man Group's 13F filing for Q2 2026, filed 14 Aug 2026.