MG
SMTC icon

Marex Group’s Semtech SMTC Stock Holding History

Marex 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 		$966K Buy
5,967
+2,081
+54% +$272K ﹤0.01% 511
2026
Q1 		$299K Buy
+3,886
New +$320K ﹤0.01% 775
2025
Q3 		– Sell
-4,508
Closed -$203K – 993
2025
Q2 		$203K Buy
+4,508
New +$160K ﹤0.01% 526

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

Marex Group's SMTC Position: Q2 2026 in Review

Marex Group increased its Semtech (SMTC) stake by 54% in Q2 2026, buying an estimated $272K and bringing the position to 5,967 shares worth $966K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Marex Group first reported a position in SMTC in Q2 2025 and has held it in 3 quarters since. 575 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Marex Group held 5,967 shares of Semtech worth $966K as of Q2 2026.
  • Marex Group bought 2,081 Semtech shares in Q2 2026, an estimated $272K.
  • Semtech made up ﹤0.01% of Marex Group's portfolio in Q2 2026, its #511 holding.
  • Marex Group first reported a position in Semtech in Q2 2025 and has held it in 3 quarters since.
  • 575 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

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