Mariner
SMTC icon

Mariner’s Semtech SMTC Stock Holding History

Mariner’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
2025
Q4 		– Sell
-3,350
Closed -$239K – 3791
2025
Q3 		$239K Buy
+3,350
New +$182K ﹤0.01% 3009
2025
Q2 		– Sell
-6,456
Closed -$222K – 3667
2025
Q1 		$222K Sell
6,456
-11,680
-64% -$576K ﹤0.01% 2915
2024
Q4 		$1.12M Buy
18,136
+582
+3% +$30.7K ﹤0.01% 1565
2024
Q3 		$802K Buy
17,554
+4,406
+34% +$162K ﹤0.01% 1775
2024
Q2 		$393K Sell
13,148
-24
-0.2% -$839 ﹤0.01% 2239
2024
Q1 		$362K Sell
13,172
-366
-3% -$7.82K ﹤0.01% 2290
2023
Q4 		$297K Sell
13,538
-10
-0.1% -$186 ﹤0.01% 2368
2023
Q3 		$349K Sell
13,548
-160
-1% -$4.2K ﹤0.01% 2023
2023
Q2 		$349K Sell
13,708
-5,698
-29% -$123K ﹤0.01% 2005
2023
Q1 		$471K Sell
19,406
-1,965
-9% -$61.4K ﹤0.01% 1742
2022
Q4 		$613K Buy
+21,371
New +$606K ﹤0.01% 1527

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Mariner's SMTC Position: Q4 2025 in Review

Mariner sold out of Semtech (SMTC) in Q4 2025, closing a stake of 3,350 shares — an estimated $239K sold.

Mariner first reported a position in SMTC in Q4 2022 and held it in 11 quarters. The position peaked at $1.12M in Q4 2024. 402 funds tracked by Wall St. Rank hold SMTC as of Q4 2025.

  • Mariner reported no remaining Semtech position as of Q4 2025 after selling out during the quarter.
  • Mariner sold 3,350 Semtech shares in Q4 2025, an estimated $239K.
  • Mariner first reported a position in Semtech in Q4 2022 and held it in 11 quarters.
  • Mariner's Semtech position peaked at $1.12M in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Semtech as of Q4 2025.

Based on Mariner's 13F filing for Q4 2025, filed 13 Feb 2026.