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Michael Gelband’s Semtech SMTC Stock Holding History

Michael Gelband’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 		$26M Sell
160,691
-12,339
-7% -$1.61M 0.17% 93
2026
Q1 		$13.3M Buy
173,030
+83,246
+93% +$6.85M 0.11% 175
2025
Q4 		$6.62M Sell
89,784
-59,134
-40% -$4.2M 0.05% 379
2025
Q3 		$10.6M Buy
148,918
+73,578
+98% +$3.99M 0.11% 187
2025
Q2 		$3.4M Buy
75,340
+46,635
+162% +$1.66M 0.03% 553
2025
Q1 		$987K Sell
28,705
-20,488
-42% -$1.01M 0.01% 925
2024
Q4 		$3.04M Buy
49,193
+27,994
+132% +$1.48M 0.02% 578
2024
Q3 		$968K Sell
21,199
-132,099
-86% -$4.86M 0.01% 979
2024
Q2 		$4.58M Buy
+153,298
New +$5.36M 0.03% 432
2023
Q2 		– Sell
-20,572
Closed -$497K – 2215
2023
Q1 		$497K Sell
20,572
-73,347
-78% -$2.29M ﹤0.01% 1338
2022
Q4 		$2.69M Sell
93,919
-23,261
-20% -$660K 0.04% 530
2022
Q3 		$3.45M Buy
117,180
+87,902
+300% +$4.12M 0.05% 537
2022
Q2 		$1.61M Sell
29,278
-27,976
-49% -$1.69M 0.02% 876
2022
Q1 		$3.97M Buy
+57,254
New +$4.11M 0.05% 471
2021
Q4 		– Sell
-7,136
Closed -$556K – 2557
2021
Q3 		$556K Sell
7,136
-66,117
-90% -$4.53M 0.01% 1319
2021
Q2 		$5.04M Buy
73,253
+35,851
+96% +$2.37M 0.06% 354
2021
Q1 		$2.58M Buy
+37,402
New +$2.75M 0.04% 476
2020
Q3 		– Sell
-26,667
Closed -$1.39M – 2188
2020
Q2 		$1.39M Buy
+26,667
New +$1.25M 0.04% 579
2019
Q4 		– Sell
-4,288
Closed -$208K – 1855
2019
Q3 		$208K Buy
+4,288
New +$204K 0.01% 1109

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

Michael Gelband's SMTC Position: Q2 2026 in Review

Michael Gelband reduced its Semtech (SMTC) stake by 7.1% in Q2 2026, selling an estimated $1.61M and leaving 160,691 shares worth $26M. The position accounts for 0.17% of the portfolio, ranked #93.

Michael Gelband first reported a position in SMTC in Q3 2019 and has held it in 19 quarters since. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Michael Gelband held 160,691 shares of Semtech worth $26M as of Q2 2026.
  • Michael Gelband sold 12,339 Semtech shares in Q2 2026, an estimated $1.61M.
  • Semtech made up 0.17% of Michael Gelband's portfolio in Q2 2026, its #93 holding.
  • Michael Gelband first reported a position in Semtech in Q3 2019 and has held it in 19 quarters since.
  • 574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.