Montag & Associates’s Semtech SMTC Stock Holding History

Montag & Associates’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	-16	Closed	-$1.14K	–	1143
2025 Q3	$1.14K	Buy	+16	New	+$869	﹤0.01%	996

Other funds holding SMTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Montag & Associates's SMTC Position: Q4 2025 in Review

Montag & Associates sold out of Semtech (SMTC) in Q4 2025, closing a stake of 16 shares — an estimated $1.14K sold.

Montag & Associates first reported a position in SMTC in Q3 2025 and held it in 1 quarter. The position peaked at $1.14K in Q3 2025. 402 funds tracked by Wall St. Rank hold SMTC as of Q4 2025.

Montag & Associates reported no remaining Semtech position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 16 Semtech shares in Q4 2025, an estimated $1.14K.
Montag & Associates first reported a position in Semtech in Q3 2025 and held it in 1 quarter.
Montag & Associates's Semtech position peaked at $1.14K in Q3 2025.
402 funds tracked by Wall St. Rank held Semtech as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.