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Nicholas Investment Partners’s Semtech SMTC Stock Holding History

Nicholas Investment Partners’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
Q1 		$5.56M Buy
72,321
+7,922
+12% +$651K 0.4% 88
2025
Q4 		$4.75M Buy
+64,399
New +$4.57M 0.35% 104

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Nicholas Investment Partners's SMTC Position: Q1 2026 in Review

Nicholas Investment Partners increased its Semtech (SMTC) stake by 12% in Q1 2026, buying an estimated $651K and bringing the position to 72,321 shares worth $5.56M. The position accounts for 0.4% of the portfolio, ranked #88.

Nicholas Investment Partners first reported a position in SMTC in Q4 2025 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Nicholas Investment Partners held 72,321 shares of Semtech worth $5.56M as of Q1 2026.
  • Nicholas Investment Partners bought 7,922 Semtech shares in Q1 2026, an estimated $651K.
  • Semtech made up 0.4% of Nicholas Investment Partners's portfolio in Q1 2026, its #88 holding.
  • Nicholas Investment Partners first reported a position in Semtech in Q4 2025 and has held it in 2 quarters since.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Nicholas Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.