Nomura Holdings’s Semtech SMTC Stock Holding History

Nomura Holdings’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	$11.6M	Buy	+71,807	New	+$9.39M	0.01%	500
2026 Q1	–	Sell	-6,437	Closed	-$529K	–	2086
2025 Q4	$474K	Buy	+6,437	New	+$457K	﹤0.01%	1543
2024 Q2	–	Sell	-333,099	Closed	-$9.16M	–	1999
2024 Q1	$9.16M	Sell	333,099 -87,853	-21%	-$1.88M	0.02%	459
2023 Q4	$9.22M	Sell	420,952 -646,402	-61%	-$12M	0.03%	473
2023 Q3	$27.5M	Sell	1,067,354 -122,858	-10%	-$3.23M	0.08%	174
2023 Q2	$30.3M	Buy	1,190,212 +1,169,060	+5,527%	+$25.2M	0.08%	165
2023 Q1	$511K	Buy	+21,152	New	+$661K	﹤0.01%	1133
2021 Q2	–	Sell	-8,301	Closed	-$573K	–	2303
2021 Q1	$573K	Buy	+8,301	New	+$609K	﹤0.01%	1303
2014 Q1	–	Sell	-16,577	Closed	-$423K	–	2896
2013 Q4	$423K	Sell	16,577 -1,848	-10%	-$54.5K	﹤0.01%	1361
2013 Q3	$552K	Buy	+18,425	New	+$581K	﹤0.01%	1347

Other funds holding SMTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Nomura Holdings's SMTC Position: Q2 2026 in Review

Nomura Holdings opened a new position in Semtech (SMTC) in Q2 2026: 71,807 shares worth $11.6M. The stake represents 0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Nomura Holdings previously reported a position in SMTC as recently as Q4 2025.

Nomura Holdings first reported a position in SMTC in Q3 2013 and has held it in 10 quarters since. The position peaked at $30.3M in Q2 2023. 537 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Nomura Holdings held 71,807 shares of Semtech worth $11.6M as of Q2 2026.
Semtech was a new Nomura Holdings position in Q2 2026.
Semtech made up 0.01% of Nomura Holdings's portfolio in Q2 2026, its #500 holding.
Nomura Holdings first reported a position in Semtech in Q3 2013 and has held it in 10 quarters since.
Nomura Holdings's Semtech position peaked at $30.3M in Q2 2023.
537 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Nomura Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.