Oak Ridge Investments’s Semtech SMTC Stock Holding History

Oak Ridge Investments’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	$7.46M	Buy	46,095 +2,720	+6%	+$356K	0.42%	47
2026 Q1	$3.34M	Buy	43,375 +476	+1%	+$39.1K	0.22%	66
2025 Q4	$3.16M	Buy	42,899 +10,351	+32%	+$734K	0.19%	67
2025 Q3	$2.33M	Sell	32,548 -629	-2%	-$34.1K	0.15%	81
2025 Q2	$1.5M	Sell	33,177 -1,070	-3%	-$38.1K	0.11%	103
2025 Q1	$1.18M	Sell	34,247 -450	-1%	-$22.2K	0.1%	108
2024 Q4	$2.15M	Buy	+34,697	New	+$1.83M	0.17%	88

Other funds holding SMTC

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Oak Ridge Investments's SMTC Position: Q2 2026 in Review

Oak Ridge Investments increased its Semtech (SMTC) stake by 6.3% in Q2 2026, buying an estimated $356K and bringing the position to 46,095 shares worth $7.46M. The position accounts for 0.42% of the portfolio, ranked #47.

Oak Ridge Investments first reported a position in SMTC in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Oak Ridge Investments held 46,095 shares of Semtech worth $7.46M as of Q2 2026.
Oak Ridge Investments bought 2,720 Semtech shares in Q2 2026, an estimated $356K.
Semtech made up 0.42% of Oak Ridge Investments's portfolio in Q2 2026, its #47 holding.
Oak Ridge Investments first reported a position in Semtech in Q4 2024 and has held it in 7 quarters since.
86 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.