Oak Thistle LLC’s Semtech SMTC Stock Holding History

Oak Thistle LLC’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 Q3	$4.23M	Buy	+23,692	New	+$3.36M	0.39%	64

Other funds holding SMTC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

MJPCFAI

Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $166M AUM 78.97% 1-Year Est. Return

Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Oak Thistle LLC's SMTC Position: Q3 2026 in Review

Oak Thistle LLC opened a new position in Semtech (SMTC) in Q3 2026: 23,692 shares worth $4.23M. The stake represents 0.39% of the portfolio and ranks #64 among its holdings.

68 funds tracked by Wall St. Rank hold SMTC as of Q3 2026.

Oak Thistle LLC held 23,692 shares of Semtech worth $4.23M as of Q3 2026.
Semtech was a new Oak Thistle LLC position in Q3 2026.
Semtech made up 0.39% of Oak Thistle LLC's portfolio in Q3 2026, its #64 holding.
68 funds tracked by Wall St. Rank held Semtech as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.