Oarsman Capital’s Semtech SMTC Stock Holding History
Bought
Maintained
Sold
Other funds holding SMTC
HRCM
Oarsman Capital's SMTC Position: Q2 2026 in Review
Oarsman Capital opened a new position in Semtech (SMTC) in Q2 2026: 1,324 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #236 among its holdings. This is a return to the name: Oarsman Capital previously reported a position in SMTC as recently as Q4 2024.
Oarsman Capital first reported a position in SMTC in Q3 2024 and has held it in 3 quarters since. 579 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.
- Oarsman Capital held 1,324 shares of Semtech worth $214K as of Q2 2026.
- Semtech was a new Oarsman Capital position in Q2 2026.
- Semtech made up 0.02% of Oarsman Capital's portfolio in Q2 2026, its #236 holding.
- Oarsman Capital first reported a position in Semtech in Q3 2024 and has held it in 3 quarters since.
- 579 funds tracked by Wall St. Rank held Semtech as of Q2 2026.
Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.