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Palisade Capital Management’s Semtech SMTC Stock Holding History

Palisade Capital Management’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 		$37M Sell
480,970
-106,726
-18% -$8.78M 1.23% 14
2025
Q4 		$43.3M Buy
587,696
+21,403
+4% +$1.52M 1.28% 10
2025
Q3 		$40.5M Buy
566,293
+76,058
+16% +$4.13M 1.1% 12
2025
Q2 		$22.1M Buy
490,235
+54,599
+13% +$1.94M 0.63% 61
2025
Q1 		$15M Sell
435,636
-306,481
-41% -$15.1M 0.43% 83
2024
Q4 		$45.9M Buy
742,117
+10,131
+1% +$535K 1.23% 9
2024
Q3 		$33.4M Sell
731,986
-47,435
-6% -$1.75M 0.89% 31
2024
Q2 		$23.3M Sell
779,421
-12,125
-2% -$424K 0.63% 58
2024
Q1 		$21.8M Buy
791,546
+23,782
+3% +$508K 0.57% 67
2023
Q4 		$16.8M Sell
767,764
-93,362
-11% -$1.73M 0.45% 80
2023
Q3 		$22.2M Buy
861,126
+13,425
+2% +$353K 0.62% 59
2023
Q2 		$21.6M Buy
847,701
+214,993
+34% +$4.64M 0.57% 63
2023
Q1 		$15.3M Buy
632,708
+31,210
+5% +$976K 0.41% 82
2022
Q4 		$17.3M Sell
601,498
-29,932
-5% -$849K 0.46% 71
2022
Q3 		$18.6M Buy
631,430
+1,243
+0.2% +$58.2K 0.53% 62
2022
Q2 		$34.6M Buy
630,187
+6,875
+1% +$414K 0.94% 22
2022
Q1 		$43.2M Sell
623,312
-36,640
-6% -$2.63M 0.99% 14
2021
Q4 		$58.7M Buy
659,952
+6,311
+1% +$537K 1.19% 10
2021
Q3 		$51M Buy
653,641
+53,561
+9% +$3.67M 1.11% 16
2021
Q2 		$41.3M Sell
600,080
-5,691
-0.9% -$376K 0.93% 19
2021
Q1 		$41.8M Sell
605,771
-269
-0% -$19.7K 0.98% 18
2020
Q4 		$43.7M Sell
606,040
-22,914
-4% -$1.46M 1.12% 9
2020
Q3 		$33.3M Buy
628,954
+26,538
+4% +$1.49M 0.99% 13
2020
Q2 		$31.5M Buy
602,416
+3,099
+0.5% +$145K 1% 12
2020
Q1 		$22.5M Buy
599,317
+31,566
+6% +$1.43M 0.79% 24
2019
Q4 		$30M Buy
567,751
+2,090
+0.4% +$105K 0.85% 26
2019
Q3 		$27.5M Buy
565,661
+24,819
+5% +$1.18M 0.84% 26
2019
Q2 		$26M Buy
540,842
+105,902
+24% +$5.14M 0.8% 26
2019
Q1 		$22.1M Sell
434,940
-61,069
-12% -$3.15M 0.71% 36
2018
Q4 		$22.8M Sell
496,009
-132,684
-21% -$6.32M 0.83% 23
2018
Q3 		$35M Sell
628,693
-13,499
-2% -$706K 0.97% 22
2018
Q2 		$30.2M Buy
642,192
+115,288
+22% +$5.17M 0.87% 26
2018
Q1 		$20.6M Buy
526,904
+284,270
+117% +$10.2M 0.7% 40
2017
Q4 		$8.3M Sell
242,634
-281,386
-54% -$10.5M 0.28% 126
2017
Q3 		$19.7M Sell
524,020
-147,403
-22% -$5.5M 0.7% 38
2017
Q2 		$24M Sell
671,423
-52,814
-7% -$1.85M 0.9% 22
2017
Q1 		$24.5M Buy
724,237
+2,715
+0.4% +$91.1K 0.94% 15
2016
Q4 		$22.8M Buy
721,522
+562
+0.1% +$15.7K 0.85% 22
2016
Q3 		$20M Sell
720,960
-52,582
-7% -$1.36M 0.71% 28
2016
Q2 		$18.5M Sell
773,542
-6,777
-0.9% -$154K 0.67% 29
2016
Q1 		$17.2M Buy
780,319
+120,456
+18% +$2.32M 0.56% 40
2015
Q4 		$12.5M Buy
659,863
+25,074
+4% +$458K 0.41% 71
2015
Q3 		$9.59M Buy
634,789
+52,359
+9% +$900K 0.28% 127
2015
Q2 		$11.6M Sell
582,430
-609,634
-51% -$14.2M 0.29% 122
2015
Q1 		$31.8M Sell
1,192,064
-50,528
-4% -$1.38M 0.8% 11
2014
Q4 		$34.3M Sell
1,242,592
-20,183
-2% -$516K 0.83% 11
2014
Q3 		$34.3M Sell
1,262,775
-13,509
-1% -$340K 0.87% 7
2014
Q2 		$33.4M Buy
1,276,284
+227,942
+22% +$5.73M 0.81% 9
2014
Q1 		$26.6M Buy
1,048,342
+294,386
+39% +$7.17M 0.65% 24
2013
Q4 		$19.1M Sell
753,956
-52,133
-6% -$1.54M 0.5% 51
2013
Q3 		$24.2M Buy
806,089
+49,064
+6% +$1.55M 0.66% 22
2013
Q2 		$26.5M Buy
+757,025
New +$25.9M 0.76% 9

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

Palisade Capital Management's SMTC Position: Q1 2026 in Review

Palisade Capital Management reduced its Semtech (SMTC) stake by 18% in Q1 2026, selling an estimated $8.78M and leaving 480,970 shares worth $37M. The position accounts for 1.23% of the portfolio, ranked #14.

Palisade Capital Management first reported a position in SMTC in Q2 2013 and has held it in 52 quarters since. The position peaked at $58.7M in Q4 2021. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Palisade Capital Management held 480,970 shares of Semtech worth $37M as of Q1 2026.
  • Palisade Capital Management sold 106,726 Semtech shares in Q1 2026, an estimated $8.78M.
  • Semtech made up 1.23% of Palisade Capital Management's portfolio in Q1 2026, its #14 holding.
  • Palisade Capital Management first reported a position in Semtech in Q2 2013 and has held it in 52 quarters since.
  • Palisade Capital Management's Semtech position peaked at $58.7M in Q4 2021.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Palisade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.