Panoramic Capital’s Semtech SMTC Stock Holding History

Panoramic Capital’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
2025 Q1	–	Sell	-84,581	Closed	-$5.23M	–	46
2024 Q4	$5.23M	Buy	+84,581	New	+$4.47M	2.79%	10

Other funds holding SMTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Panoramic Capital's SMTC Position: Q1 2025 in Review

Panoramic Capital sold out of Semtech (SMTC) in Q1 2025, closing a stake of 84,581 shares — an estimated $5.23M sold.

Panoramic Capital first reported a position in SMTC in Q4 2024 and held it in 1 quarter. The position peaked at $5.23M in Q4 2024. 315 funds tracked by Wall St. Rank hold SMTC as of Q1 2025.

Panoramic Capital reported no remaining Semtech position as of Q1 2025 after selling out during the quarter.
Panoramic Capital sold 84,581 Semtech shares in Q1 2025, an estimated $5.23M.
Panoramic Capital first reported a position in Semtech in Q4 2024 and held it in 1 quarter.
Panoramic Capital's Semtech position peaked at $5.23M in Q4 2024.
315 funds tracked by Wall St. Rank held Semtech as of Q1 2025.

Based on Panoramic Capital's 13F filing for Q1 2025, filed 15 May 2025.