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SMTC icon

&Partners’s Semtech SMTC Stock Holding History

&Partners’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 		$1.22M Buy
15,827
+349
+2% +$28.7K 0.01% 1188
2025
Q4 		$1.14M Buy
15,478
+1,126
+8% +$79.9K 0.01% 1147
2025
Q3 		$1.03M Buy
+14,352
New +$779K 0.01% 1075

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

&Partners's SMTC Position: Q1 2026 in Review

&Partners increased its Semtech (SMTC) stake by 2.3% in Q1 2026, buying an estimated $28.7K and bringing the position to 15,827 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1188.

&Partners first reported a position in SMTC in Q3 2025 and has held it in 3 quarters since. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • &Partners held 15,827 shares of Semtech worth $1.22M as of Q1 2026.
  • &Partners bought 349 Semtech shares in Q1 2026, an estimated $28.7K.
  • Semtech made up 0.01% of &Partners's portfolio in Q1 2026, its #1188 holding.
  • &Partners first reported a position in Semtech in Q3 2025 and has held it in 3 quarters since.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.