&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 Q2	$2.18M	Sell	13,453 -2,374	-15%	-$310K	0.01%	974
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

&Partners's SMTC Position: Q2 2026 in Review

&Partners reduced its Semtech (SMTC) stake by 15% in Q2 2026, selling an estimated $310K and leaving 13,453 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #974.

&Partners first reported a position in SMTC in Q3 2025 and has held it in 4 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

&Partners held 13,453 shares of Semtech worth $2.18M as of Q2 2026.
&Partners sold 2,374 Semtech shares in Q2 2026, an estimated $310K.
Semtech made up 0.01% of &Partners's portfolio in Q2 2026, its #974 holding.
&Partners first reported a position in Semtech in Q3 2025 and has held it in 4 quarters since.
577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.