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Persistent Asset Partners’s Semtech SMTC Stock Holding History

Persistent Asset 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 		$3.54M Sell
21,849
-9,506
-30% -$1.24M 1.06% 18
2026
Q1 		$2.41M Buy
+31,355
New +$2.58M 0.9% 27

Other funds holding SMTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Persistent Asset Partners's SMTC Position: Q2 2026 in Review

Persistent Asset Partners reduced its Semtech (SMTC) stake by 30% in Q2 2026, selling an estimated $1.24M and leaving 21,849 shares worth $3.54M. The position accounts for 1.06% of the portfolio, ranked #18.

Persistent Asset Partners first reported a position in SMTC in Q1 2026 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Persistent Asset Partners held 21,849 shares of Semtech worth $3.54M as of Q2 2026.
  • Persistent Asset Partners sold 9,506 Semtech shares in Q2 2026, an estimated $1.24M.
  • Semtech made up 1.06% of Persistent Asset Partners's portfolio in Q2 2026, its #18 holding.
  • Persistent Asset Partners first reported a position in Semtech in Q1 2026 and has held it in 2 quarters since.
  • 574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Persistent Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.