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Picton Mahoney Asset Management’s Semtech SMTC Stock Holding History

Picton Mahoney Asset 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 		$588K Buy
+7,645
New +$629K ﹤0.01% 726
2025
Q3 		– Sell
-17,892
Closed -$808K – 1198
2025
Q2 		$808K Buy
+17,892
New +$637K 0.01% 422
2015
Q1 		– Sell
-500
Closed -$14K – 356
2014
Q4 		$14K Buy
+500
New +$12.8K ﹤0.01% 313

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

Picton Mahoney Asset Management's SMTC Position: Q1 2026 in Review

Picton Mahoney Asset Management opened a new position in Semtech (SMTC) in Q1 2026: 7,645 shares worth $588K. The stake represents ﹤0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: Picton Mahoney Asset Management previously reported a position in SMTC as recently as Q2 2025.

Picton Mahoney Asset Management first reported a position in SMTC in Q4 2014 and has held it in 3 quarters since. The position peaked at $808K in Q2 2025. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Picton Mahoney Asset Management held 7,645 shares of Semtech worth $588K as of Q1 2026.
  • Semtech was a new Picton Mahoney Asset Management position in Q1 2026.
  • Semtech made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #726 holding.
  • Picton Mahoney Asset Management first reported a position in Semtech in Q4 2014 and has held it in 3 quarters since.
  • Picton Mahoney Asset Management's Semtech position peaked at $808K in Q2 2025.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.