Point72 Asset Management
SMTC icon

Point72 Asset Management’s Semtech SMTC Stock Holding History

Point72 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 		– Sell
-4,000
Closed -$295K – 4440
2025
Q4 		$295K Buy
+4,000
New +$284K ﹤0.01% 3481

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

Point72 Asset Management's SMTC Position: Q2 2026 in Review

Point72 Asset Management opened a new position in Semtech (SMTC) in Q2 2026: 681,875 shares worth $110M. The stake represents 0.12% of the portfolio and ranks #179 among its holdings. This is a return to the name: Point72 Asset Management previously reported a position in SMTC as recently as Q4 2025.

Point72 Asset Management first reported a position in SMTC in Q3 2018 and has held it in 15 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Point72 Asset Management held 681,875 shares of Semtech worth $110M as of Q2 2026.
  • Semtech was a new Point72 Asset Management position in Q2 2026.
  • Semtech made up 0.12% of Point72 Asset Management's portfolio in Q2 2026, its #179 holding.
  • Point72 Asset Management first reported a position in Semtech in Q3 2018 and has held it in 15 quarters since.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.