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Polar Asset Management Partners’s Semtech SMTC Stock Holding History

Polar Asset Management 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 		– Sell
-74,107
Closed -$5.7M – 950
2026
Q1 		$5.7M Sell
74,107
-204,576
-73% -$16.8M 0.11% 178
2025
Q4 		$20.5M Sell
278,683
-41,776
-13% -$2.96M 0.26% 73
2025
Q3 		$22.9M Sell
320,459
-75,766
-19% -$4.11M 0.26% 62
2025
Q2 		$17.9M Buy
396,225
+140,018
+55% +$4.98M 0.28% 55
2025
Q1 		$8.81M Buy
256,207
+141,807
+124% +$7M 0.2% 131
2024
Q4 		$7.08M Sell
114,400
-3,800
-3% -$201K 0.08% 196
2024
Q3 		$5.4M Sell
118,200
-127,700
-52% -$4.7M 0.11% 177
2024
Q2 		$7.35M Buy
245,900
+84,043
+52% +$2.94M 0.15% 141
2024
Q1 		$4.45M Sell
161,857
-411,693
-72% -$8.79M 0.08% 236
2023
Q4 		$12.6M Sell
573,550
-98,900
-15% -$1.83M 0.22% 92
2023
Q3 		$17.3M Buy
672,450
+127,896
+23% +$3.36M 0.38% 67
2023
Q2 		$13.9M Buy
+544,554
New +$11.8M 0.25% 99

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

Polar Asset Management Partners's SMTC Position: Q2 2026 in Review

Polar Asset Management Partners sold out of Semtech (SMTC) in Q2 2026, closing a stake of 74,107 shares — an estimated $5.7M sold.

Polar Asset Management Partners first reported a position in SMTC in Q2 2023 and held it in 12 quarters. The position peaked at $22.9M in Q3 2025. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Polar Asset Management Partners reported no remaining Semtech position as of Q2 2026 after selling out during the quarter.
  • Polar Asset Management Partners sold 74,107 Semtech shares in Q2 2026, an estimated $5.7M.
  • Polar Asset Management Partners first reported a position in Semtech in Q2 2023 and held it in 12 quarters.
  • Polar Asset Management Partners's Semtech position peaked at $22.9M in Q3 2025.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

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