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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
2025
Q2 		– Sell
-148,800
Closed -$5.12M – 700
2025
Q1 		$5.12M Buy
+148,800
New +$7.34M 0.12% 181
2024
Q3 		– Sell
-150,000
Closed -$4.48M – 801
2024
Q2 		$4.48M Buy
+150,000
New +$5.25M 0.09% 218

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

Polar Asset Management Partners's SMTC Position: Q1 2026 in Review

Polar Asset Management Partners reduced its Semtech (SMTC) stake by 73% in Q1 2026, selling an estimated $16.8M and leaving 74,107 shares worth $5.7M. The position accounts for 0.11% of the portfolio, ranked #178.

Polar Asset Management Partners first reported a position in SMTC in Q2 2023 and has held it in 12 quarters since. The position peaked at $22.9M in Q3 2025. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Polar Asset Management Partners held 74,107 shares of Semtech worth $5.7M as of Q1 2026.
  • Polar Asset Management Partners sold 204,576 Semtech shares in Q1 2026, an estimated $16.8M.
  • Semtech made up 0.11% of Polar Asset Management Partners's portfolio in Q1 2026, its #178 holding.
  • Polar Asset Management Partners first reported a position in Semtech in Q2 2023 and has held it in 12 quarters since.
  • Polar Asset Management Partners's Semtech position peaked at $22.9M in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Polar Asset Management Partners's 13F filing for Q1 2026, filed 15 May 2026.