Polen Capital Management
SMTC icon

Polen Capital Management’s Semtech SMTC Stock Holding History

Polen Capital 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
Q2 		$2.16M Buy
13,353
+6,800
+104% +$889K 0.02% 121
2026
Q1 		$504K Buy
+6,553
New +$539K ﹤0.01% 179

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

Polen Capital Management's SMTC Position: Q2 2026 in Review

Polen Capital Management increased its Semtech (SMTC) stake by 104% in Q2 2026, buying an estimated $889K and bringing the position to 13,353 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #121.

Polen Capital Management first reported a position in SMTC in Q1 2026 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Polen Capital Management held 13,353 shares of Semtech worth $2.16M as of Q2 2026.
  • Polen Capital Management bought 6,800 Semtech shares in Q2 2026, an estimated $889K.
  • Semtech made up 0.02% of Polen Capital Management's portfolio in Q2 2026, its #121 holding.
  • Polen Capital Management first reported a position in Semtech in Q1 2026 and has held it in 2 quarters since.
  • 575 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.