PCM
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Polymer Capital Management’s Semtech SMTC Stock Holding History

Polymer 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 		$11.2M Buy
+69,200
New +$9.04M 1.48% 8
2025
Q2 		– Sell
-100,400
Closed -$3.45M – 761
2025
Q1 		$3.45M Buy
+100,400
New +$4.95M 0.89% 21

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

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

Polymer Capital Management opened a new position in Semtech (SMTC) in Q2 2026: 69,200 shares worth $11.2M. The stake represents 1.48% of the portfolio and ranks #8 among its holdings. This is a return to the name: Polymer Capital Management previously reported a position in SMTC as recently as Q1 2025.

Polymer Capital Management first reported a position in SMTC in Q1 2025 and has held it in 2 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Polymer Capital Management held 69,200 shares of Semtech worth $11.2M as of Q2 2026.
  • Semtech was a new Polymer Capital Management position in Q2 2026.
  • Semtech made up 1.48% of Polymer Capital Management's portfolio in Q2 2026, its #8 holding.
  • Polymer Capital Management first reported a position in Semtech in Q1 2025 and has held it in 2 quarters since.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

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