SCP
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Sender Company & Partners’s Semtech SMTC Stock Holding History

Sender Company & 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
Q4 		– Sell
-8,622
Closed -$616K – 398
2025
Q3 		$616K Buy
8,622
+610
+8% +$33.1K 0.07% 233
2025
Q2 		$362K Buy
+8,012
New +$285K 0.1% 180

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Sender Company & Partners's SMTC Position: Q4 2025 in Review

Sender Company & Partners sold out of Semtech (SMTC) in Q4 2025, closing a stake of 8,622 shares — an estimated $616K sold.

Sender Company & Partners first reported a position in SMTC in Q2 2025 and held it in 2 quarters. The position peaked at $616K in Q3 2025. 402 funds tracked by Wall St. Rank hold SMTC as of Q4 2025.

  • Sender Company & Partners reported no remaining Semtech position as of Q4 2025 after selling out during the quarter.
  • Sender Company & Partners sold 8,622 Semtech shares in Q4 2025, an estimated $616K.
  • Sender Company & Partners first reported a position in Semtech in Q2 2025 and held it in 2 quarters.
  • Sender Company & Partners's Semtech position peaked at $616K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Semtech as of Q4 2025.

Based on Sender Company & Partners's 13F filing for Q4 2025, filed 17 Feb 2026.