SG Americas Securities’s Semtech SMTC Stock Holding History

SG Americas Securities’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	$4.05M	Buy	+204,300	New	+$26.7M	﹤0.01%	1177

Other funds holding SMTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

SG Americas Securities's SMTC Position: Q2 2026 in Review

SG Americas Securities increased its Semtech (SMTC) stake by 527% in Q2 2026, buying an estimated $86.5M and bringing the position to 787,691 shares worth $127M. The position accounts for 0.07% of the portfolio, ranked #182.

SG Americas Securities first reported a position in SMTC in Q2 2013 and has held it in 46 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

SG Americas Securities held 787,691 shares of Semtech worth $127M as of Q2 2026.
SG Americas Securities bought 662,109 Semtech shares in Q2 2026, an estimated $86.5M.
Semtech made up 0.07% of SG Americas Securities's portfolio in Q2 2026, its #182 holding.
SG Americas Securities first reported a position in Semtech in Q2 2013 and has held it in 46 quarters since.
577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.