SJS Investment Consulting’s Semtech SMTC Stock Holding History

SJS Investment Consulting’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	$810	Hold	5	–	–	﹤0.01%	2103
2026 Q1	$385	Buy	+5	New	+$411	﹤0.01%	1828
2025 Q1	–	Sell	-5	Closed	-$310	–	1667
2024 Q4	$310	Buy	+5	New	+$264	﹤0.01%	1382
2023 Q4	–	Sell	-7	Closed	-$181	–	1648
2023 Q3	$181	Sell	7 -2	-22%	-$53	﹤0.01%	1471
2023 Q2	$230	Buy	9 +1	+13%	+$22	﹤0.01%	1381
2023 Q1	$194	Hold	8	–	–	﹤0.01%	1368
2022 Q4	$230	Sell	8 -19	-70%	-$539	﹤0.01%	1391
2022 Q3	$1K	Buy	+27	New	+$1.26K	﹤0.01%	899
2022 Q1	$0	Buy	+2	New	+$144	﹤0.01%	1281

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

SJS Investment Consulting's SMTC Position: Q2 2026 in Review

SJS Investment Consulting held its Semtech (SMTC) position steady in Q2 2026 at 5 shares worth $810. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

SJS Investment Consulting first reported a position in SMTC in Q1 2022 and has held it in 9 quarters since. The position peaked at $1K in Q3 2022. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

SJS Investment Consulting held 5 shares of Semtech worth $810 as of Q2 2026.
SJS Investment Consulting left its Semtech share count unchanged in Q2 2026.
Semtech made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2103 holding.
SJS Investment Consulting first reported a position in Semtech in Q1 2022 and has held it in 9 quarters since.
SJS Investment Consulting's Semtech position peaked at $1K in Q3 2022.
574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.