Tairen Capital’s Semtech SMTC Stock Holding History

Tairen Capital’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 Q1	–	Sell	-8,100	Closed	-$597K	–	70
2025 Q4	$597K	Buy	+8,100	New	+$575K	0.06%	55

Other funds holding SMTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tairen Capital's SMTC Position: Q1 2026 in Review

Tairen Capital sold out of Semtech (SMTC) in Q1 2026, closing a stake of 8,100 shares — an estimated $597K sold.

Tairen Capital first reported a position in SMTC in Q4 2025 and held it in 1 quarter. The position peaked at $597K in Q4 2025. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

Tairen Capital reported no remaining Semtech position as of Q1 2026 after selling out during the quarter.
Tairen Capital sold 8,100 Semtech shares in Q1 2026, an estimated $597K.
Tairen Capital first reported a position in Semtech in Q4 2025 and held it in 1 quarter.
Tairen Capital's Semtech position peaked at $597K in Q4 2025.
437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Tairen Capital's 13F filing for Q1 2026, filed 15 May 2026.