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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
Q2 		$6M Buy
+37,100
New +$4.85M 0.53% 29
2026
Q1 		– Sell
-8,100
Closed -$597K – 70
2025
Q4 		$597K Buy
+8,100
New +$575K 0.06% 55

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

Tairen Capital's SMTC Position: Q2 2026 in Review

Tairen Capital opened a new position in Semtech (SMTC) in Q2 2026: 37,100 shares worth $6M. The stake represents 0.53% of the portfolio and ranks #29 among its holdings. This is a return to the name: Tairen Capital previously reported a position in SMTC as recently as Q4 2025.

Tairen Capital first reported a position in SMTC in Q4 2025 and has held it in 2 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Tairen Capital held 37,100 shares of Semtech worth $6M as of Q2 2026.
  • Semtech was a new Tairen Capital position in Q2 2026.
  • Semtech made up 0.53% of Tairen Capital's portfolio in Q2 2026, its #29 holding.
  • Tairen Capital first reported a position in Semtech in Q4 2025 and has held it in 2 quarters since.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Tairen Capital's 13F filing for Q2 2026, filed 13 Aug 2026.