TD Capital Management’s Semtech SMTC Stock Holding History

TD Capital Management’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	$971	Hold	6	–	–	﹤0.01%	710
2026 Q1	$461	Hold	6	–	–	﹤0.01%	791
2025 Q4	$442	Buy	+6	New	+$426	﹤0.01%	721

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

TD Capital Management's SMTC Position: Q2 2026 in Review

TD Capital Management held its Semtech (SMTC) position steady in Q2 2026 at 6 shares worth $971. The position accounts for ﹤0.01% of the portfolio, ranked #710.

TD Capital Management first reported a position in SMTC in Q4 2025 and has held it in 3 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

TD Capital Management held 6 shares of Semtech worth $971 as of Q2 2026.
TD Capital Management left its Semtech share count unchanged in Q2 2026.
Semtech made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #710 holding.
TD Capital Management first reported a position in Semtech in Q4 2025 and has held it in 3 quarters since.
577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.