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TimesSquare Capital Management’s Semtech SMTC Stock Holding History

TimesSquare 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 		$5.45M Buy
+33,693
New +$4.4M 0.08% 149
2014
Q1 		– Sell
-2,427,900
Closed -$61.4M – 258
2013
Q4 		$61.4M Sell
2,427,900
-156,950
-6% -$4.63M 0.31% 120
2013
Q3 		$77.5M Buy
2,584,850
+5,450
+0.2% +$172K 0.43% 72
2013
Q2 		$90.4M Buy
+2,579,400
New +$88.1M 0.56% 52

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

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

TimesSquare Capital Management opened a new position in Semtech (SMTC) in Q2 2026: 33,693 shares worth $5.45M. The stake represents 0.08% of the portfolio and ranks #149 among its holdings. This is a return to the name: TimesSquare Capital Management previously reported a position in SMTC as recently as Q4 2013.

TimesSquare Capital Management first reported a position in SMTC in Q2 2013 and has held it in 4 quarters since. The position peaked at $90.4M in Q2 2013. 576 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • TimesSquare Capital Management held 33,693 shares of Semtech worth $5.45M as of Q2 2026.
  • Semtech was a new TimesSquare Capital Management position in Q2 2026.
  • Semtech made up 0.08% of TimesSquare Capital Management's portfolio in Q2 2026, its #149 holding.
  • TimesSquare Capital Management first reported a position in Semtech in Q2 2013 and has held it in 4 quarters since.
  • TimesSquare Capital Management's Semtech position peaked at $90.4M in Q2 2013.
  • 576 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on TimesSquare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.