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Tremblant Capital Group’s Semtech SMTC Stock Holding History

Tremblant Capital Group’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 		$144M Buy
+887,268
New +$116M 4.12% 2

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

Tremblant Capital Group's SMTC Position: Q2 2026 in Review

Tremblant Capital Group opened a new position in Semtech (SMTC) in Q2 2026: 887,268 shares worth $144M. The stake represents 4.12% of the portfolio and ranks #2 among its holdings.

574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Tremblant Capital Group held 887,268 shares of Semtech worth $144M as of Q2 2026.
  • Semtech was a new Tremblant Capital Group position in Q2 2026.
  • Semtech made up 4.12% of Tremblant Capital Group's portfolio in Q2 2026, its #2 holding.
  • 574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Tremblant Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.