Twin Tree Management
SMTC icon

Twin Tree Management’s Semtech SMTC Stock Holding History

Twin Tree 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 		$2.94M Buy
18,176
+15,870
+688% +$2.07M 0.06% 436
2026
Q1 		$177K Buy
+2,306
New +$190K ﹤0.01% 1110
2024
Q4 		– Sell
-153
Closed -$6.99K – 1883
2024
Q3 		$6.99K Buy
+153
New +$5.63K ﹤0.01% 1461
2022
Q1 		– Sell
-22,640
Closed -$2.01M – 1873
2021
Q4 		$2.01M Buy
22,640
+22,103
+4,116% +$1.88M ﹤0.01% 1099
2021
Q3 		$42K Buy
+537
New +$36.8K ﹤0.01% 1477

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

Twin Tree Management's SMTC Position: Q2 2026 in Review

Twin Tree Management increased its Semtech (SMTC) stake by 688% in Q2 2026, buying an estimated $2.07M and bringing the position to 18,176 shares worth $2.94M. The position accounts for 0.06% of the portfolio, ranked #436.

Twin Tree Management first reported a position in SMTC in Q3 2021 and has held it in 5 quarters since. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Twin Tree Management held 18,176 shares of Semtech worth $2.94M as of Q2 2026.
  • Twin Tree Management bought 15,870 Semtech shares in Q2 2026, an estimated $2.07M.
  • Semtech made up 0.06% of Twin Tree Management's portfolio in Q2 2026, its #436 holding.
  • Twin Tree Management first reported a position in Semtech in Q3 2021 and has held it in 5 quarters since.
  • 574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Twin Tree Management's 13F filing for Q2 2026, filed 12 Aug 2026.