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	–	Sell	-2,000	Closed	-$154K	–	1668
2026 Q1	$154K	Buy	+2,000	New	+$164K	﹤0.01%	1126

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

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. 577 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.
577 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.