Two Sigma Advisers
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Two Sigma Advisers’s Semtech SMTC Stock Holding History

Two Sigma Advisers’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
Q1 		– Sell
-14,200
Closed -$1.05M – 1829
2025
Q4 		$1.05M Sell
14,200
-74,600
-84% -$5.29M ﹤0.01% 1459
2025
Q3 		$6.34M Sell
88,800
-456,790
-84% -$24.8M 0.01% 653
2025
Q2 		$24.6M Sell
545,590
-408,300
-43% -$14.5M 0.05% 297
2025
Q1 		$32.8M Buy
953,890
+772,300
+425% +$38.1M 0.07% 242
2024
Q4 		$11.2M Sell
181,590
-262,800
-59% -$13.9M 0.03% 452
2024
Q3 		$20.3M Sell
444,390
-653,110
-60% -$24M 0.05% 317
2024
Q2 		$32.8M Buy
1,097,500
+551,800
+101% +$19.3M 0.07% 233
2024
Q1 		$15M Buy
545,700
+142,200
+35% +$3.04M 0.03% 413
2023
Q4 		$8.84M Buy
403,500
+53,300
+15% +$989K 0.02% 581
2023
Q3 		$9.02M Sell
350,200
-206,800
-37% -$5.43M 0.02% 500
2023
Q2 		$14.2M Sell
557,000
-318,300
-36% -$6.87M 0.04% 387
2023
Q1 		$21.1M Sell
875,300
-325,000
-27% -$10.2M 0.05% 317
2022
Q4 		$34.4M Buy
1,200,300
+6,300
+0.5% +$179K 0.1% 208
2022
Q3 		$35.1M Buy
1,194,000
+959,400
+409% +$45M 0.1% 205
2022
Q2 		$12.9M Buy
234,600
+111,900
+91% +$6.75M 0.04% 441
2022
Q1 		$8.51M Buy
+122,700
New +$8.8M 0.02% 581
2021
Q4 		– Sell
-37,600
Closed -$2.93M – 2792
2021
Q3 		$2.93M Buy
+37,600
New +$2.58M 0.01% 1049
2020
Q4 		– Sell
-68,120
Closed -$3.61M – 2569
2020
Q3 		$3.61M Sell
68,120
-92,535
-58% -$5.2M 0.01% 884
2020
Q2 		$8.39M Sell
160,655
-9,791
-6% -$458K 0.02% 614
2020
Q1 		$6.39M Sell
170,446
-41,900
-20% -$1.9M 0.02% 628
2019
Q4 		$11.2M Sell
212,346
-21,600
-9% -$1.08M 0.03% 568
2019
Q3 		$11.4M Sell
233,946
-20,000
-8% -$949K 0.03% 499
2019
Q2 		$12.2M Buy
253,946
+98,021
+63% +$4.76M 0.03% 534
2019
Q1 		$7.94M Buy
155,925
+37,700
+32% +$1.95M 0.02% 677
2018
Q4 		$5.42M Buy
118,225
+43,400
+58% +$2.07M 0.01% 781
2018
Q3 		$4.16M Buy
74,825
+25,000
+50% +$1.31M 0.01% 902
2018
Q2 		$2.34M Buy
49,825
+20,700
+71% +$928K 0.01% 1226
2018
Q1 		$1.14M Buy
29,125
+12,300
+73% +$443K ﹤0.01% 1495
2017
Q4 		$575K Sell
16,825
-2,000
-11% -$74.9K ﹤0.01% 1738
2017
Q3 		$707K Sell
18,825
-53,451
-74% -$1.99M ﹤0.01% 1618
2017
Q2 		$2.58M Sell
72,276
-159,442
-69% -$5.59M 0.01% 1074
2017
Q1 		$7.83M Buy
231,718
+69,647
+43% +$2.34M 0.03% 652
2016
Q4 		$5.11M Buy
162,071
+80,235
+98% +$2.25M 0.02% 724
2016
Q3 		$2.27M Buy
81,836
+24,501
+43% +$631K 0.01% 976
2016
Q2 		$1.37M Sell
57,335
-13,300
-19% -$302K 0.01% 1024
2016
Q1 		$1.55M Buy
70,635
+56,000
+383% +$1.08M 0.01% 917
2015
Q4 		$277K Buy
+14,635
New +$268K ﹤0.01% 1551
2014
Q3 		– Sell
-18,935
Closed -$495K – 2632
2014
Q2 		$495K Buy
+18,935
New +$476K ﹤0.01% 1700

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Two Sigma Advisers's SMTC Position: Q1 2026 in Review

Two Sigma Advisers sold out of Semtech (SMTC) in Q1 2026, closing a stake of 14,200 shares — an estimated $1.05M sold.

Two Sigma Advisers first reported a position in SMTC in Q2 2014 and held it in 38 quarters. The position peaked at $35.1M in Q3 2022. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Two Sigma Advisers reported no remaining Semtech position as of Q1 2026 after selling out during the quarter.
  • Two Sigma Advisers sold 14,200 Semtech shares in Q1 2026, an estimated $1.05M.
  • Two Sigma Advisers first reported a position in Semtech in Q2 2014 and held it in 38 quarters.
  • Two Sigma Advisers's Semtech position peaked at $35.1M in Q3 2022.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Two Sigma Advisers's 13F filing for Q1 2026.