TSS
SMTC icon

Two Sigma Securities’s Semtech SMTC Stock Holding History

Two Sigma Securities’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
2024
Q4 		– Sell
-6,300
Closed -$288K – 3027
2024
Q3 		$288K Sell
6,300
-26,100
-81% -$960K ﹤0.01% 1792
2024
Q2 		$968K Buy
+32,400
New +$1.13M 0.01% 1084

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

Two Sigma Securities's SMTC Position: Q2 2026 in Review

Two Sigma Securities opened a new position in Semtech (SMTC) in Q2 2026: 13,894 shares worth $2.25M. The stake represents 0.19% of the portfolio and ranks #96 among its holdings. This is a return to the name: Two Sigma Securities previously reported a position in SMTC as recently as Q4 2025.

Two Sigma Securities first reported a position in SMTC in Q1 2019 and has held it in 8 quarters since. 576 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Two Sigma Securities held 13,894 shares of Semtech worth $2.25M as of Q2 2026.
  • Semtech was a new Two Sigma Securities position in Q2 2026.
  • Semtech made up 0.19% of Two Sigma Securities's portfolio in Q2 2026, its #96 holding.
  • Two Sigma Securities first reported a position in Semtech in Q1 2019 and has held it in 8 quarters since.
  • 576 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Two Sigma Securities's 13F filing for Q2 2026, filed 14 Aug 2026.