Westfield Capital Management
SMTC icon

Westfield Capital Management’s Semtech SMTC Stock Holding History

Westfield Capital 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 		$183M Sell
1,133,268
-147,326
-12% -$19.3M 0.6% 44
2026
Q1 		$98.5M Sell
1,280,594
-1,168,018
-48% -$96.1M 0.41% 74
2025
Q4 		$180M Sell
2,448,612
-931,761
-28% -$66.1M 0.75% 26
2025
Q3 		$242M Buy
3,380,373
+633,113
+23% +$34.4M 1.01% 17
2025
Q2 		$124M Buy
2,747,260
+1,424,909
+108% +$50.7M 0.52% 47
2025
Q1 		$45.5M Buy
+1,322,351
New +$65.2M 0.22% 142
2022
Q3 		– Sell
-514,018
Closed -$28.3M – 249
2022
Q2 		$28.3M Buy
514,018
+194,205
+61% +$11.7M 0.22% 146
2022
Q1 		$22.2M Sell
319,813
-1,535
-0.5% -$110K 0.14% 161
2021
Q4 		$28.6M Sell
321,348
-9,705
-3% -$826K 0.17% 152
2021
Q3 		$25.8M Buy
+331,053
New +$22.7M 0.16% 165

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

Westfield Capital Management's SMTC Position: Q2 2026 in Review

Westfield Capital Management reduced its Semtech (SMTC) stake by 12% in Q2 2026, selling an estimated $19.3M and leaving 1,133,268 shares worth $183M. The position accounts for 0.6% of the portfolio, ranked #44.

Westfield Capital Management first reported a position in SMTC in Q3 2021 and has held it in 10 quarters since. The position peaked at $242M in Q3 2025. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Westfield Capital Management held 1,133,268 shares of Semtech worth $183M as of Q2 2026.
  • Westfield Capital Management sold 147,326 Semtech shares in Q2 2026, an estimated $19.3M.
  • Semtech made up 0.6% of Westfield Capital Management's portfolio in Q2 2026, its #44 holding.
  • Westfield Capital Management first reported a position in Semtech in Q3 2021 and has held it in 10 quarters since.
  • Westfield Capital Management's Semtech position peaked at $242M in Q3 2025.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

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