Winton Group’s Semtech SMTC Stock Holding History

Winton Group’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	$599K	Buy	+3,700	New	+$484K	0.02%	651
2023 Q2	–	Sell	-11,806	Closed	-$285K	–	1081
2023 Q1	$285K	Sell	11,806 -12,000	-50%	-$375K	0.02%	828
2022 Q4	$683K	Buy	23,806 +3,972	+20%	+$113K	0.05%	539
2022 Q3	$583K	Buy	19,834 +8,568	+76%	+$401K	0.04%	597
2022 Q2	$619K	Buy	+11,266	New	+$679K	0.03%	635
2021 Q2	–	Sell	-9,104	Closed	-$628K	–	1507
2021 Q1	$628K	Buy	9,104 +4,021	+79%	+$295K	0.04%	744
2020 Q4	$366K	Buy	+5,083	New	+$325K	0.03%	950
2018 Q4	–	Sell	-161,760	Closed	-$8.99M	–	1020
2018 Q3	$8.99M	Buy	+161,760	New	+$8.46M	0.19%	211

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 $3.38T AUM 44.17% 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

Winton Group's SMTC Position: Q2 2026 in Review

Winton Group opened a new position in Semtech (SMTC) in Q2 2026: 3,700 shares worth $599K. The stake represents 0.02% of the portfolio and ranks #651 among its holdings. This is a return to the name: Winton Group previously reported a position in SMTC as recently as Q1 2023.

Winton Group first reported a position in SMTC in Q3 2018 and has held it in 8 quarters since. The position peaked at $8.99M in Q3 2018. 579 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Winton Group held 3,700 shares of Semtech worth $599K as of Q2 2026.
Semtech was a new Winton Group position in Q2 2026.
Semtech made up 0.02% of Winton Group's portfolio in Q2 2026, its #651 holding.
Winton Group first reported a position in Semtech in Q3 2018 and has held it in 8 quarters since.
Winton Group's Semtech position peaked at $8.99M in Q3 2018.
579 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.