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Woodline Partners’s Semtech SMTC Stock Holding History

Woodline Partners’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
2025
Q3 		– Sell
-1,335,296
Closed -$60.3M – 1034
2025
Q2 		$60.3M Buy
1,335,296
+852,877
+177% +$30.3M 0.32% 75
2025
Q1 		$16.6M Buy
+482,419
New +$23.8M 0.11% 261
2024
Q3 		– Sell
-171,645
Closed -$5.13M – 698
2024
Q2 		$5.13M Buy
171,645
+69,593
+68% +$2.43M 0.05% 334
2024
Q1 		$2.81M Buy
102,052
+8,470
+9% +$181K 0.03% 409
2023
Q4 		$2.05M Buy
+93,582
New +$1.74M 0.02% 375
2023
Q2 		– Sell
-443,692
Closed -$10.7M – 744
2023
Q1 		$10.7M Buy
443,692
+83,105
+23% +$2.6M 0.15% 189
2022
Q4 		$10.3M Sell
360,587
-815,995
-69% -$23.1M 0.14% 203
2022
Q3 		$34.6M Buy
1,176,582
+614,573
+109% +$28.8M 0.48% 48
2022
Q2 		$30.9M Buy
562,009
+120,532
+27% +$7.27M 0.48% 49
2022
Q1 		$30.6M Buy
441,477
+223,030
+102% +$16M 0.5% 56
2021
Q4 		$19.4M Buy
218,447
+105,965
+94% +$9.02M 0.28% 106
2021
Q3 		$8.77M Sell
112,482
-155,755
-58% -$10.7M 0.14% 177
2021
Q2 		$18.5M Buy
268,237
+62,914
+31% +$4.16M 0.34% 75
2021
Q1 		$14.2M Buy
205,323
+102,239
+99% +$7.5M 0.31% 88
2020
Q4 		$7.43M Buy
+103,084
New +$6.58M 0.2% 133
2020
Q2 		– Sell
-248,861
Closed -$9.33M – 183
2020
Q1 		$9.33M Buy
248,861
+150,226
+152% +$6.8M 0.67% 50
2019
Q4 		$5.22M Buy
+98,635
New +$4.94M 0.21% 91

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Woodline Partners's SMTC Position: Q3 2025 in Review

Woodline Partners sold out of Semtech (SMTC) in Q3 2025, closing a stake of 1,335,296 shares — an estimated $60.3M sold.

Woodline Partners first reported a position in SMTC in Q4 2019 and held it in 17 quarters. The position peaked at $60.3M in Q2 2025. 350 funds tracked by Wall St. Rank hold SMTC as of Q3 2025.

  • Woodline Partners reported no remaining Semtech position as of Q3 2025 after selling out during the quarter.
  • Woodline Partners sold 1,335,296 Semtech shares in Q3 2025, an estimated $60.3M.
  • Woodline Partners first reported a position in Semtech in Q4 2019 and held it in 17 quarters.
  • Woodline Partners's Semtech position peaked at $60.3M in Q2 2025.
  • 350 funds tracked by Wall St. Rank held Semtech as of Q3 2025.

Based on Woodline Partners's 13F filing for Q3 2025, filed 14 Nov 2025.