Yousif Capital Management’s Semtech SMTC Stock Holding History

Yousif 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	$4.14M	Buy	25,596 +537	+2%	+$70.2K	0.05%	369
2026 Q1	$1.93M	Buy	25,059 +1,487	+6%	+$122K	0.02%	686
2025 Q4	$1.81M	Sell	23,572 -3,479	-13%	-$247K	0.02%	761
2025 Q3	$1.93M	Sell	27,051 -5,424	-17%	-$294K	0.02%	741
2025 Q2	$1.47M	Buy	32,475 +894	+3%	+$31.8K	0.02%	918
2025 Q1	$1.09M	Sell	31,581 -165	-0.5%	-$8.14K	0.01%	1068
2024 Q4	$1.96M	Buy	31,746 +3,189	+11%	+$168K	0.02%	769
2024 Q3	$1.3M	Buy	28,557 +2,738	+11%	+$101K	0.01%	1012
2024 Q2	$771K	Sell	25,819 -3,095	-11%	-$108K	0.01%	1272
2024 Q1	$795K	Sell	28,914 -2,830	-9%	-$60.5K	0.01%	1310
2023 Q4	$696K	Buy	31,744 +310	+1%	+$5.75K	0.01%	1399
2023 Q3	$809K	Sell	31,434 -2,661	-8%	-$69.9K	0.01%	1247
2023 Q2	$868K	Sell	34,095 -1,879	-5%	-$40.6K	0.01%	1227
2023 Q1	$868K	Sell	35,974 -4,390	-11%	-$137K	0.01%	1215
2022 Q4	$1.16M	Buy	40,364 +7,930	+24%	+$225K	0.02%	1089
2022 Q3	$954K	Sell	32,434 -3,075	-9%	-$144K	0.01%	1219
2022 Q2	$1.95M	Buy	35,509 +1,515	+4%	+$91.3K	0.03%	838
2022 Q1	$2.36M	Buy	33,994 +518	+2%	+$37.2K	0.03%	819
2021 Q4	$2.98M	Buy	+33,476	New	+$2.85M	0.03%	685

Other funds holding SMTC

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Yousif Capital Management increased its Semtech (SMTC) stake by 2.1% in Q2 2026, buying an estimated $70.2K and bringing the position to 25,596 shares worth $4.14M. The position accounts for 0.05% of the portfolio, ranked #369.

Yousif Capital Management first reported a position in SMTC in Q4 2021 and has held it in 19 quarters since. 46 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Yousif Capital Management held 25,596 shares of Semtech worth $4.14M as of Q2 2026.
Yousif Capital Management bought 537 Semtech shares in Q2 2026, an estimated $70.2K.
Semtech made up 0.05% of Yousif Capital Management's portfolio in Q2 2026, its #369 holding.
Yousif Capital Management first reported a position in Semtech in Q4 2021 and has held it in 19 quarters since.
46 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.