Jefferies Group's SMTC Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 41,317 shares of Semtech Corporation (SMTC) worth $3.18 M, representing 0.02% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in SMTC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 220,896 shares. Largest reduction occurred in Q2 2024, reducing 220,896 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Semtech Corporation (SMTC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Semtech Corporation (SMTC) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +41,317 | New Buy | 41,317 | $76.89 |
| Q4 2025 | -36,569 | Sold Out | 0 | $0.00 |
| Q3 2025 | +36,569 | New Buy | 36,569 | $71.45 |
| Q1 2025 | -77,659 | Sold Out | 0 | $0.00 |
| Q4 2024 | +29,723 | Add 62.01% | 77,659 | $61.85 |
| Q3 2024 | +47,936 | New Buy | 47,936 | $45.66 |
| Q2 2024 | -220,896 | Sold Out | 0 | $0.00 |
| Q1 2024 | +220,896 | New Buy | 220,896 | $27.49 |
| Q4 2023 | -708 | Sold Out | 0 | $0.00 |
| Q3 2023 | -138,510 | Reduce 99.49% | 708 | $25.75 |
| Q2 2023 | +84,118 | Add 152.66% | 139,218 | $25.46 |
| Q1 2023 | +55,100 | New Buy | 55,100 | $24.14 |
Jefferies Group's Semtech Corporation Investment FAQs
Jefferies Group first purchased Semtech Corporation (SMTC) in Q1 2023, acquiring 55,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Semtech Corporation (SMTC) for 12 quarters since Q1 2023.
Jefferies Group's largest addition to Semtech Corporation (SMTC) was in Q1 2024, adding 220,896 shares worth $6.07 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 41,317 shares of Semtech Corporation (SMTC), valued at approximately $3.18 M.
As of the Q1 2026 filing, Semtech Corporation (SMTC) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Semtech Corporation (SMTC) was 220,896 shares, as reported at the end of Q1 2024.