Ken Fisher's SMTC Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 7,001 shares of Semtech Corporation (SMTC) worth $515,903, representing 0.00% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in SMTC, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2019, adding 1.16 M shares. Largest reduction occurred in Q1 2025, reducing 911,364 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Semtech Corporation (SMTC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Semtech Corporation (SMTC) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -17,068 | Reduce 70.91% | 7,001 | $73.69 |
| Q3 2025 | -1,711 | Reduce 6.64% | 24,069 | $71.45 |
| Q2 2025 | -2,343 | Reduce 8.33% | 25,780 | $45.14 |
| Q1 2025 | -911,364 | Reduce 97.01% | 28,123 | $34.40 |
| Q4 2024 | -105,404 | Reduce 10.09% | 939,487 | $61.85 |
| Q3 2024 | -4,245 | Reduce 0.40% | 1.04 M | $45.66 |
| Q2 2024 | -25,298 | Reduce 2.35% | 1.05 M | $29.88 |
| Q1 2024 | -3,334 | Reduce 0.31% | 1.07 M | $27.49 |
| Q4 2023 | -124,207 | Reduce 10.33% | 1.08 M | $21.91 |
| Q3 2023 | -49,711 | Reduce 3.97% | 1.2 M | $25.75 |
| Q2 2023 | +22,017 | Add 1.79% | 1.25 M | $25.46 |
| Q1 2023 | -67,959 | Reduce 5.24% | 1.23 M | $24.14 |
| Q4 2022 | -5,541 | Reduce 0.43% | 1.3 M | $28.69 |
| Q3 2022 | -2,645 | Reduce 0.20% | 1.3 M | $29.41 |
| Q2 2022 | +28,674 | Add 2.25% | 1.31 M | $54.97 |
| Q1 2022 | -10,618 | Reduce 0.82% | 1.28 M | $69.34 |
| Q4 2021 | -3,459 | Reduce 0.27% | 1.29 M | $88.93 |
| Q3 2021 | -10,514 | Reduce 0.81% | 1.29 M | $77.97 |
| Q2 2021 | +129,478 | Add 11.05% | 1.3 M | $68.80 |
| Q1 2021 | -70,237 | Reduce 5.65% | 1.17 M | $69.00 |
| Q4 2020 | -22,164 | Reduce 1.75% | 1.24 M | $72.09 |
| Q3 2020 | -50,647 | Reduce 3.85% | 1.26 M | $52.96 |
| Q2 2020 | -72,726 | Reduce 5.24% | 1.32 M | $52.22 |
| Q1 2020 | -132,828 | Reduce 8.73% | 1.39 M | $37.50 |
| Q4 2019 | -92,162 | Reduce 5.71% | 1.52 M | $52.90 |
| Q3 2019 | +90,714 | Add 5.96% | 1.61 M | $48.61 |
| Q2 2019 | +6,389 | Add 0.42% | 1.52 M | $48.05 |
| Q1 2019 | +1.16 M | Add 324.30% | 1.52 M | $50.91 |
| Q4 2018 | -48 | Reduce 0.01% | 357,272 | $45.87 |
| Q3 2018 | -25,732 | Reduce 6.72% | 357,320 | $55.60 |
| Q2 2018 | -33,762 | Reduce 8.10% | 383,052 | $47.05 |
| Q1 2018 | -22,576 | Reduce 5.14% | 416,814 | $39.05 |
| Q4 2017 | +25,167 | Add 6.08% | 439,390 | $34.20 |
| Q3 2017 | +6,900 | Add 1.69% | 414,223 | $37.55 |
| Q2 2017 | +327,351 | Add 409.33% | 407,323 | $35.75 |
| Q1 2017 | +33,479 | Add 72.01% | 79,972 | $33.80 |
| Q4 2016 | -52,494 | Reduce 53.03% | 46,493 | $31.55 |
| Q3 2016 | -33,068 | Reduce 25.04% | 98,987 | $27.73 |
| Q2 2016 | -15,226 | Reduce 10.34% | 132,055 | $24.35 |
| Q1 2016 | +6 | Add 0.00% | 147,281 | $23.00 |
| Q4 2015 | +35,152 | Add 31.35% | 147,275 | $18.92 |
| Q3 2015 | +112,123 | New Buy | 112,123 | $15.10 |
Ken Fisher's Semtech Corporation Investment FAQs
Ken Fisher first purchased Semtech Corporation (SMTC) in Q3 2015, acquiring 112,123 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Semtech Corporation (SMTC) for 42 quarters since Q3 2015.
Ken Fisher's largest addition to Semtech Corporation (SMTC) was in Q1 2019, adding 1,515,914 shares worth $77.18 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 7,001 shares of Semtech Corporation (SMTC), valued at approximately $515,903.
As of the Q4 2025 filing, Semtech Corporation (SMTC) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Semtech Corporation (SMTC) was 1,613,017 shares, as reported at the end of Q3 2019.