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Jeremy Grantham's Semtech Corporation (SMTC) position

Not anymore: Jeremy Grantham fully exited SMTC in Q3 2023. The position peaked at $655K in Q2 2023.
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Value at exit
$655K
Shares at exit
26K
Est. average buy price (i)
$26.71
Quarter-end price
$25.46

Estimated trade prices

Average price in quarters with purchases
$26.71

SMTC price vs Grantham's position

1Y 3Y 5Y MAX
Dates
$10$50$100$150$20020222023202420252026New position of 14K shares · Q1 2023. Average closing price $31.27 · Price range $24.14–$34.7414KsharespurchasedAdded 12K shares (89.2%) · Q2 2023. Average closing price $21.59 · Price range $18.09–$25.4612Ksharespurchased
Average closing price · filing quarter
$21.59
Price range · filing quarter
$18.09 – $25.46
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q3 2023 Exited −26K −$676K −100.0% 0 Nov 13, 2023
Q2 2023 Added +12K +$262K +89.2% 26K Aug 14, 2023
Q1 2023 New +14K +$425K – 14K May 12, 2023
Data through Q3 2023 · filed Nov 13, 2023
3 grouped rows from 3 quarters

More Grantham positions

Microsoft Corporation(MSFT)
$2.3B
5.8% of portfolio

Alphabet Inc.(GOOGL)
$1.9B
5.1% of portfolio

Johnson & Johnson(JNJ)
$1.8B
4.6% of portfolio

Apple Inc.(AAPL)
$1.8B
4.5% of portfolio

Meta Platforms, Inc.(META)
$1.7B
4.5% of portfolio

Lam Research Corporation(LRCX)
$1.4B
3.8% of portfolio

Common questions

Does Jeremy Grantham own SMTC?

Not currently. Jeremy Grantham fully exited SMTC in Q3 2023, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy SMTC?

Jeremy Grantham first disclosed a SMTC position in Q1 2023; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell SMTC?

Yes. Jeremy Grantham reduced and then fully exited SMTC by Q3 2023; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of SMTC does Jeremy Grantham own?

None as of the latest filing: Jeremy Grantham has exited SMTC. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for SMTC?

Jeremy Grantham's estimated average buy price for SMTC is $26.71, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.