Position in SMTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,783,023
New position
Shares Held
60,445
first reported quarter
Ownership
0.065%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#155
of 576 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $204,012,538 across 11 Semiconductors names. SMTC ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADI |
Analog Devices Inc
|
135,169 | $53,685,071 | |
| 2 | AVGO |
Broadcom Inc.
|
135,358 | $51,131,484 | |
| 3 | NVDA |
Nvidia Corp
|
222,332 | $44,486,409 | |
| 4 | SITM |
SITIME Corp
|
16,670 | $12,428,485 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
79,865 | $12,216,150 | |
| 6 | MU |
Micron Technology Inc
|
8,964 | $10,347,055 | |
| 7 | SMTC |
Semtech Corp
This page
|
60,445 | $9,783,023 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
25,396 | $9,659,876 |
All Filings in SMTC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,783,023 | 60,445 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||