EMERALD ADVISERS, LLC

CIK

1015083

City

LEOLA

State / Country

PA

Stock

SMTC — Semtech Corp

Top Portfolio Positions

247 positions · $3,132,584,086 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
MOD	Modine Manufacturing Co Consumer Cyclical	378,118	$81,941,951	2.62%
GH	Guardant Health, Inc. Healthcare	841,917	$77,767,873	2.48%
BE	Bloom Energy Corp Industrials	541,787	$73,406,720	2.34%
TTMI	Ttm Technologies Inc Technology	750,417	$73,105,624	2.33%
COGT	Cogent Biosciences, Inc. Healthcare	1,588,132	$61,127,200	1.95%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	835,929	$58,941,353	1.88%
VSEC	Vse Corp Industrials	314,789	$58,047,091	1.85%
FN	Fabrinet Technology	107,493	$56,059,749	1.79%
AGX	Argan Inc Industrials	95,272	$51,889,894	1.66%
AIR	Aar Corp Industrials	445,693	$48,785,555	1.56%

Portfolio Trend

25 quarters · across all stocks

Holdings in SMTC

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$35,140,114	457,018	-2.9%	Shares	Sole	2026-05-04
2025-12-31	$34,689,641	470,751	+12.3%	Shares	Sole	2026-02-09
2025-09-30	$29,944,266	419,094	+89.9%	Shares	Sole	2025-10-30
2022-06-30	$12,132,153	220,705	-42.3%	Shares	Sole	2022-07-29
2022-03-31	$26,539,122	382,739	-5.1%	Shares	Sole	2022-04-29
2021-12-31	$35,862,890	403,271	-1.9%	Shares	Sole	2022-02-02
2021-09-30	$32,068,359	411,291	+30.1%	Shares	Sole	2021-10-28
2021-06-30	$21,750,294	316,138	+2.3%	Shares	Sole	2021-07-29
2021-03-31	$21,322,932	309,028	-6.9%	Shares	Sole	2021-04-29
2020-12-31	$23,918,596	331,788	+16.2%	Shares	Sole	2021-01-29
2020-09-30	$15,119,762	285,494	+56.3%	Shares	Sole	2020-10-28
2020-06-30	$9,540,594	182,700	—	Shares	Sole	2020-07-28
No 13F history on record for this holder in this stock.