Position in SMTC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,161,183
+$1,657,323 QoQ
Shares Held
13,353
+103.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#280
of 576 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,794,869,781 across 10 Semiconductors names. SMTC ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,978,446 | $796,047,260 | |
| 2 | AVGO |
Broadcom Inc.
|
1,960,209 | $740,468,949 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
501,210 | $239,362,859 | |
| 4 | LASR |
Nlight, Inc.
|
133,448 | $9,290,649 | |
| 5 | SITM |
SITIME Corp
|
5,555 | $4,141,585 | |
| 6 | SMTC |
Semtech Corp
This page
|
13,353 | $2,161,183 | |
| 7 | WOLF |
Wolfspeed, Inc.
|
38,219 | $1,844,066 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
2,048 | $778,997 |
All Filings in SMTC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,161,183 | 13,353 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $503,860 | 6,553 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||