Position in SMTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$154,572,091
-$15,104,762 QoQ
Shares Held
955,033
-56.7% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
2.62%
of 13F equity value
Holder Rank
#19
of 576 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SMTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026DISCIPLINED GROWTH INVESTORS INC /MN holds $387,928,733 across 4 Semiconductors names. SMTC ranks #2 (39.8% of the industry book) .
All Filings in SMTC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,572,091 | 955,033 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $169,676,853 | 2,206,748 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $206,427,133 | 2,801,291 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $195,014,343 | 2,729,382 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $130,659,355 | 2,894,536 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $95,584,356 | 2,778,615 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $166,559,266 | 2,692,955 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $119,171,869 | 2,609,984 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $74,550,151 | 2,494,985 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $15,473,268 | 562,869 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,778,076 | 491,925 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,196,900 | 512,501 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $12,898,825 | 506,631 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,003,566 | 497,248 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,837,855 | 552,034 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,474,393 | 560,163 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $30,570,081 | 556,123 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||