Position in SMTC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,701,845
-$3,664,590 QoQ
Shares Held
66,122
-64.6% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#144
of 576 holders
Holding Since
Mar 2020
18 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, 2026WCM INVESTMENT MANAGEMENT, LLC holds $5,462,318,730 across 10 Semiconductors names. SMTC ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
9,261,509 | $4,423,018,852 | |
| 2 | NVDA |
Nvidia Corp
|
4,767,428 | $953,914,668 | |
| 3 | SITM |
SITIME Corp
|
27,207 | $20,284,450 | |
| 4 | RMBS |
Rambus Inc
|
130,986 | $17,387,081 | |
| 5 | TSEM |
Tower Semiconductor Ltd
|
45,228 | $11,788,225 | |
| 6 | STM |
STMicroelectronics N.V.
|
152,034 | $11,385,826 | |
| 7 | SMTC |
Semtech Corp
This page
|
66,122 | $10,701,845 | |
| 8 | MXL |
Maxlinear, Inc
|
78,031 | $9,990,308 |
All Filings in SMTC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,701,845 | 66,122 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,366,435 | 186,844 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $20,953,530 | 284,347 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $36,588,973 | 512,092 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $23,215,817 | 514,307 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,442,482 | 245,421 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $15,216,460 | 246,022 | Shares | Sole | 2025-02-11 | |
| 2022-09-30 | $5,213,422 | 177,267 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $9,650,203 | 175,554 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $12,165,286 | 175,444 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $14,409,950 | 162,037 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $12,929,063 | 165,821 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $11,332,529 | 164,717 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $10,922,217 | 158,293 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $11,672,884 | 161,921 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $11,935,330 | 225,365 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $11,470,749 | 219,662 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $7,965,037 | 212,401 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||