WESTFIELD CAPITAL MANAGEMENT CO LP

Position in SMTC — Semtech Corp

CIK 1177719 BOSTON, MA

Position in SMTC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$183,419,425

+$84,954,553 QoQ

Shares Held

1,133,268

-11.5% QoQ

Ownership

1.22%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#18

of 576 holders

Holding Since

Sep 2021

10 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Technology · as of Jun 30, 2026

WESTFIELD CAPITAL MANAGEMENT CO LP holds $3,892,895,572 across 19 Semiconductors names. SMTC ranks #6 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	8,079,926	$1,616,712,393
2	AVGO	Broadcom Inc.	1,556,522	$587,976,185
3	MU	Micron Technology Inc	228,203	$263,412,440
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	510,999	$244,037,792
5	AMD	Advanced Micro Devices Inc	403,081	$234,153,783
6	SMTC	Semtech Corp This page	1,133,268	$183,419,425
7	MCHP	Microchip Technology Inc	1,639,111	$149,486,923
8	ALAB	Astera Labs, Inc.	249,299	$120,416,402

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$183,419,425	1,133,268	-11.5%	Shares	Sole	2026-08-12
2026-03-31	$98,464,872	1,280,594	-47.7%	Shares	Sole	2026-05-11
2025-12-31	$180,438,218	2,448,612	-27.6%	Shares	Sole	2026-02-11
2025-09-30	$241,527,650	3,380,373	+23.0%	Shares	Sole	2025-11-12
2025-06-30	$124,011,316	2,747,260	+107.8%	Shares	Sole	2025-08-12
2025-03-31	$45,488,874	1,322,351	+157.3%	Shares	Sole	2025-05-09
2022-06-30	$28,255,569	514,018	+60.7%	Shares	Sole	2022-08-12
2022-03-31	$22,175,833	319,813	-0.5%	Shares	Sole	2022-05-16
2021-12-31	$28,577,477	321,348	-2.9%	Shares	Sole	2022-02-10
2021-09-30	$25,812,202	331,053	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.