SILVERCREST ASSET MANAGEMENT GROUP LLC

CIK

1232395

City

NEW YORK

State / Country

NY

Stock

SMTC — Semtech Corp

Top Portfolio Positions

725 positions · $12,786,481,082 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AVGO	Broadcom Inc. Technology	852,991	$264,009,244	2.06%
MSFT	Microsoft Corp Technology	649,012	$240,244,772	1.88%
AAPL	Apple Inc. Technology	778,332	$197,532,878	1.54%
CSCO	Cisco Systems, Inc. Technology	1,962,931	$152,303,816	1.19%
ESI	Element Solutions Inc Basic Materials	4,366,956	$149,087,877	1.17%
GOOGL	Alphabet Inc. Communication Services	510,008	$146,657,900	1.15%
WMB	Williams Companies, Inc. Energy	1,937,415	$141,005,063	1.10%
JNJ	Johnson & Johnson Healthcare	563,286	$137,689,629	1.08%
ATO	Atmos Energy Corp Utilities	707,225	$130,638,602	1.02%
BWA	Borgwarner Inc Consumer Cyclical	2,380,293	$129,154,698	1.01%

Portfolio Trend

25 quarters · across all stocks

Holdings in SMTC

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,076,824	261,111	-10.0%	Shares	Sole	2026-05-15
2025-12-31	$21,384,248	290,192	-7.3%	Shares	Sole	2026-02-17
2025-09-30	$22,370,494	313,093	-58.1%	Shares	Sole	2025-11-14
2022-09-30	$21,954,417	746,495	-5.6%	Shares	Sole	2022-11-14
2022-06-30	$43,488,031	791,123	+28.2%	Shares	Sole	2022-08-15
2022-03-31	$42,773,903	616,872	+10.7%	Shares	Sole	2022-05-16
2021-12-31	$49,555,085	557,237	-20.4%	Shares	Sole	2022-02-14
2021-09-30	$54,600,831	700,280	-1.1%	Shares	Sole	2021-11-15
2021-06-30	$48,704,344	707,912	-2.7%	Shares	Sole	2021-08-16
2021-03-31	$50,217,303	727,787	-16.7%	Shares	Sole	2021-05-17
2020-12-31	$62,988,492	873,748	-11.3%	Shares	Sole	2021-02-16
2020-09-30	$52,197,799	985,608	-1.0%	Shares	Sole	2020-11-16
2020-06-30	$51,979,160	995,388	+3.4%	Shares	Sole	2020-08-14
2020-03-31	$36,105,974	962,826	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.