CORSAIR CAPITAL MANAGEMENT, L.P.

Position in SMTC — Semtech Corp

CIK 1276470 NEW YORK, NY

Position in SMTC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$323,700

New position

Shares Held

2,000

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#439

of 576 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CORSAIR CAPITAL MANAGEMENT, L.P. holds $13,535,127 across 5 Semiconductors names. SMTC ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc	9,001	$10,389,764
2	NVDA	Nvidia Corp	5,001	$1,000,650
3	INTC	Intel Corp	7,004	$977,968
4	CRDO	Credo Technology Group Holding Ltd	3,100	$843,045
5	SMTC	Semtech Corp This page	2,000	$323,700

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,700	2,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.