Position in SMTC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,580,387
+$2,696,810 QoQ
Shares Held
59,193
-33.9% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#157
of 574 holders
Holding Since
Sep 2023
5 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in SMTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Hodges Capital Management Inc. holds $171,705,633 across 10 Semiconductors names. SMTC ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
45,882 | $52,961,133 | |
| 2 | NVDA |
Nvidia Corp
|
213,605 | $42,740,224 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
38,958 | $18,605,172 | |
| 4 | MXL |
Maxlinear, Inc
|
133,645 | $17,110,569 | |
| 5 | AVGO |
Broadcom Inc.
|
34,812 | $13,150,233 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
44,320 | $11,551,564 | |
| 7 | SMTC |
Semtech Corp
This page
|
59,193 | $9,580,387 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
14,852 | $4,424,262 |
All Filings in SMTC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,580,387 | 59,193 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,883,577 | 89,525 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,066,381 | 82,323 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,624,315 | 64,721 | Shares | Sole | 2025-11-07 | |
| 2023-09-30 | $1,867,261 | 72,515 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||