EMERALD MUTUAL FUND ADVISERS TRUST

Mutual Fund

CIK

1352895

City

Leola

State / Country

PA

Stock

SMTC — Semtech Corp

Top Portfolio Positions

195 positions · $1,972,030,573 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
MOD	Modine Manufacturing Co Consumer Cyclical	236,071	$51,158,946	2.59%
GH	Guardant Health, Inc. Healthcare	519,545	$47,990,371	2.43%
BE	Bloom Energy Corp Industrials	352,178	$47,716,597	2.42%
TTMI	Ttm Technologies Inc Technology	470,005	$45,787,887	2.32%
COGT	Cogent Biosciences, Inc. Healthcare	1,028,832	$39,599,743	2.01%
VSEC	Vse Corp Industrials	195,915	$36,126,726	1.83%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	510,656	$36,006,354	1.83%
FN	Fabrinet Technology	65,010	$33,904,015	1.72%
AGX	Argan Inc Industrials	58,943	$32,103,304	1.63%
AIR	Aar Corp Industrials	280,257	$30,676,931	1.56%

Portfolio Trend

25 quarters · across all stocks

Holdings in SMTC

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,916,494	285,037	0.0%	Shares	Sole	2026-05-04
2025-12-31	$21,004,376	285,037	+14.7%	Shares	Sole	2026-02-09
2025-09-30	$17,750,752	248,436	+25.3%	Shares	Sole	2025-10-30
2022-06-30	$10,900,605	198,301	-37.1%	Shares	Sole	2022-07-29
2022-03-31	$21,856,522	315,208	-26.0%	Shares	Sole	2022-04-29
2021-12-31	$37,865,949	425,795	-0.4%	Shares	Sole	2022-02-02
2021-09-30	$33,316,970	427,305	+19.2%	Shares	Sole	2021-10-28
2021-06-30	$24,671,129	358,592	+13.2%	Shares	Sole	2021-07-29
2021-03-31	$21,864,168	316,872	0.0%	Shares	Sole	2021-04-29
2020-12-31	$22,843,302	316,872	+19.8%	Shares	Sole	2021-01-29
2020-09-30	$14,008,131	264,504	+57.2%	Shares	Sole	2020-10-28
2020-06-30	$8,784,396	168,219	—	Shares	Sole	2020-07-28
No 13F history on record for this holder in this stock.