EMERALD MUTUAL FUND ADVISERS TRUST

Mutual Fund

Position in SMTC — Semtech Corp

CIK 1352895 Leola, PA

Position in SMTC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$41,653,554

+$19,737,060 QoQ

Shares Held

257,359

-9.7% QoQ

Ownership

0.276%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#68

of 576 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

EMERALD MUTUAL FUND ADVISERS TRUST holds $208,405,356 across 13 Semiconductors names. SMTC ranks #1 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SMTC	Semtech Corp This page	257,359	$41,653,554
2	LASR	Nlight, Inc.	448,422	$31,219,139
3	DIOD	Diodes Inc /Del/	221,380	$24,227,827
4	MXL	Maxlinear, Inc	182,695	$23,390,440
5	SYNA	SYNAPTICS Inc	177,551	$22,057,160
6	RMBS	Rambus Inc	139,275	$18,487,363
7	PI	Impinj Inc	111,287	$15,939,637
8	POWI	Power Integrations Inc	172,196	$14,423,136

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,653,554	257,359	-9.7%	Shares	Sole	2026-08-05
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 filing history on record for this holder in this stock.