Position in SMTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,672,764
+$8,112,003 QoQ
Shares Held
84,478
+16.8% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#129
of 576 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Nicholas Investment Partners, LP holds $193,986,382 across 16 Semiconductors names. SMTC ranks #8 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
126,682 | $25,347,801 | |
| 2 | LSCC |
Lattice Semiconductor Corp
|
146,318 | $22,380,801 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
44,929 | $21,456,742 | |
| 4 | SITM |
SITIME Corp
|
27,562 | $20,549,124 | |
| 5 | AVGO |
Broadcom Inc.
|
52,405 | $19,795,988 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
12,129 | $16,766,644 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
36,127 | $13,741,626 | |
| 8 | SMTC |
Semtech Corp
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|
84,478 | $13,672,764 |
All Filings in SMTC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,672,764 | 84,478 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,560,761 | 72,321 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,745,562 | 64,399 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||