Position in SMTC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,443,015
+$3,075,957 QoQ
Shares Held
33,630
+9.2% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#197
of 576 holders
Holding Since
Dec 2020
10 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, 2026Lisanti Capital Growth, LLC holds $44,173,326 across 12 Semiconductors names. SMTC ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALGM |
Allegro Microsystems, Inc.
|
107,865 | $7,509,561 | |
| 2 | SIMO |
Silicon Motion Technology CORP
|
19,600 | $6,533,268 | |
| 3 | LSCC |
Lattice Semiconductor Corp
|
36,365 | $5,562,390 | |
| 4 | SMTC |
Semtech Corp
This page
|
33,630 | $5,443,015 | |
| 5 | LASR |
Nlight, Inc.
|
67,128 | $4,673,451 | |
| 6 | ALAB |
Astera Labs, Inc.
|
6,345 | $3,064,761 | |
| 7 | POWI |
Power Integrations Inc
|
34,790 | $2,914,010 | |
| 8 | MXL |
Maxlinear, Inc
|
21,410 | $2,741,122 |
All Filings in SMTC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,443,015 | 33,630 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,367,058 | 30,785 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,982,207 | 54,040 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,318,438 | 60,440 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $6,595,065 | 106,630 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,751,607 | 104,065 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,940,855 | 64,955 | Shares | Sole | 2024-08-01 | |
| 2023-12-31 | $1,724,536 | 78,710 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,807,907 | 70,210 | Shares | Sole | 2023-11-03 | |
| 2020-12-31 | $5,539,756 | 76,845 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||