Position in SMTC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$123,641,099
+$3,843,865 QoQ
Shares Held
763,924
-51.0% QoQ
Ownership
0.820%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#28
of 576 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SMTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Artisan Partners Limited Partnership holds $4,235,227,515 across 20 Semiconductors names. SMTC ranks #12 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
1,612,184 | $609,002,506 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,176,856 | $562,031,119 | |
| 3 | LSCC |
Lattice Semiconductor Corp
|
3,472,509 | $531,154,976 | |
| 4 | NVDA |
Nvidia Corp
|
2,256,045 | $451,412,044 | |
| 5 | SITM |
SITIME Corp
|
485,123 | $361,688,303 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
508,327 | $295,292,237 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
627,850 | $238,815,304 | |
| 8 | MU |
Micron Technology Inc
|
186,067 | $214,775,277 |
All Filings in SMTC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,641,099 | 763,924 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $119,797,234 | 1,558,034 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $36,373,752 | 493,605 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,696,664 | 317,658 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||