Position in SMTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$89,017,500
+$27,505,500 QoQ
Shares Held
550,000
-31.2% QoQ
Ownership
0.590%
of shares outstanding
% of Portfolio
3.20%
of 13F equity value
Holder Rank
#43
of 576 holders
Holding Since
Mar 2026
2 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, 2026Dorsal Capital Management, LP holds $361,232,400 across 2 Semiconductors names. SMTC ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
570,000 | $272,214,900 | |
| 2 | SMTC |
Semtech Corp
This page
|
550,000 | $89,017,500 |
All Filings in SMTC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,017,500 | 550,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $61,512,000 | 800,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||