Hood River Capital Management LLC

Position in SMTC — Semtech Corp

CIK 1578177 PALM BEACH GARDENS, FL

Position in SMTC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$364,224,326

+$188,336,222 QoQ

Shares Held

2,250,382

-1.6% QoQ

Ownership

2.42%

of shares outstanding

% of Portfolio

2.65%

of 13F equity value

Holder Rank

of 576 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

Hood River Capital Management LLC holds $802,708,007 across 10 Semiconductors names. SMTC ranks #1 (45.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SMTC	Semtech Corp This page	2,250,382	$364,224,326
2	LSCC	Lattice Semiconductor Corp	1,469,538	$224,780,532
3	SITM	SITIME Corp	133,699	$99,680,626
4	LASR	Nlight, Inc.	836,229	$58,218,262
5	SIMO	Silicon Motion Technology CORP	52,591	$17,530,158
6	MPWR	Monolithic Power Systems, Inc.	11,027	$15,243,283
7	AMBQ	Ambiq Micro, Inc.	121,738	$10,749,465
8	TSEM	Tower Semiconductor Ltd	29,148	$7,597,134

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,224,326	2,250,382	-1.6%	Shares	Sole	2026-08-14
2026-03-31	$175,888,104	2,287,529	+2.3%	Shares	Sole	2026-05-15
2025-12-31	$164,787,346	2,236,224	+1.8%	Shares	Sole	2026-02-17
2025-09-30	$156,951,571	2,196,663	-2.1%	Shares	Sole	2025-11-14
2025-06-30	$101,322,643	2,244,631	+36.0%	Shares	Sole	2025-08-14
2025-03-31	$56,763,508	1,650,102	-52.2%	Shares	Sole	2025-05-15
2024-12-31	$213,385,097	3,450,042	+1.8%	Shares	Sole	2025-02-14
2024-09-30	$154,801,052	3,390,299	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.