Position in SMTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,747,265
+$20,839,497 QoQ
Shares Held
257,938
-9.1% QoQ
Ownership
0.277%
of shares outstanding
% of Portfolio
3.87%
of 13F equity value
Holder Rank
#67
of 576 holders
Holding Since
Sep 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, 2026Alta Park Capital, LP holds $305,552,996 across 7 Semiconductors names. SMTC ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRVL |
Marvell Technology, Inc.
|
213,865 | $63,708,244 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
99,017 | $57,519,965 | |
| 3 | SMTC |
Semtech Corp
This page
|
257,938 | $41,747,265 | |
| 4 | GFS |
GLOBALFOUNDRIES Inc.
|
471,201 | $38,831,674 | |
| 5 | STM |
STMicroelectronics N.V.
|
506,977 | $37,967,507 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
131,216 | $34,200,138 | |
| 7 | NVDA |
Nvidia Corp
|
157,820 | $31,578,203 |
All Filings in SMTC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,747,265 | 257,938 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $20,907,768 | 283,726 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,548,506 | 203,618 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||