Position in SMTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$923,839
+$487,258 QoQ
Shares Held
5,708
+0.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#342
of 574 holders
Holding Since
Dec 2022
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, 2026Numerai GP LLC holds $9,183,712 across 8 Semiconductors names. SMTC ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMBQ |
Ambiq Micro, Inc.
|
24,192 | $2,136,153 | |
| 2 | AIP |
Arteris, Inc.
|
35,870 | $1,742,923 | |
| 3 | AOSL |
ALPHA & OMEGA SEMICONDUCTOR Ltd
|
32,941 | $1,559,097 | |
| 4 | SIMO |
Silicon Motion Technology CORP
|
4,052 | $1,350,653 | |
| 5 | SMTC |
Semtech Corp
This page
|
5,708 | $923,839 | |
| 6 | CEVA |
Ceva Inc
|
14,112 | $665,521 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
711 | $413,027 | |
| 8 | INTC |
Intel Corp
|
2,811 | $392,499 |
All Filings in SMTC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $923,839 | 5,708 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $436,581 | 5,678 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $1,046,502 | 16,920 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,701,885 | 37,273 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,233,655 | 41,287 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,107,187 | 40,276 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $209,021 | 9,540 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $5,305,074 | 208,369 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,303,968 | 219,717 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,070,268 | 176,726 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||