Position in SMTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,803,500
New position
Shares Held
110,000
first reported quarter
Ownership
0.118%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#112
of 576 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026Ardmore Road Asset Management LP holds $192,835,277 across 10 Semiconductors names. SMTC ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
125,000 | $72,613,750 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
112,800 | $53,869,896 | |
| 3 | QCOM |
Qualcomm Inc/De
|
211,200 | $39,027,648 | |
| 4 | SMTC |
Semtech Corp
This page
|
110,000 | $17,803,500 | |
| 5 | STM |
STMicroelectronics N.V.
|
60,000 | $4,493,400 | |
| 6 | MU |
Micron Technology Inc
|
900 | $1,038,861 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
3,400 | $1,012,826 | |
| 8 | NVDA |
Nvidia Corp
|
5,000 | $1,000,450 |
All Filings in SMTC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,803,500 | 110,000 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||