Position in SMTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,200,020
+$7,746,260 QoQ
Shares Held
69,200
-31.1% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#142
of 576 holders
Holding Since
Mar 2025
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, 2026Polymer Capital Management (US) LLC holds $47,276,980 across 19 Semiconductors names. SMTC ranks #1 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMTC |
Semtech Corp
This page
|
69,200 | $11,200,020 | |
| 2 | NVDA |
Nvidia Corp
|
32,737 | $6,550,346 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
8,821 | $5,124,207 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
13,793 | $4,108,796 | |
| 5 | ADI |
Analog Devices Inc
|
9,889 | $3,927,614 | |
| 6 | MCHP |
Microchip Technology Inc
|
32,882 | $2,998,838 | |
| 7 | SITM |
SITIME Corp
|
3,802 | $2,834,619 | |
| 8 | WOLF |
Wolfspeed, Inc.
|
54,648 | $2,636,766 |
All Filings in SMTC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,200,020 | 69,200 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $3,453,760 | 100,400 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||