Position in SMTC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,870,338
-$1,288,456 QoQ
Shares Held
11,556
-71.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#291
of 576 holders
Holding Since
Sep 2025
4 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, 2026Katamaran Capital LLP holds $21,963,534 across 8 Semiconductors names. SMTC ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADI |
Analog Devices Inc
|
14,732 | $5,851,108 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
9,868 | $4,712,660 | |
| 3 | TSEM |
Tower Semiconductor Ltd
|
10,169 | $2,650,448 | |
| 4 | AVGO |
Broadcom Inc.
|
5,383 | $2,033,428 | |
| 5 | SMTC |
Semtech Corp
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|
11,556 | $1,870,338 | |
| 6 | SITM |
SITIME Corp
|
2,371 | $1,767,722 | |
| 7 | TXN |
Texas Instruments Inc
|
5,506 | $1,641,173 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
3,777 | $1,436,657 |
All Filings in SMTC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,870,338 | 11,556 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,158,794 | 41,082 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,216,990 | 16,515 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,097,000 | 43,345 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||