Position in SMTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,097,809
+$1,982,904 QoQ
Shares Held
19,140
+32.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#254
of 576 holders
Holding Since
Mar 2026
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, 2026Sphera Management Technology Funds Ltd holds $75,897,864 across 14 Semiconductors names. SMTC ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
30,810 | $17,897,837 | |
| 2 | AVGO |
Broadcom Inc.
|
34,350 | $12,975,712 | |
| 3 | NVDA |
Nvidia Corp
|
49,880 | $9,980,489 | |
| 4 | INTC |
Intel Corp
|
66,550 | $9,292,376 | |
| 5 | TXN |
Texas Instruments Inc
|
14,200 | $4,232,594 | |
| 6 | ADI |
Analog Devices Inc
|
9,455 | $3,755,242 | |
| 7 | ALGM |
Allegro Microsystems, Inc.
|
47,550 | $3,310,431 | |
| 8 | SMTC |
Semtech Corp
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|
19,140 | $3,097,809 |
All Filings in SMTC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,097,809 | 19,140 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,114,905 | 14,500 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||