Position in SMTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,329,500
New position
Shares Held
70,000
first reported quarter
Ownership
0.075%
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
#139
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, 2026KP Management LLC holds $138,454,719 across 16 Semiconductors names. SMTC ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
87,500 | $17,507,875 | |
| 2 | INTC |
Intel Corp
|
120,000 | $16,755,600 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
35,000 | $16,714,950 | |
| 4 | TSEM |
Tower Semiconductor Ltd
|
61,035 | $15,908,162 | |
| 5 | AVGO |
Broadcom Inc.
|
32,500 | $12,276,875 | |
| 6 | SMTC |
Semtech Corp
This page
|
70,000 | $11,329,500 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
16,000 | $9,294,560 | |
| 8 | SITM |
SITIME Corp
|
10,000 | $7,455,600 |
All Filings in SMTC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,329,500 | 70,000 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||