Position in SMTC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,246,142
-$5,944,769 QoQ
Shares Held
42,218
-66.2% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SMTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026SummitTX Capital, L.P. holds $83,872,379 across 16 Semiconductors names. SMTC ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
144,036 | $25,119,878 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
52,220 | $17,647,749 | |
| 3 | NXPI |
NXP Semiconductors N.V.
|
55,209 | $10,868,443 | |
| 4 | RMBS |
Rambus Inc
|
80,674 | $6,940,384 | |
| 5 | ADI |
Analog Devices Inc
|
16,576 | $5,273,488 | |
| 6 | SWKS |
Skyworks Solutions, Inc.
|
64,934 | $3,477,215 | |
| 7 | SMTC |
Semtech Corp
This page
|
42,218 | $3,246,142 | |
| 8 | SIMO |
Silicon Motion Technology CORP
|
24,361 | $2,735,496 |
All Filings in SMTC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,246,142 | 42,218 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,190,911 | 124,724 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,014,917 | 196,150 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,348,769 | 273,566 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||