Position in SMTC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$315,941
New position
Shares Held
4,109
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Mar 31, 2026VARCOV Co. holds $3,048,479 across 7 Semiconductors names. SMTC ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LASR |
Nlight, Inc.
|
15,628 | $891,108 | |
| 2 | INDI |
indie Semiconductor, Inc.
|
210,285 | $677,117 | |
| 3 | CEVA |
Ceva Inc
|
30,552 | $570,711 | |
| 4 | SMTC |
Semtech Corp
This page
|
4,109 | $315,941 | |
| 5 | QCOM |
Qualcomm Inc/De
|
1,724 | $222,016 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
|
4,862 | $216,261 | |
| 7 | NVTS |
Navitas Semiconductor Corp
|
17,711 | $155,325 |
All Filings in SMTC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $315,941 | 4,109 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||