Position in SMTC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$108,001,048
+$50,765,670 QoQ
Shares Held
667,291
-10.4% QoQ
Ownership
0.716%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#36
of 576 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SMTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026JENNISON ASSOCIATES LLC holds $35,020,867,836 across 23 Semiconductors names. SMTC ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
64,347,295 | $12,875,250,256 | |
| 2 | AVGO |
Broadcom Inc.
|
21,406,143 | $8,086,170,518 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
9,972,952 | $5,793,387,546 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
10,687,770 | $5,104,158,318 | |
| 5 | TXN |
Texas Instruments Inc
|
3,136,901 | $935,016,080 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
2,655,290 | $722,106,115 | |
| 7 | MU |
Micron Technology Inc
|
529,195 | $610,844,496 | |
| 8 | MPWR |
Monolithic Power Systems, Inc.
|
185,502 | $256,430,544 |
All Filings in SMTC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,001,048 | 667,291 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $57,235,378 | 744,380 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $47,443,684 | 643,828 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $28,664,238 | 401,179 | Shares | Defined | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||