CRAMER ROSENTHAL MCGLYNN LLC

Position in SMTC — Semtech Corp

CIK 820743 STAMFORD, CT

Position in SMTC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$53,109,459

+$21,235,863 QoQ

Shares Held

328,140

-20.8% QoQ

Ownership

0.352%

of shares outstanding

% of Portfolio

2.70%

of 13F equity value

Holder Rank

#60

of 576 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CRAMER ROSENTHAL MCGLYNN LLC holds $74,113,183 across 5 Semiconductors names. SMTC ranks #1 (71.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SMTC	Semtech Corp This page	328,140	$53,109,459
2	MCHP	Microchip Technology Inc	174,976	$15,957,811
3	INTC	Intel Corp	16,512	$2,305,570
4	TSEM	Tower Semiconductor Ltd	5,321	$1,386,865
5	AVGO	Broadcom Inc.	3,583	$1,353,478

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,109,459	328,140	-20.8%	Shares	Sole	2026-08-13
2026-03-31	$31,873,596	414,535	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.