UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK

861177

City

NEW YORK

State / Country

Stock

SMTC — Semtech Corp

Top Portfolio Positions

3,057 positions · $462,638,919,368 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	198,975,239	$34,701,281,677	7.50%
AAPL	Apple Inc. Technology	105,510,753	$26,777,573,998	5.79%
MSFT	Microsoft Corp Technology	63,832,188	$23,628,761,025	5.11%
AMZN	Amazon Com Inc Consumer Cyclical	73,870,444	$15,384,997,367	3.33%
GOOGL	Alphabet Inc. Communication Services	45,196,290	$12,996,645,147	2.81%
AVGO	Broadcom Inc. Technology	39,039,932	$12,083,249,345	2.61%
TSLA	Tesla, Inc. Consumer Cyclical	19,749,768	$7,341,976,247	1.59%
META	Meta Platforms, Inc. Communication Services	12,673,154	$7,250,691,590	1.57%
LLY	ELI LILLY & Co Healthcare	7,072,021	$6,504,632,749	1.41%
JPM	Jpmorgan Chase & Co Financial Services	18,698,779	$5,500,432,825	1.19%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,046,536	169,678	-19.3%	Shares	Defined	2026-05-13
2025-12-31	$15,502,751	210,378	+28.8%	Shares	Defined	2026-02-13
2025-09-30	$11,666,567	163,283	-39.4%	Shares	Sole	2025-11-14
2025-06-30	$12,171,862	269,647	-34.5%	Shares	Defined	2025-08-14
2025-03-31	$14,166,399	411,814	+5.8%	Shares	Defined	2025-05-19
2024-12-31	$24,071,088	389,185	-6.2%	Shares	Defined	2025-02-14
2024-09-30	$18,939,808	414,801	+198.2%	Shares	Defined	2024-11-14
2024-06-30	$4,155,826	139,084	+59.6%	Shares	Defined	2024-08-14
2024-03-31	$2,396,301	87,170	0.0%	Shares	Defined	2024-05-15
2023-12-31	$1,909,893	87,170	+5.0%	Shares	Defined	2024-02-14
2023-09-30	$2,138,098	83,033	+4.7%	Shares	Defined	2023-11-13
2023-06-30	$2,018,720	79,290	0.0%	Shares	Defined	2023-08-11
2023-03-31	$1,914,058	79,290	+7.1%	Shares	Defined	2023-05-15
2022-12-31	$2,123,603	74,019	+2.7%	Shares	Defined	2023-02-14
2022-09-30	$2,118,636	72,038	-18.5%	Shares	Defined	2022-11-14
2022-06-30	$4,857,861	88,373	-3.6%	Shares	Defined	2022-08-12
2022-03-31	$6,354,731	91,646	+9.0%	Shares	Defined	2022-05-16
2021-12-31	$7,475,541	84,061	-2.5%	Shares	Defined	2022-02-14
2021-09-30	$6,719,528	86,181	+4.8%	Shares	Defined	2021-11-15
2021-06-30	$5,656,252	82,213	+1.1%	Shares	Defined	2021-08-16
2021-03-31	$5,611,218	81,322	+3.3%	Shares	Defined	2021-05-14
2020-12-31	$5,675,428	78,727	-20.4%	Shares	Defined	2021-03-01
2020-09-30	$5,240,284	98,948	+7.2%	Shares	Defined	2020-11-13
2020-06-30	$4,818,076	92,265	-4.3%	Shares	Defined	2020-08-14
2020-03-31	$3,617,249	96,460	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.