UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in SMTC — Semtech Corp
CIK 861177
NEW YORK, NY
Position in SMTC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$136,297,926
+$123,251,390 QoQ
Shares Held
842,125
+396.3% QoQ
Ownership
0.904%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#23
of 576 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in SMTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $94,732,474,900 across 53 Semiconductors names. SMTC ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
194,380,101 | $38,893,514,403 | |
| 2 | AVGO |
Broadcom Inc.
|
40,180,530 | $15,178,195,203 | |
| 3 | MU |
Micron Technology Inc
|
8,898,442 | $10,271,382,609 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
17,548,481 | $10,194,088,091 | |
| 5 | INTC |
Intel Corp
|
46,239,139 | $6,456,370,974 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
9,120,029 | $2,716,765,433 | |
| 7 | TXN |
Texas Instruments Inc
|
8,825,046 | $2,630,481,456 | |
| 8 | ADI |
Analog Devices Inc
|
5,840,764 | $2,319,776,231 |
All Filings in SMTC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,297,926 | 842,125 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $13,046,536 | 169,678 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $15,502,751 | 210,378 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,666,567 | 163,283 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,171,862 | 269,647 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,166,399 | 411,814 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $24,071,088 | 389,185 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $18,939,808 | 414,801 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,155,826 | 139,084 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,396,301 | 87,170 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,909,893 | 87,170 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,138,098 | 83,033 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,018,720 | 79,290 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,914,058 | 79,290 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,123,603 | 74,019 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,118,636 | 72,038 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,857,861 | 88,373 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,354,731 | 91,646 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,475,541 | 84,061 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,719,528 | 86,181 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,656,252 | 82,213 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,611,218 | 81,322 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,675,428 | 78,727 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $5,240,284 | 98,948 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,818,076 | 92,265 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,617,249 | 96,460 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||