JACOBS LEVY EQUITY MANAGEMENT, INC

Position in SMTC — Semtech Corp

CIK 884414 FLORHAM PARK, NJ

Position in SMTC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,082,141

+$4,434,514 QoQ

Shares Held

49,936

-38.2% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#165

of 574 holders

Holding Since

Sep 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

JACOBS LEVY EQUITY MANAGEMENT, INC holds $3,083,938,498 across 15 Semiconductors names. SMTC ranks #8 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	8,842,786	$1,769,353,050
2	MU	Micron Technology Inc	655,543	$756,686,729
3	AVGO	Broadcom Inc.	605,681	$228,795,997
4	TXN	Texas Instruments Inc	504,890	$150,492,562
5	CRUS	Cirrus Logic, Inc.	616,244	$91,530,721
6	AIP	Arteris, Inc.	981,795	$47,705,419
7	CRDO	Credo Technology Group Holding Ltd	60,353	$16,412,998
8	SMTC	Semtech Corp This page	49,936	$8,082,141

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,082,141	49,936	-38.2%	Shares	Sole	2026-08-14
2025-06-30	$3,647,627	80,807	-76.5%	Shares	Sole	2025-08-14
2025-03-31	$11,837,624	344,117	-10.0%	Shares	Sole	2025-05-15
2024-12-31	$23,661,150	382,557	+6.3%	Shares	Sole	2025-02-14
2024-09-30	$16,437,873	360,006	-5.9%	Shares	Sole	2024-11-14
2024-06-30	$11,437,167	382,770	+2656.3%	Shares	Sole	2024-08-14
2023-12-31	$304,264	13,887	-98.2%	Shares	Sole	2024-02-14
2023-03-31	$18,474,293	765,298	-4.7%	Shares	Sole	2023-05-15
2022-12-31	$23,042,889	803,168	+116.1%	Shares	Sole	2023-02-14
2022-09-30	$10,928,667	371,597	—	Shares	Sole	2022-11-15
No filing history on record for this holder in this stock.