Position in SMTC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$18,033,812
+$13,872,910 QoQ
Shares Held
111,423
+105.9% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#11
of 182 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026KORNITZER CAPITAL MANAGEMENT INC /KS holds $323,070,668 across 25 Semiconductors names. SMTC ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
319,063 | $63,841,315 | |
| 2 | QCOM |
Qualcomm Inc/De
|
334,272 | $61,770,122 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
114,851 | $54,849,392 | |
| 4 | SMTC |
Semtech Corp
This page
|
111,423 | $18,033,812 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
65,407 | $17,787,433 | |
| 6 | AVGO |
Broadcom Inc.
|
46,475 | $17,555,931 | |
| 7 | SIMO |
Silicon Motion Technology CORP
|
42,985 | $14,328,190 | |
| 8 | SITM |
SITIME Corp
|
15,971 | $11,907,338 |
All Filings in SMTC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,033,812 | 111,423 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,160,902 | 54,115 | Shares | Sole | 2026-04-30 | |
| 2022-06-30 | $13,255,520 | 241,141 | Shares | Sole | 2022-08-03 | |
| 2020-03-31 | $1,703,175 | 45,418 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||