Position in SMTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,917,601
+$19,595,620 QoQ
Shares Held
419,633
-33.2% QoQ
Ownership
0.450%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#50
of 576 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in SMTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Driehaus Capital Management LLC holds $1,533,407,968 across 16 Semiconductors names. SMTC ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
984,500 | $470,167,665 | |
| 2 | SIMO |
Silicon Motion Technology CORP
|
786,074 | $262,022,046 | |
| 3 | CRDO |
Credo Technology Group Holding Ltd
|
517,062 | $140,615,010 | |
| 4 | LASR |
Nlight, Inc.
|
1,986,119 | $138,273,604 | |
| 5 | SITM |
SITIME Corp
|
172,133 | $128,335,479 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
251,107 | $95,513,569 | |
| 7 | ALAB |
Astera Labs, Inc.
|
194,619 | $94,004,869 | |
| 8 | SMTC |
Semtech Corp
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|
419,633 | $67,917,601 |
All Filings in SMTC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,917,601 | 419,633 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $48,321,981 | 628,456 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $68,627,865 | 931,305 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,940,722 | 447,036 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $125,698,744 | 2,032,316 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $99,765,867 | 2,184,973 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $43,395,202 | 1,452,316 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||