Chuck Royce's SMTC Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 107,617 shares of Semtech Corporation (SMTC) worth $7.93 M, representing 0.08% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in SMTC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 63,603 shares. Largest reduction occurred in Q2 2025, reducing 76,519 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Semtech Corporation (SMTC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Semtech Corporation (SMTC) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +63,603 | Add 144.51% | 107,617 | $73.69 |
| Q3 2025 | +44,014 | New Buy | 44,014 | $71.45 |
| Q2 2025 | -76,519 | Sold Out | 0 | $0.00 |
| Q1 2025 | +6,019 | Add 8.54% | 76,519 | $34.40 |
| Q4 2024 | -13,000 | Reduce 15.57% | 70,500 | $61.85 |
| Q3 2024 | -16,000 | Reduce 16.08% | 83,500 | $45.66 |
| Q2 2024 | -10,000 | Reduce 9.13% | 99,500 | $29.88 |
| Q1 2024 | +48,500 | Add 79.51% | 109,500 | $27.49 |
| Q4 2023 | +48,576 | Add 390.99% | 61,000 | $21.91 |
| Q3 2023 | -3,921 | Reduce 23.99% | 12,424 | $25.75 |
| Q2 2023 | -3,830 | Reduce 18.98% | 16,345 | $25.46 |
| Q1 2023 | +20,175 | New Buy | 20,175 | $24.14 |
Chuck Royce's Semtech Corporation Investment FAQs
Chuck Royce first purchased Semtech Corporation (SMTC) in Q1 2023, acquiring 20,175 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Semtech Corporation (SMTC) for 12 quarters since Q1 2023.
Chuck Royce's largest addition to Semtech Corporation (SMTC) was in Q4 2025, adding 107,617 shares worth $7.93 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 107,617 shares of Semtech Corporation (SMTC), valued at approximately $7.93 M.
As of the Q4 2025 filing, Semtech Corporation (SMTC) represents approximately 0.08% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Semtech Corporation (SMTC) was 109,500 shares, as reported at the end of Q1 2024.