SEC 13F Intelligence

Granahan Investment Management, LLC / SMTC

Granahan Investment Management, LLC’s Semtech Corp Position

Does Granahan Investment Management, LLC own Semtech Corp (SMTC)? Yes — 370.6K shares worth $28M (+1.38% of its 13F portfolio) as of Q1 2026, down from 418.2K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
370.6K
% of Portfolio
+1.38%
Quarters Held
9
currently held

Position History SMTC

Reported value by quarter
Q1 ’24: $11MQ1 ’24Q2 ’24: $4MQ3 ’24: $9MQ3 ’24Q4 ’24: $28MQ1 ’25: $33MQ1 ’25Q2 ’25: $45MQ3 ’25: $46MQ3 ’25Q4 ’25: $31MQ1 ’26: $28MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026370.6K$28M+1.38%
Q4 2025418.2K$31M+1.32%
Q3 2025641.5K$46M+1.88%
Q2 2025991.6K$45M+1.82%
Q1 2025954.9K$33M+1.64%
Q4 2024458.1K$28M+1.18%
Q3 2024202.5K$9M+0.36%
Q2 2024117.3K$4M+0.14%
Q1 2024383.2K$11M+0.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Granahan Investment Management, LLC’s full portfolio or all institutional holders of SMTC.