What smart money is saying about Lattice Semiconductor
LSCC
No fund has written a full thesis on Lattice Semiconductor in our archive, but 14 fund letters report a position in it — most recently Brown Advisory Mid-Cap Growth Strategy in June 2026.
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14
Reported positions
3
Bought
2
Sold
18
Letters
Position history
Between Q1 2026 and Q2 2026, 14 fund letters reported a position in Lattice Semiconductor — 3 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 12 | 3 | 2 | 0 |
| Q1 2026 | 2 | 0 | 0 | 0 |
Fund activity · 14 positions · 5 moves
- June 2026
“The Strategy owns both Datadog—a position we added to during the first quarter's software selloff—and Lattice Semiconductor.”
Lattice Semiconductor - June 2026
“Lattice is a fabless leader in low-power field-programmable gate arrays. Shares rose after the company reported better-than-expected results and issued stronger-than-expected revenue and profit guidance, marking an important step forward under the new management team. Demand improved across the server, communications and industrial end markets. Lattice also announced a $1 billion acquisition of AMI, a leader in platform firmware and data center infrastructure manageability, which should expand its data center capabilities and broaden its addressable market. We believe the acquisition will accelerate Lattice’s profit cycle. We added to this CropSM position during the quarter.”
Lattice Semiconductor - June 2026
“ Lattice Semiconductor Corp (LSCC) saw strong Q1 results and Q2 guidance ahead of consensus expectations, driven by AI server strength, traditional server/storage acceleration, and improving Industrial & Embedded demand as inventory normalized.”
Lattice Semiconductor - June 2026
“Portfolio Performance The ClearBridge SMID Cap Growth Strategy generated double-digit absolute returns but underperformed the soaring Russell 2500 Growth Index benchmark during the quarter, with underexposure to the highest-beta AI infrastructure winners as well as weakness in health care and consumer discretionary sectors more than offsetting strong contributions from several AI-related and biotechnology holdings. Information technology (IT) was a meaningful source of relative weakness despite strong performance from several individual holdings. Semiconductor companies including Allegro MicroSystems and Lattice Semiconductor, along with networking and semiconductor capital equipment providers such as Coherent, Credo Technology and Onto Innovation, benefited from demand tied to AI infrastructure, semiconductor cycle improvement, automation and cutting-edge AI applications.”
Lattice Semiconductor - June 2026
“Among our top contributors in Q2 were Twist Bioscience, Lattice Semiconductor and Comfort Systems. Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform, with synthetic biology applications across drug discovery, diagnostics, agriculture and industrial materials. Recent results exceeded expectations, driven by strength in its DNA synthesis and protein solutions segment, as well as improving growth in next- generation sequencing. The company continues to benefit from growing demand from large pharmaceutical and AI customers for DNA synthesis and data generation, which may support incremental growth as computational approaches to drug discovery gain broader adoption. We trimmed the position during the quarter due to the stock’s recent strong performance. Lattice is a fabless leader in low-power field-programmable gate arrays. The company reported strong quarterly results, with revenue and guidance exceeding expectations as demand accelerated across servers, communications and industrial applications. The company also announced plans to acquire AMI, a complementary firmware and infrastructure management platform expected to expand Lattice’s data center capabilities and broaden its addressable market. We added to the position during the quarter.”
Lattice Semiconductor - June 2026
“Lattice is a fabless leader in low-power field-programmable gate arrays. Shares rose after the company reported better-than-expected results and issued stronger-than-expected revenue and profit guidance, marking an important step forward under the new management team. Demand improved across the server, communications and industrial end markets. Lattice also announced a $1 billion acquisition of AMI, a leader in platform firmware and data center infrastructure manageability, which should expand its data center capabilities and broaden its addressable market. We believe the acquisition will accelerate Lattice’s profit cycle. We added to the position during the quarter.”
Lattice Semiconductor - HoldsBaron SMID Cap ETFJune 2026
Listed in Baron SMID Cap ETF’s reported holdings.
Lattice Semiconductor - June 2026
“MACOM Technology Solutions, a provider of analog and mixed-signal semiconductors, rose 70% on strength across its defense and data-center end markets, and Lattice Semiconductor, a maker of low-power programmable logic devices, climbed 65%. We trimmed these names into strength.”
Lattice Semiconductor - ExitedRGA Investment Advisor Investment PortfolioJune 2026
“In aggregate, we funded these acquisitions with the sale of Lattice Semiconductor, Disney and Workday, as well as a modest trim from our Alphabet position.”
Lattice Semiconductor - June 2026
“Individual outperformers in the quarter included Lattice Semiconductor and Ichor Holdings.”
Lattice Semiconductor - June 2026
“The portfolio had exposure to the rallying semiconductor industry via our holdings in Lattice Semi and On Semiconductor, which helped to offset a pullback in Dolby Laboratories.”
Lattice Semiconductor - June 2026
Listed in Baron SMID Cap Strategy’s reported holdings.
Lattice Semiconductor - March 2026
“ Lattice Semiconductor (LSCC) rose alongside other semiconductor companies viewed as beneficiaries of the AI investment cycle.”
Lattice Semiconductor - March 2026
“Conversely, robust demand for data centers and physical AI supported revenue upside for Lattice Semiconductor, a leading provider of low-power, programmable integrated circuits; its share price rose 26% during the quarter.”
Lattice Semiconductor
Also mentioned · 4
These funds discuss Lattice Semiconductor — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedTimesSquare U.S. Mid Cap GrowthJune 2026
“Lattice Semiconductor Corp. develops low-power programmable logic devices used in AI servers and data centers.”
Lattice Semiconductor - MentionedJAG Capital Management Small Mid Cap Growth StrategyJune 2026
“The strategy’s top contributors included several AI-related holdings, including Bloom Energy (BE), Jabil (JBL), Lattice Semiconductor (LSCC), and Comfort Systems (FIX).”
Lattice Semiconductor - March 2026
“Lattice Semiconductor Corp. develops semiconductor, silicon-based, silicon-enabled products including programmable gate arrays.”
Lattice Semiconductor - March 2026
“Lattice Semiconductor Corp. develops semiconductor, silicon-based, silicon-enabled products including programmable gate arrays.”
Lattice Semiconductor
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