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Field

131 of 137 reporting

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SMTC

Semtech Corp

Owners
3 of 131
Q1→Q2
1 new
Featured long
$92M

Heaviest in their book · % of manager

Manager Fund Book Flow
  1. Gavin Baker Atreides Management 0.6% +1.7%
  2. Polen Capital Management 0.02% +103.8%
  3. Lee Ainslie Maverick Capital New

3 current · click a manager to enter their lot

long equity only · options excluded · as-of 30 Jun 2026 · missing managers stay out · 2026 Q1→2026 Q2 from filings