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SMTC position history

The shares of Semtech (SMTC) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2026 Q1: 6,553 shares, $504K, <0.01% of portfolio, New
  2. 2026 Q2: 13,353 shares, $2.2M, 0.02% of portfolio, Add +103.8%
Holdings date Value % of holdings Shares Filing date All 13F holders