SMTC position history
The shares of Semtech (SMTC) that Atreides Management, LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q2: 661,941 shares, $30M, 0.83% of portfolio, New
- 2025 Q3: 678,133 shares, $48M, 0.94% of portfolio, Add +2.4%
- 2025 Q4: 691,591 shares, $51M, 0.62% of portfolio, Add +2.0%
- 2026 Q1: 541,812 shares, $42M, 0.83% of portfolio, Reduce −21.7%
- 2026 Q2: 551,214 shares, $89M, 0.62% of portfolio, Add +1.7%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|