Question 1

Does Whale Rock Capital Management own SMTC stock?

Accepted Answer

No. Whale Rock Capital Management exited its SMTC (Semtech) position in Q1 2026. Its Q4 2025 13F listed 3,901,469 shares worth $287.5M.

Question 2

How many shares of SMTC does Whale Rock Capital Management own?

Accepted Answer

None since Q1 2026, when Whale Rock Capital Management exited the position. Its Q4 2025 13F listed 3,901,469 shares worth $287.5M.

Question 3

What is Whale Rock Capital Management's SMTC position worth?

Accepted Answer

Whale Rock Capital Management's SMTC position was worth $287.5M in its Q4 2025 13F, before the exit in Q1 2026.

Question 4

Is Whale Rock Capital Management buying or selling SMTC?

Accepted Answer

In Q1 2026, Whale Rock Capital Management exited its entire SMTC position.

Question 5

When did Whale Rock Capital Management first buy SMTC?

Accepted Answer

Whale Rock Capital Management first reported SMTC in its Q3 2024 13F and listed it in 6 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$76.89	0
2025-Q4	Increased	3.9M	+11.3%	$287.5M	3.7%	$73.69	64
2025-Q3	Decreased	3.5M	-12.2%	$250.4M	2.9%	$71.45	0
2025-Q2	Increased	4M	+0.9%	$180.2M	2.5%	$45.14	54
2025-Q1	Increased	4M	+21.1%	$136M	2.4%	$34.40	63
2024-Q4	Increased	3.3M	+364.2%	$202M	2.4%	$61.85	86
2024-Q3	New	703,600	—	$32.1M	0.5%	$45.66	49