Position history for Whale Rock Capital Management LLC's holdings in SEMTECH CORP
Whale Rock Capital Management LLC holds 3.9M shares of SMTC (SEMTECH CORP), worth $287.5M as of 2025-Q4. The position was increased (++11.3% shares). SMTC represents 3.7% of Whale Rock Capital Management LLC's portfolio.
Current Value
$287.5M
Current Shares
3.9M
Total Value Change
+$255.4M
Total Shares Change
+3.2M
Other major holders of SMTC: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 3.9M |
+11.3% |
| $287.5M |
| 3.7% |
| $75.16 |
64 |
| 2025-Q3 | Decreased | 3.5M | -12.2% | $250.4M | 2.9% | $61.98 | 0 |
| 2025-Q2 | Increased | 4M | +0.9% | $180.2M | 2.5% | $44.91 | 54 |
| 2025-Q1 | Increased | 4M | +21.1% | $136M | 2.4% | $35.05 | 63 |
| 2024-Q4 | Increased | 3.3M | +364.2% | $202M | 2.4% | $61.70 | 86 |
| 2024-Q3 | New | 703,600 | - | $32.1M | 0.5% | $46.35 | 49 |