Question 1

Does Atreides Management own SMTC stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Atreides Management holds 551,214 shares of SMTC (Semtech), worth $89.2M.

Question 2

How many shares of SMTC does Atreides Management own?

Accepted Answer

As of its Q2 2026 13F, Atreides Management holds 551,214 shares of SMTC (Semtech).

Question 3

What is Atreides Management's SMTC position worth?

Accepted Answer

As of its Q2 2026 13F, Atreides Management's SMTC position is worth $89.2M.

Question 4

Is Atreides Management buying or selling SMTC?

Accepted Answer

In Q2 2026, Atreides Management increased its SMTC position by 9,402 shares (+1.7%).

Question 5

When did Atreides Management first buy SMTC?

Accepted Answer

Atreides Management first reported SMTC in its Q2 2025 13F and has listed it in 5 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	551,214	+1.7%	$89.2M	0.6%	$161.85	44
2026-Q1	Decreased	541,812	-21.7%	$41.7M	0.8%	$76.89	0
2025-Q4	Increased	691,591	+2.0%	$51M	0.6%	$73.69	43
2025-Q3	Increased	678,133	+2.5%	$48.5M	0.9%	$71.45	42
2025-Q2	New	661,941	—	$29.9M	0.8%	$45.14	57