Question 1

How many shares of SMTC does Atreides Management, LP own?

Accepted Answer

As of 2026-Q2, Atreides Management, LP holds 551,214 shares of SMTC (SEMTECH CORP).

Question 2

What is Atreides Management, LP's SMTC position worth?

Accepted Answer

As of 2026-Q2, Atreides Management, LP's SMTC position is worth $89.2M.

Question 3

Is Atreides Management, LP buying or selling SMTC?

Accepted Answer

In 2026-Q2, Atreides Management, LP increased their SMTC position (+1.7% change in shares).

Question 4

When did Atreides Management, LP first buy SMTC?

Accepted Answer

Based on available 13F filings, Atreides Management, LP first reported a position in SMTC in 2025-Q2. They have held the position across 5 quarters.

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%	$90.17	0
2025-Q4	Increased	691,591	+2.0%	$51M	0.6%	$75.16	43
2025-Q3	Increased	678,133	+2.5%	$48.5M	0.9%	$61.98	42
2025-Q2	New	661,941	—	$29.9M	0.8%	$44.91	57