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SMTC
4 quarters

Position history for Atreides Management, LP's holdings in SEMTECH CORP

Atreides Management, LP holds 541,812 shares of SMTC (SEMTECH CORP), worth $41.7M as of 2026-Q1. The position was decreased (-21.7% shares). SMTC represents 0.8% of Atreides Management, LP's portfolio.

Current Value

$41.7M

Current Shares

541,812

Total Value Change

+$11.8M

Total Shares Change

-120,129

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
541,812
-21.7%
$41.7M0.8%$90.17
0
2025-Q4
Increased
691,591
+2.0%
$51M0.6%$75.16
43
2025-Q3
Increased
678,133
+2.5%
$48.5M0.9%$61.98
42
2025-Q2
New
661,941
-
$29.9M0.8%$44.91
57

Other major holders of SMTC: BlackRock, Inc., VANGUARD GROUP INC

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