Position history for Atreides Management, LP's holdings in SEMTECH CORP
Atreides Management, LP holds 691,591 shares of SMTC (SEMTECH CORP), worth $51M as of 2025-Q4. The position was increased (++2.0% shares). SMTC represents 0.6% of Atreides Management, LP's portfolio.
Current Value
$51M
Current Shares
691,591
Total Value Change
+$21.1M
Total Shares Change
+29,650
Other major holders of SMTC: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BNP PARIBAS FINANCIAL MARKETS
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 |