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
Other major holders of SMTC: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BNP PARIBAS FINANCIAL MARKETS
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 |