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SMTCSMTC
5 quarters

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

Atreides Management, LP holds 551,214 shares of SMTC (SEMTECH CORP), worth $89.2M as of 2026-Q2. The position was increased (+1.7% shares). SMTC represents 0.6% of Atreides Management, LP's portfolio.

Current Value

$89.2M

Current Shares

551,214

Total Value Change

+$59.3M

Total Shares Change

-110,727

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
551,214
+1.7%
$89.2M0.6%$161.85
44
2026-Q1
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., BNP PARIBAS FINANCIAL MARKETS

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