Atreides Management, LP
- SEC CIK
- 0001777813
- Latest filing
- Aug 14, 2026
SMTC holding history
Semtech Corp in every 13F filed by Atreides Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SMTC overviewAll 13F holders of SMTCFull Q2 2026 holdings
- Shares (Q2 2026)
- 551,214
- Value
- $89.2M
- % of portfolio
- 0.8%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 551,214 | $89.2M | 0.8% | +9,402+1.7% | Added | Holders |
| Q1 2026 | 541,812 | $41.7M | 1.0% | −149,779−21.7% | Reduced | Holders |
| Q4 2025 | 691,591 | $51.0M | 1.1% | +13,458+2.0% | Added | Holders |
| Q3 2025 | 678,133 | $48.5M | 1.3% | +16,192+2.4% | Added | Holders |
| Q2 2025 | 661,941 | $29.9M | 0.8% | +661,941 | New | Holders |