Semtech Corp. (SMTC) | FundFollower

Semtech Corp.

SMTC

Super Fund	Position	Shares	Curr. Value	Port. %	Activity
Whale Rock Capital Management	Equity	3,991,848	$180,192,019	2.50%	+0.95%
Atreides Management	Equity	661,941	$29,880,017	0.83%	+100%

Total Shares Held: 4,653,789

Total Value Reported: $210,072,036

Average Allocation per Portfolio 1.66%

Largest Single Portfolio Allocation: 2.50%

Largest Shareholder: Whale Rock Capital Management

Change in Total Shares Held (Q on Q): +699,677

Percentage Change in Shares Held (Q on Q): 17.69%

Number of Current Holders: 2

Number of New Holders (Q on Q): 1

Number of Funds with Additions (Q on Q): 2

Number of Funds with Deductions (Q on Q): 0

Number of Funds Fully Divested (Q on Q): 0

Number of Funds with No Change (Q on Q): 0