Semtech Corp. (SMTC) Stock Holdings & Institutional Ownership

Semtech Corp.

SMTC

Super Fund	Position	Shares	Curr. Value	Port. %	Activity
Whale Rock Capital Management	Equity	3,504,965	$250,429,749	2.95%	-12.20%
Atreides Management	Equity	678,133	$48,452,603	1.26%	+2.45%
Duquesne Family Office	Equity	301,515	$21,543,000	0.55%	+100%

Total Shares Held: 4,484,613

Total Value Reported: $320,425,352

Average Allocation per Portfolio 1.59%

Largest Single Portfolio Allocation: 2.95%

Largest Shareholder: Whale Rock Capital Management

Change in Total Shares Held (Q on Q): -169,176

Percentage Change in Shares Held (Q on Q): -3.64%

Number of Current Holders: 3

Number of New Holders (Q on Q): 1

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

Number of Funds with Reductions (Q on Q): 1

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

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