Semtech Corp. (SMTC) Stock Holdings & Institutional Ownership

Semtech Corp.

SMTC

Super Fund	Position	Shares	Curr. Value	Port. %	Activity
Atreides Management	Equity	691,591	$50,963,341	1.08%	+1.98%
Polen Capital Management	Equity	6,553	$503,860	0.00%	+100%

Total Shares Held: 698,144

Total Value Reported: $51,467,201

Average Allocation per Portfolio 0.54%

Largest Single Portfolio Allocation: 1.08%

Largest Shareholder: Atreides Management

Change in Total Shares Held (Q on Q): -3,881,458

Percentage Change in Shares Held (Q on Q): -84.76%

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 Reductions (Q on Q): 1

Number of Funds Fully Divested (Q on Q): 1

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