Burkehill Global Management’s Semtech SMTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-250,000	Closed	-$8.6M	–	111
2025 Q1	$8.6M	Sell	250,000 -50,000	-17%	-$1.72M	0.64%	39
2024 Q4	$18.6M	Buy	+300,000	New	+$18.6M	1.76%	20