CAM
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Contour Asset Management’s Semtech SMTC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,464,991
Closed -$40.3M 32
2024
Q1
$40.3M Buy
1,464,991
+1,174
+0.1% +$32.3K 1.57% 22
2023
Q4
$32.1M Buy
1,463,817
+36,838
+3% +$807K 1.32% 21
2023
Q3
$36.7M Buy
+1,426,979
New +$36.7M 1.75% 20