Discovery Capital Management’s Semtech SMTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-398,700	Closed	-$8.74M	–	68
2023 Q4	$8.74M	Buy	+398,700	New	+$8.74M	1.32%	23