Ghisallo Capital Management’s Semtech SMTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-230,000	Closed	-$14.2M	–	140
2024 Q4	$14.2M	Buy	+230,000	New	+$14.2M	0.82%	25
2024 Q1	–	Sell	-180,446	Closed	-$3.95M	–	169
2023 Q4	$3.95M	Buy	+180,446	New	+$3.95M	0.41%	66