HRCM
Hood River Capital Management’s Semtech SMTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101M | Buy |
2,244,631
+594,529
| +36% | +$26.8M | 1.41% | 14 |
|
|
2025
Q1 | $56.8M | Sell |
1,650,102
-1,799,940
| -52% | -$61.9M | 0.97% | 42 |
|
|
2024
Q4 | $213M | Buy |
3,450,042
+59,743
| +2% | +$3.7M | 3.15% | 2 |
|
|
2024
Q3 | $155M | Buy |
+3,390,299
| New | +$155M | 2.5% | 4 |
|