Kayne Anderson Rudnick Investment 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	$209K	Buy	4,636 +495	+12%	+$22.3K	﹤0.01%	498
2025 Q1	$142K	Buy	4,141 +3,300	+392%	+$114K	﹤0.01%	510
2024 Q4	$52K	Buy	+841	New	+$52K	﹤0.01%	547