KCM
Kodai Capital Management’s Semtech SMTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $15.4M | Sell |
446,629
-349,201
| -44% | -$12M | 0.61% | 66 |
|
|
2024
Q4 | $49.2M | Sell |
795,830
-303,767
| -28% | -$18.8M | 2.02% | 14 |
|
|
2024
Q3 | $50.2M | Sell |
1,099,597
-1,988,165
| -64% | -$90.8M | 1.04% | 25 |
|
|
2024
Q2 | $92.3M | Buy |
3,087,762
+1,047,925
| +51% | +$31.3M | 1.76% | 18 |
|
|
2024
Q1 | $56.1M | Buy |
2,039,837
+54,267
| +3% | +$1.49M | 1.31% | 28 |
|
|
2023
Q4 | $43.5M | Buy |
+1,985,570
| New | +$43.5M | 0.89% | 37 |
|