Kodai Capital Management’s Semtech SMTC Stock Holding History

Kodai Capital Management’s Portfolio SMTC Stock Details SMTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$15.4M	Sell
2024 Q4	$49.2M	Sell
2024 Q3	$50.2M	Sell
2024 Q2	$92.3M	Buy
2024 Q1	$56.1M	Buy
2023 Q4	$43.5M	Buy