Maverick Capital’s Semtech SMTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-16,553	Closed	-$400K	–	529
2023 Q1	$400K	Buy	16,553 +4,758	+40%	+$115K	0.01%	348
2022 Q4	$338K	Buy	+11,795	New	+$338K	0.01%	248