Picton Mahoney Asset 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	$808K	Buy	+17,892	New	+$808K	0.01%	398
2015 Q1	–	Sell	-500	Closed	-$14K	–	342
2014 Q4	$14K	Buy	+500	New	+$14K	﹤0.01%	303