Polymer Capital 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	–	Sell	-100,400	Closed	-$3.45M	–	708
2025 Q1	$3.45M	Buy	+100,400	New	+$3.45M	0.89%	14