Whale Rock Capital Management’s Semtech SMTC Stock Holding History

Whale Rock Capital Management’s Portfolio SMTC Stock Details SMTC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$287M	Buy
2025 Q3	$250M	Sell
2025 Q2	$180M	Buy
2025 Q1	$136M	Buy
2024 Q4	$202M	Buy
2024 Q3	$32.1M	Buy