WRCM
Whale Rock Capital Management’s Semtech SMTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180M | Buy |
3,991,848
+37,736
| +1% | +$1.7M | 2.5% | 15 |
|
|
2025
Q1 | $136M | Buy |
3,954,112
+687,910
| +21% | +$23.7M | 2.36% | 16 |
|
|
2024
Q4 | $202M | Buy |
3,266,202
+2,562,602
| +364% | +$158M | 2.39% | 16 |
|
|
2024
Q3 | $32.1M | Buy |
+703,600
| New | +$32.1M | 0.45% | 35 |
|