Semtech Corp. (SMTC) Stock Holdings & Institutional Ownership

Semtech Corp.

SMTC

Super Fund	Position	Shares	Curr. Value	Port. %	Activity
Whale Rock Capital Management	Equity	3,901,469	$287,499,251	3.68%	+11.31%
Atreides Management	Equity	691,591	$50,963,341	1.08%	+1.98%

Total Shares Held: 4,593,060

Total Value Reported: $338,462,592

Average Allocation per Portfolio 2.38%

Largest Single Portfolio Allocation: 3.68%

Largest Shareholder: Whale Rock Capital Management

Change in Total Shares Held (Q on Q): +108,447

Percentage Change in Shares Held (Q on Q): 2.42%

Number of Current Holders: 2

Number of New Holders (Q on Q): 0

Number of Funds with Additions (Q on Q): 2

Number of Funds with Reductions (Q on Q): 1

Number of Funds Fully Divested (Q on Q): 1

Number of Funds with No Change (Q on Q): 0