Broad Bay Capital Management, LP

Position in SMTC — Semtech Corp

CIK 1759115 New York, NY

Position in SMTC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$40,252,095

+$15,954,855 QoQ

Shares Held

248,700

-21.3% QoQ

Ownership

0.267%

of shares outstanding

% of Portfolio

3.81%

of 13F equity value

Holder Rank

#70

of 576 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Broad Bay Capital Management, LP holds $101,232,696 across 3 Semiconductors names. SMTC ranks #2 (39.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PI	Impinj Inc	328,700	$47,079,701
2	SMTC	Semtech Corp This page	248,700	$40,252,095
3	CBRS	Cerebras Systems Inc.	62,900	$13,900,900

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,252,095	248,700	-21.3%	Shares	Sole	2026-08-14
2026-03-31	$24,297,240	316,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.