Position in SMTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$89,213,985
+$47,554,061 QoQ
Shares Held
551,214
+1.7% QoQ
Ownership
0.592%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#42
of 576 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Atreides Management, LP holds $2,912,615,986 across 8 Semiconductors names. SMTC ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
711,364 | $821,120,351 | |
| 2 | CBRS |
Cerebras Systems Inc.
|
3,110,086 | $687,329,006 | |
| 3 | ALAB |
Astera Labs, Inc.
|
1,216,795 | $587,736,320 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
1,129,285 | $307,109,055 | |
| 5 | NVDA |
Nvidia Corp
|
1,249,291 | $249,970,636 | |
| 6 | INTC |
Intel Corp
|
663,802 | $92,686,673 | |
| 7 | SMTC |
Semtech Corp
This page
|
551,214 | $89,213,985 | |
| 8 | AMBQ |
Ambiq Micro, Inc.
|
877,123 | $77,449,960 |
All Filings in SMTC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,213,985 | 551,214 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $41,659,924 | 541,812 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $50,963,340 | 691,591 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $48,452,602 | 678,133 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,880,016 | 661,941 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||