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Appian Way Asset Management LP → SMTC

Appian Way Asset Management LP SMTC Position History

Semtech Corporation • Technology

Quarters held
1
Latest value
$44.5M
Q3 2025
Peak value
$44.5M
First seen
Q3 2025

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2025$44.5M1.26M——

Other funds holding SMTC

Other Appian Way Asset Management LP positions

GLNG

GOLAR LNG LTD

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PCTTW

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DAR

DARLING INGREDIENTS INC

$53.9M
FTAIM

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$31.9M
AMCCF

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$18.8M
IAG

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$18.3M
ESI

ELEMENT SOLUTIONS INC

$16.4M