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Whale Rock Capital Management LLC → SMTC

Whale Rock Capital Management LLC SMTC Position History

Semtech Corporation • Technology

Quarters held
6
Latest value
$287.5M
Q4 2025
Peak value
$287.5M
First seen
Q3 2024

Dollar value over time

Show data table
PeriodPosition value
Q3 2024$32.1M
Q4 2024$202M
Q1 2025$136M
Q2 2025$180.2M
Q3 2025$250.4M
Q4 2025$287.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q4 2025$287.5M3.90M——
Q3 2025$250.4M3.50M——
Q2 2025$180.2M3.99M——
Q1 2025$136M3.95M——
Q4 2024$202M3.27M——
Q3 2024$32.1M703.6K——

Other funds holding SMTC

Other Whale Rock Capital Management LLC positions

SNDK

SANDISK CORP

$1.4B
AMD

ADVANCED MICRO DEVICES INC

$877M
GOOGN

ALPHABET INC

$856.4M
TTMI

TTM TECHNOLOGIES INC

$791.2M
GOOGN

ALPHABET INC

$768.3M
AMZN

AMAZON COM INC

$766.6M
ALAB

ASTERA LABS INC

$757.3M
NVDA

NVIDIA CORPORATION

$742.7M