Lee Ainslie's SMTC Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 3,082 shares of Semtech Corporation (SMTC) worth $498,822, representing 0.00% of the portfolio. First purchased in 2022-Q4, this short-term holding has been held for 4 quarters.
Based on 13F filings, Lee Ainslie has maintained this position in SMTC for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2023, adding 4,758 shares. Largest reduction occurred in Q2 2023, reducing 16,553 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Semtech Corporation (SMTC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Semtech Corporation (SMTC) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +3,082 | New Buy | 3,082 | $161.85 |
| Q2 2023 | -16,553 | Sold Out | 0 | $0.00 |
| Q1 2023 | +4,758 | Add 40.34% | 16,553 | $24.14 |
| Q4 2022 | +11,795 | New Buy | 11,795 | $28.69 |
Lee Ainslie's Semtech Corporation Investment FAQs
Lee Ainslie first purchased Semtech Corporation (SMTC) in Q4 2022, acquiring 11,795 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Semtech Corporation (SMTC) for 4 quarters since Q4 2022.
Lee Ainslie's largest addition to Semtech Corporation (SMTC) was in Q4 2022, adding 11,795 shares worth $338,399.
According to the latest 13F filing for Q2 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 3,082 shares of Semtech Corporation (SMTC), valued at approximately $498,822.
As of the Q2 2026 filing, Semtech Corporation (SMTC) represents approximately 0.00% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Semtech Corporation (SMTC) was 16,553 shares, as reported at the end of Q1 2023.