Discovery Capital Management, LLC / Ct / SMTC
Discovery Capital Management, LLC / Ct’s Semtech Corp Position
Does Discovery Capital Management, LLC / Ct own Semtech Corp (SMTC)? Not currently — the last reported position was 398.7K shares worth $9M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$9M
Q4 2023
Shares
398.7K
% of Portfolio
+1.32%
Quarters Held
1
position exited
Position History SMTC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 398.7K | $9M | +1.32% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Discovery Capital Management, LLC / Ct’s full portfolio or all institutional holders of SMTC.