SEC 13F Intelligence

Hood River Capital Management LLC / SMTC

Hood River Capital Management LLC’s Semtech Corp Position

Does Hood River Capital Management LLC own Semtech Corp (SMTC)? Yes — 2.29M shares worth $176M (+1.76% of its 13F portfolio) as of Q1 2026, up from 2.24M shares the prior filed quarter.

Position Value
$176M
Q1 2026
Shares
2.29M
% of Portfolio
+1.76%
Quarters Held
7
currently held

Position History SMTC

Reported value by quarter
Q3 ’24: $155MQ3 ’24Q4 ’24: $213MQ4 ’24Q1 ’25: $57MQ1 ’25Q2 ’25: $101MQ2 ’25Q3 ’25: $157MQ3 ’25Q4 ’25: $165MQ4 ’25Q1 ’26: $176MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.29M$176M+1.76%
Q4 20252.24M$165M+1.81%
Q3 20252.20M$157M+1.85%
Q2 20252.24M$101M+1.41%
Q1 20251.65M$57M+0.97%
Q4 20243.45M$213M+3.15%
Q3 20243.39M$155M+2.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hood River Capital Management LLC’s full portfolio or all institutional holders of SMTC.