SEMTECH CORP

Ticker: SMTC CUSIP: 816850101 Class: EQTY

Atreides Management, LP's Holding History (CIK: 0001777813)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 691,591 Value ($000) $50,963 Avg Close $70.95 Range $60.28 - $81.32

Q3 2025

Shares 678,133 Value ($000) $48,453 Avg Close $54.29 Range $42.38 - $71.72

Q2 2025

Shares 661,941 Value ($000) $29,880 Avg Close $35.58 Range $24.05 - $45.98

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	691,591	$50,963	$70.95	$60.28 - $81.32
Q3 2025	678,133	$48,453	$54.29	$42.38 - $71.72
Q2 2025	661,941	$29,880	$35.58	$24.05 - $45.98