SEMTECH CORP

Ticker: SMTC CUSIP: 816850101 Class: EQTY

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

New Positions (77)

Increased Positions (141)

Andar Capital Management HK Ltd
Value ($000) $13,966 (+95.5%) Shares 189,525 (+89.5%)
ARDSLEY ADVISORY PARTNERS LP
Value ($000) $17,465 (+205.5%) Shares 237,000 (+196.3%)
Alta Park Capital, LP
Value ($000) $20,908 (+43.7%) Shares 283,726 (+39.3%)
Whale Rock Capital Management LLC
Value ($000) $287,499 (+14.8%) Shares 3,901,469 (+11.3%)
SORA INVESTORS LLC
Value ($000) $24,870 (+87.9%) Shares 337,491 (+82.2%)
COOPER CREEK PARTNERS MANAGEMENT LLC
Value ($000) $45 (+112.1%) Shares 614,233 (+105.7%)
DISCIPLINED GROWTH INVESTORS INC /MN
Value ($000) $206,427 (+5.9%) Shares 2,801,291 (+2.6%)
DRIEHAUS CAPITAL MANAGEMENT LLC
Value ($000) $68,628 (+114.9%) Shares 931,305 (+108.3%)
EMERALD MUTUAL FUND ADVISERS TRUST
Value ($000) $21,004 (+18.3%) Shares 285,037 (+14.7%)
EMERALD ADVISERS, LLC
Value ($000) $34,690 (+15.8%) Shares 470,751 (+12.3%)
Hood River Capital Management LLC
Value ($000) $164,787 (+5.0%) Shares 2,236,224 (+1.8%)
PALISADE CAPITAL MANAGEMENT, LP
Value ($000) $43,307 (+7.0%) Shares 587,696 (+3.8%)
Hodges Capital Management Inc.
Value ($000) $6,066 (+31.2%) Shares 82,323 (+27.2%)
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.
Value ($000) $3,599 (+66.8%) Shares 48,839 (+61.7%)
Schonfeld Strategic Advisors LLC
Value ($000) $28,563 (+272.9%) Shares 387,610 (+261.6%)
CASTLEARK MANAGEMENT LLC
Value ($000) $7,587 (+90.8%) Shares 102,958 (+85.0%)
Point72 Asset Management, L.P.
Value ($000) $89,038 (+198.3%) Shares 1,208,272 (+189.2%)
Legato Capital Management LLC
Value ($000) $2,862 (+53.6%) Shares 38,835 (+48.9%)
LMR Partners LLP
Value ($000) $28,504 (+3889.4%) Shares 386,810 (+3768.1%)
Freestone Grove Partners LP
Value ($000) $20,459 (+78.6%) Shares 277,634 (+73.2%)

Decreased Positions (118)

Think Investments LP
Value ($000) $49,107 (-16.2%) Shares 666,400 (-18.8%)
Katamaran Capital LLP
Value ($000) $1,217 (-60.7%) Shares 16,515 (-61.9%)
Clearline Capital LP
Value ($000) $21,073 (-57.8%) Shares 285,967 (-59.1%)
Portolan Capital Management, LLC
Value ($000) $37,483 (-21.6%) Shares 508,655 (-24.0%)
Granahan Investment Management, LLC
Value ($000) $30,819 (-32.8%) Shares 418,227 (-34.8%)
WESTFIELD CAPITAL MANAGEMENT CO LP
Value ($000) $180,438 (-25.3%) Shares 2,448,612 (-27.6%)
Moody Aldrich Partners LLC
Value ($000) $4,347 (-24.8%) Shares 58,986 (-27.1%)
FULLER & THALER ASSET MANAGEMENT, INC.
Value ($000) $495 (-99.5%) Shares 6,724 (-99.5%)
SummitTX Capital, L.P.
Value ($000) $9,191 (-34.4%) Shares 124,724 (-36.4%)
Lisanti Capital Growth, LLC
Value ($000) $3,982 (-7.8%) Shares 54,040 (-10.6%)
COMERICA BANK
Value ($000) $1,596 (-95.8%) Shares 21,659 (-96.0%)
HEARTLAND ADVISORS INC
Value ($000) $4,741 (-34.8%) Shares 64,332 (-36.8%)
Archford Capital Strategies, LLC
Value ($000) $742 (-66.3%) Shares 10,071 (-67.4%)
MOODY NATIONAL BANK TRUST DIVISION
Value ($000) $2,076 (-32.2%) Shares 28,168 (-34.3%)
Versor Investments LP
Value ($000) $346 (-57.7%) Shares 4,691 (-59.0%)
DEUTSCHE BANK AG\
Value ($000) $10,138 (-91.4%) Shares 137,582 (-91.6%)
HARBOR CAPITAL ADVISORS, INC.
Value ($000) $1 (-52.6%) Shares 19,402 (-54.0%)
Polar Asset Management Partners Inc.
Value ($000) $20,536 (-10.3%) Shares 278,683 (-13.0%)
GREAT LAKES ADVISORS, LLC
Value ($000) $10,632 (-29.4%) Shares 144,281 (-31.6%)
ExodusPoint Capital Management, LP
Value ($000) $6,616 (-37.8%) Shares 89,784 (-39.7%)

Exited Positions (38)