Semtech Corporation (NASDAQ:SMTC) Q2 2025 Earnings Call Transcript
Operator: Greetings and welcome to the Semtech Corporation Second Quarter Fiscal Year 2025 Earnings Call. At this time, all participants are in a listen-only mode.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Millennium Management Israel Englander | 3,646,449 | $108,955,896 | +27% | 0.05% |
2. | Kodai Capital Management Neville Shah And Joon Park | 3,087,762 | $92,262,329 | +52% | 1.75% |
3. | 76,450,000 | $80,387,175 | +22% | 2.29% | |
4. | Driehaus Capital Richard Driehaus | 1,452,316 | $43,395,202 | 0.41% | |
5. | Two Sigma Advisors John Overdeck And David Siegel | 1,097,500 | $32,793,300 | +102% | 0.07% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$33.23 | 1,000 | Officer | 1,000 | 2024-04-08 | Filing | |
$24.83 | 20,000 | 20,888 | 2023-09-18 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$22.39 | 16,000 | 13,008 | 2023-12-15 | Filing | ||
$25.50 | 18,227 | 0 | 2023-09-28 | Filing | ||
$62.60 | 1,971 | 59,000 | 2022-06-07 | Filing | ||
$62.28 | 9,000 | 16,385 | 2022-04-07 | Filing | ||
$68.79 | 4,000 | 10,138 | 2022-04-04 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 10,343,121 | $226,617,779 | 0% | |
2. | 8,327,292 | $182,450,967 | 0% | |
3. | 5,138,998 | $112,595,446 | 0.03% | |
4. | 4,296,981 | $94,146,854 | 0% | |
5. | 4,259,965 | $93,335,833 | 0.02% |