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Disclosery

Atreides Management, LP: SMTC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atreides Management, LP on SMTC, newest first. How the timeline and the estimate are built.

Atreides Management, LP held 551,214 SMTC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 551,214 shares
    Change vs previous 13F +9,402 shares

    0.8% of the 13F portfolio, value $89,213,986.

    13F-HR 0001777813-26-000009 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 541,812 shares
    Change vs previous 13F -149,779 shares

    1.01% of the 13F portfolio, value $41,659,925.

    13F-HR 0001777813-26-000006 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 691,591 shares
    Change vs previous 13F +13,458 shares

    1.08% of the 13F portfolio, value $50,963,341.

    13F-HR 0001777813-26-000003 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 678,133 shares
    Change vs previous 13F +16,192 shares

    1.26% of the 13F portfolio, value $48,452,603.

    13F-HR 0001777813-25-000008 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 661,941 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $29,880,017.

    13F-HR 0001768757-25-000010 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).