Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
Holdings Activity Buys Sells    History
Holding/activity history for  Semtech Corp. (SMTC)
← All SMTC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 0.01 $21.35–29.97 · VW $25.82i SEC
2023   Q1 16,553 0.01 Add 40.34% <0.01 $17.82–33.15 · VW $24.24i $399,589 SEC
2022   Q4 11,795 <0.01 Buy <0.01 $26.47–35.18 · VW $30.82i $338,399 SEC
Price snapshot:
Current price$132.15
52-week low$46.02
52-week high$177.35