Letters by company

Semtech CORP

1 letter discussing SMTC. Everything written about it on this site is on its ticker page.

Artisan Partners Artisan Mid Cap Fund Quarterly Commentary Artisan Mid Cap Fund added to DoorDash and ROBLOX after share-price weakness, initiated Semtech, Tradeweb Markets and SiTime, and exited Ares Management, CCC Intelligent Solutions and Parsons. The portfolio favors health care, AI infrastructure and aerospace and defense businesses with durable profit cycles amid wider market dispersion. Q1 2026 AJG $59BALAB $61BARES $39B