Semtech’s turnaround is gaining momentum—and one fund just made a sizable bet on what comes next.San Francisco-based Think Investments initiated a new position in Semtech Corporation (SMTC +2.21%), adding 820,400 shares for an estimated $58.6 million in the third quarter, according to a November 14 SEC filing.What HappenedAccording to a filing with the Securities and Exchange Commission dated November 14, Think Investments LP disclosed a new position in Semtech Corporation, acquiring 820,400 shares valued a ...