Position in SMTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,256,233
+$10,804,026 QoQ
Shares Held
88,083
+96.2% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
2.60%
of 13F equity value
Holder Rank
#124
of 576 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026G2 Investment Partners Management LLC holds $77,802,780 across 8 Semiconductors names. SMTC ranks #1 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMTC |
Semtech Corp
This page
|
88,083 | $14,256,233 | |
| 2 | DIOD |
Diodes Inc /Del/
|
129,930 | $14,219,539 | |
| 3 | VSH |
Vishay Intertechnology Inc
|
222,300 | $11,955,294 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
29,269 | $11,133,049 | |
| 5 | TSEM |
Tower Semiconductor Ltd
|
41,000 | $10,686,240 | |
| 6 | AIP |
Arteris, Inc.
|
183,386 | $8,910,725 | |
| 7 | SITM |
SITIME Corp
|
5,000 | $3,727,800 | |
| 8 | AMBQ |
Ambiq Micro, Inc.
|
33,000 | $2,913,900 |
All Filings in SMTC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,256,233 | 88,083 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,452,207 | 44,898 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $12,343,837 | 199,577 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,761,607 | 126,185 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||