Position in SMTC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,452,207
-$8,891,630 QoQ
Shares Held
44,898
-77.5% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 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 Mar 31, 2026G2 Investment Partners Management LLC holds $50,637,165 across 9 Semiconductors names. SMTC ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSEM |
Tower Semiconductor Ltd
|
58,787 | $10,315,942 | |
| 2 | AIP |
Arteris, Inc.
|
623,003 | $10,242,169 | |
| 3 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
32,994 | $7,326,977 | |
| 4 | ALGM |
Allegro Microsystems, Inc.
|
208,569 | $6,576,180 | |
| 5 | SITM |
SITIME Corp
|
15,451 | $5,336,002 | |
| 6 | SMTC |
Semtech Corp
This page
|
44,898 | $3,452,207 | |
| 7 | VSH |
Vishay Intertechnology Inc
|
146,703 | $2,640,654 | |
| 8 | DIOD |
Diodes Inc /Del/
|
35,000 | $2,389,100 |
All Filings in SMTC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||