Position in SMTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,001,967
+$9,478,990 QoQ
Shares Held
86,512
+47.1% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#128
of 576 holders
Holding Since
Dec 2024
6 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, 2026Freestone Grove Partners LP holds $155,096,450 across 22 Semiconductors names. SMTC ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRS |
Cerebras Systems Inc.
|
100,002 | $22,100,442 | |
| 2 | MCHP |
Microchip Technology Inc
|
198,198 | $18,075,657 | |
| 3 | STM |
STMicroelectronics N.V.
|
197,342 | $14,778,942 | |
| 4 | SMTC |
Semtech Corp
This page
|
86,512 | $14,001,967 | |
| 5 | QCOM |
Qualcomm Inc/De
|
66,694 | $12,324,384 | |
| 6 | NXPI |
NXP Semiconductors N.V.
|
41,105 | $11,551,738 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
18,647 | $10,832,228 | |
| 8 | SITM |
SITIME Corp
|
13,772 | $10,267,852 |
All Filings in SMTC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,001,967 | 86,512 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,522,977 | 58,824 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,458,849 | 277,634 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,456,293 | 160,340 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,745,084 | 526,032 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $14,659,501 | 237,017 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||