Position in SMTC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,522,977
-$15,935,872 QoQ
Shares Held
58,824
-78.8% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SMTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Freestone Grove Partners LP holds $81,686,552 across 17 Semiconductors names. SMTC ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCHP |
Microchip Technology Inc
|
422,859 | $27,320,919 | |
| 2 | MPWR |
Monolithic Power Systems Inc
|
15,015 | $16,416,650 | |
| 3 | AVGO |
Broadcom Inc.
|
35,268 | $10,915,798 | |
| 4 | SITM |
SITIME Corp
|
25,911 | $8,948,363 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
60,694 | $5,629,975 | |
| 6 | SMTC |
Semtech Corp
This page
|
58,824 | $4,522,977 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
14,791 | $3,008,933 | |
| 8 | QCOM |
Qualcomm Inc/De
|
11,199 | $1,442,207 |
All Filings in SMTC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||