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Convergence Investment Partners’s Semtech SMTC Stock Holding History

Convergence Investment Partners’s Portfolio SMTC Stock Details SMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.68M Buy
+47,461
New +$6.2M 0.73% 36
2025
Q1 		– Sell
-43,332
Closed -$2.68M – 302
2024
Q4 		$2.68M Buy
+43,332
New +$2.29M 0.6% 42
2017
Q2 		– Sell
-25,547
Closed -$863K – 400
2017
Q1 		$863K Buy
+25,547
New +$857K 0.12% 259

Other funds holding SMTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Convergence Investment Partners's SMTC Position: Q2 2026 in Review

Convergence Investment Partners opened a new position in Semtech (SMTC) in Q2 2026: 47,461 shares worth $7.68M. The stake represents 0.73% of the portfolio and ranks #36 among its holdings. This is a return to the name: Convergence Investment Partners previously reported a position in SMTC as recently as Q4 2024.

Convergence Investment Partners first reported a position in SMTC in Q1 2017 and has held it in 3 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Convergence Investment Partners held 47,461 shares of Semtech worth $7.68M as of Q2 2026.
  • Semtech was a new Convergence Investment Partners position in Q2 2026.
  • Semtech made up 0.73% of Convergence Investment Partners's portfolio in Q2 2026, its #36 holding.
  • Convergence Investment Partners first reported a position in Semtech in Q1 2017 and has held it in 3 quarters since.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.