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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
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

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Convergence Investment Partners's SMTC Position: Q1 2025 in Review

Convergence Investment Partners sold out of Semtech (SMTC) in Q1 2025, closing a stake of 43,332 shares — an estimated $2.68M sold.

Convergence Investment Partners first reported a position in SMTC in Q1 2017 and held it in 2 quarters. The position peaked at $2.68M in Q4 2024. 315 funds tracked by Wall St. Rank hold SMTC as of Q1 2025.

  • Convergence Investment Partners reported no remaining Semtech position as of Q1 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 43,332 Semtech shares in Q1 2025, an estimated $2.68M.
  • Convergence Investment Partners first reported a position in Semtech in Q1 2017 and held it in 2 quarters.
  • Convergence Investment Partners's Semtech position peaked at $2.68M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Semtech as of Q1 2025.

Based on Convergence Investment Partners's 13F filing for Q1 2025, filed 6 May 2025.