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Freestone Grove Partners’s Semtech SMTC Stock Holding History

Freestone Grove 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
Q1 		$4.52M Sell
58,824
-218,810
-79% -$18M 0.03% 328
2025
Q4 		$20.5M Buy
277,634
+117,294
+73% +$8.32M 0.15% 207
2025
Q3 		$11.5M Sell
160,340
-365,692
-70% -$19.9M 0.09% 277
2025
Q2 		$23.7M Buy
+526,032
New +$18.7M 0.18% 180
2025
Q1 		– Sell
-237,017
Closed -$14.7M – 770
2024
Q4 		$14.7M Buy
+237,017
New +$12.5M 0.18% 167

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Freestone Grove Partners's SMTC Position: Q1 2026 in Review

Freestone Grove Partners reduced its Semtech (SMTC) stake by 79% in Q1 2026, selling an estimated $18M and leaving 58,824 shares worth $4.52M. The position accounts for 0.03% of the portfolio, ranked #328.

Freestone Grove Partners first reported a position in SMTC in Q4 2024 and has held it in 5 quarters since. The position peaked at $23.7M in Q2 2025. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Freestone Grove Partners held 58,824 shares of Semtech worth $4.52M as of Q1 2026.
  • Freestone Grove Partners sold 218,810 Semtech shares in Q1 2026, an estimated $18M.
  • Semtech made up 0.03% of Freestone Grove Partners's portfolio in Q1 2026, its #328 holding.
  • Freestone Grove Partners first reported a position in Semtech in Q4 2024 and has held it in 5 quarters since.
  • Freestone Grove Partners's Semtech position peaked at $23.7M in Q2 2025.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.