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 Q2	$14M	Buy	86,512 +27,688	+47%	+$3.62M	0.09%	252
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Freestone Grove Partners's SMTC Position: Q2 2026 in Review

Freestone Grove Partners increased its Semtech (SMTC) stake by 47% in Q2 2026, buying an estimated $3.62M and bringing the position to 86,512 shares worth $14M. The position accounts for 0.09% of the portfolio, ranked #252.

Freestone Grove Partners first reported a position in SMTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.7M in Q2 2025. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Freestone Grove Partners held 86,512 shares of Semtech worth $14M as of Q2 2026.
Freestone Grove Partners bought 27,688 Semtech shares in Q2 2026, an estimated $3.62M.
Semtech made up 0.09% of Freestone Grove Partners's portfolio in Q2 2026, its #252 holding.
Freestone Grove Partners first reported a position in Semtech in Q4 2024 and has held it in 6 quarters since.
Freestone Grove Partners's Semtech position peaked at $23.7M in Q2 2025.
577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.