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G2 Investment Partners Management’s Semtech SMTC Stock Holding History

G2 Investment Partners Management’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 		$14.3M Buy
88,083
+43,185
+96% +$5.64M 2.6% 9
2026
Q1 		$3.45M Buy
+44,898
New +$3.69M 0.85% 39
2025
Q1 		– Sell
-199,577
Closed -$12.3M – 72
2024
Q4 		$12.3M Buy
199,577
+73,392
+58% +$3.87M 3.19% 6
2024
Q3 		$5.76M Buy
+126,185
New +$4.64M 1.64% 27
2016
Q2 		– Sell
-15,000
Closed -$330K – 101
2016
Q1 		$330K Buy
+15,000
New +$289K 0.16% 66
2014
Q3 		– Sell
-98,784
Closed -$2.58M – 91
2014
Q2 		$2.58M Buy
+98,784
New +$2.48M 0.93% 39

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

G2 Investment Partners Management's SMTC Position: Q2 2026 in Review

G2 Investment Partners Management increased its Semtech (SMTC) stake by 96% in Q2 2026, buying an estimated $5.64M and bringing the position to 88,083 shares worth $14.3M. The position accounts for 2.6% of the portfolio, ranked #9.

G2 Investment Partners Management first reported a position in SMTC in Q2 2014 and has held it in 6 quarters since. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • G2 Investment Partners Management held 88,083 shares of Semtech worth $14.3M as of Q2 2026.
  • G2 Investment Partners Management bought 43,185 Semtech shares in Q2 2026, an estimated $5.64M.
  • Semtech made up 2.6% of G2 Investment Partners Management's portfolio in Q2 2026, its #9 holding.
  • G2 Investment Partners Management first reported a position in Semtech in Q2 2014 and has held it in 6 quarters since.
  • 574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on G2 Investment Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.