Position in SITM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,428,485
+$3,747,423 QoQ
Shares Held
16,670
-33.7% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#117
of 563 holders
Holding Since
Sep 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $204,012,538 across 11 Semiconductors names. SITM ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADI |
Analog Devices Inc
|
135,169 | $53,685,071 | |
| 2 | AVGO |
Broadcom Inc.
|
135,358 | $51,131,484 | |
| 3 | NVDA |
Nvidia Corp
|
222,332 | $44,486,409 | |
| 4 | SITM |
SITIME Corp
This page
|
16,670 | $12,428,485 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
79,865 | $12,216,150 | |
| 6 | MU |
Micron Technology Inc
|
8,964 | $10,347,055 | |
| 7 | SMTC |
Semtech Corp
|
60,445 | $9,783,023 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
25,396 | $9,659,876 |
All Filings in SITM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,428,485 | 16,670 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,681,062 | 25,137 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,842,226 | 30,698 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,244,272 | 57,231 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,266,833 | 48,183 | Shares | Sole | 2025-08-14 | |
| 2021-09-30 | $1,847,738 | 9,050 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||