Position in SITM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$52,341,294
+$11,948,813 QoQ
Shares Held
70,204
-40.0% QoQ
Ownership
0.233%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#53
of 563 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026BAMCO INC /NY/ holds $1,467,195,821 across 13 Semiconductors names. SITM ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,965,306 | $593,328,077 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
667,698 | $318,872,533 | |
| 3 | AVGO |
Broadcom Inc.
|
514,536 | $194,365,974 | |
| 4 | INDI |
indie Semiconductor, Inc.
|
23,012,611 | $103,326,623 | |
| 5 | MPWR |
Monolithic Power Systems, Inc.
|
58,604 | $81,011,825 | |
| 6 | CBRS |
Cerebras Systems Inc.
|
295,028 | $65,201,188 | |
| 7 | SITM |
SITIME Corp
This page
|
70,204 | $52,341,294 | |
| 8 | MU |
Micron Technology Inc
|
43,335 | $50,021,157 |
All Filings in SITM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,341,294 | 70,204 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $40,392,481 | 116,961 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $41,144,162 | 116,493 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $53,664,214 | 178,103 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $28,382,682 | 133,202 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,621,781 | 128,356 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $17,432,922 | 81,261 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $22,727,819 | 132,516 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,482,340 | 132,516 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,354,466 | 132,516 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $31,559,633 | 258,516 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $29,413,091 | 257,445 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $29,946,094 | 253,845 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $29,070,958 | 204,394 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||