Position in SITM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,452,330
+$1,959,690 QoQ
Shares Held
7,101
+207.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,618,400,421 across 8 Semiconductors names. SITM ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
2,697,567 | $834,923,962 | |
| 2 | NVDA |
Nvidia Corp
|
4,104,247 | $715,780,676 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
174,686 | $59,035,133 | |
| 4 | LASR |
Nlight, Inc.
|
89,791 | $5,119,882 | |
| 5 | SITM |
SITIME Corp
This page
|
7,101 | $2,452,330 | |
| 6 | SMTC |
Semtech Corp
|
6,553 | $503,860 | |
| 7 | SKYT |
SkyWater Technology, Inc
|
12,715 | $348,518 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
1,063 | $236,060 |
All Filings in SITM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,452,330 | 7,101 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $492,640 | 2,312 | Shares | Sole | 2025-08-13 | |
| 2024-06-30 | $5,728,196 | 46,054 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,739,518 | 61,563 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,227,386 | 34,628 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $3,940,711 | 34,492 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,150,656 | 35,184 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,048,415 | 21,433 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,236,452 | 22,008 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||