Position in SITM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,482,644
+$2,273,173 QoQ
Shares Held
8,695
-28.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#164
of 563 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026OAK RIDGE INVESTMENTS LLC holds $462,631,227 across 12 Semiconductors names. SITM ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,030,731 | $206,238,965 | |
| 2 | AVGO |
Broadcom Inc.
|
222,874 | $84,190,653 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
95,932 | $55,727,858 | |
| 4 | MU |
Micron Technology Inc
|
46,595 | $53,784,142 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
64,001 | $19,065,257 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
43,683 | $11,879,591 | |
| 7 | ADI |
Analog Devices Inc
|
28,312 | $11,244,677 | |
| 8 | SMTC |
Semtech Corp
|
46,095 | $7,460,475 |
All Filings in SITM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,482,644 | 8,695 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,209,471 | 12,189 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,260,884 | 12,064 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,719,370 | 12,344 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,673,940 | 12,549 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,992,048 | 13,031 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,828,502 | 17,846 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,369,313 | 19,645 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,521,431 | 20,272 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $2,113,057 | 22,665 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,831,767 | 23,196 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,618,922 | 14,170 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,709,975 | 14,495 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,130,036 | 14,976 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,278,176 | 12,578 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,212,048 | 15,395 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,573,591 | 15,786 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||