Position in SITM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$61,560,364
+$2,108,598 QoQ
Shares Held
178,255
+5.9% QoQ
Ownership
0.675%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 94.3356427589689.ToString("F0")%
Shared 0.ToString("F0")%
None 5.664357241031107.ToString("F0")%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $525,011,297 across 9 Semiconductors names. SITM ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRUS |
Cirrus Logic, Inc.
|
1,606,448 | $232,324,509 | |
| 2 | CRDO |
Credo Technology Group Holding Ltd
|
1,079,325 | $101,316,237 | |
| 3 | ALAB |
Astera Labs, Inc.
|
834,660 | $91,478,736 | |
| 4 | SITM |
SITIME Corp
This page
|
178,255 | $61,560,364 | |
| 5 | DIOD |
Diodes Inc /Del/
|
428,170 | $29,226,884 | |
| 6 | NVDA |
Nvidia Corp
|
36,885 | $6,432,744 | |
| 7 | POWI |
Power Integrations Inc
|
31,685 | $1,622,272 | |
| 8 | INTC |
Intel Corp
|
13,356 | $589,400 |
All Filings in SITM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,560,364 | 178,255 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $59,451,766 | 168,328 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||