Position in SITM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$137,012,306
+$75,451,942 QoQ
Shares Held
183,771
+3.1% QoQ
Ownership
0.611%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#25
of 563 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $1,359,267,168 across 13 Semiconductors names. SITM ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALAB |
Astera Labs, Inc.
|
857,286 | $414,086,283 | |
| 2 | CRDO |
Credo Technology Group Holding Ltd
|
990,437 | $269,349,342 | |
| 3 | CRUS |
Cirrus Logic, Inc.
|
1,705,024 | $253,247,214 | |
| 4 | MXL |
Maxlinear, Inc
|
1,282,533 | $164,202,699 | |
| 5 | SITM |
SITIME Corp
This page
|
183,771 | $137,012,306 | |
| 6 | VSH |
Vishay Intertechnology Inc
|
1,095,699 | $58,926,692 | |
| 7 | DIOD |
Diodes Inc /Del/
|
443,716 | $48,560,279 | |
| 8 | NVDA |
Nvidia Corp
|
36,885 | $7,380,319 |
All Filings in SITM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,012,306 | 183,771 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $61,560,364 | 178,255 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $59,451,766 | 168,328 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||