Position in SITM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$405,844,093
+$190,120,871 QoQ
Shares Held
544,348
-12.9% QoQ
Ownership
1.81%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $272,789,697,280 across 62 Semiconductors names. SITM ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
606,216,492 | $121,297,857,884 | |
| 2 | AVGO |
Broadcom Inc.
|
116,394,795 | $43,968,133,811 | |
| 3 | MU |
Micron Technology Inc
|
27,705,797 | $31,980,524,418 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
39,568,601 | $22,985,796,006 | |
| 5 | INTC |
Intel Corp
|
110,339,857 | $15,406,754,231 | |
| 6 | TXN |
Texas Instruments Inc
|
24,038,147 | $7,165,050,475 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
21,126,096 | $6,293,252,737 | |
| 8 | QCOM |
Qualcomm Inc/De
|
29,645,446 | $5,478,181,965 |
All Filings in SITM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,844,093 | 544,348 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $215,723,222 | 624,651 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $190,519,515 | 539,425 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $157,758,382 | 523,575 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $107,903,711 | 506,400 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $69,607,366 | 455,337 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $95,014,693 | 442,897 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $75,622,532 | 440,922 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $52,881,773 | 425,163 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $37,736,986 | 404,773 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $47,118,851 | 385,967 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $41,618,076 | 364,272 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $40,840,388 | 346,193 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $46,404,386 | 326,263 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $31,907,257 | 313,986 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $23,728,513 | 301,391 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $46,551,586 | 285,540 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $70,420,035 | 284,158 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $79,277,169 | 270,996 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $45,839,023 | 224,514 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $28,490,978 | 225,065 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $20,264,962 | 205,527 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $16,445,426 | 146,926 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $11,212,963 | 133,440 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,557,930 | 75,046 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $813,196 | 37,354 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||