Position in SITM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,821,324
-$5,564,608 QoQ
Shares Held
22,562
-65.2% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#103
of 565 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SILVERCREST ASSET MANAGEMENT GROUP LLC holds $826,594,381 across 27 Semiconductors names. SITM ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
820,278 | $309,860,014 | |
| 2 | NVDA |
Nvidia Corp
|
623,601 | $124,776,324 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
167,506 | $79,995,840 | |
| 4 | TXN |
Texas Instruments Inc
|
176,330 | $52,558,683 | |
| 5 | ALGM |
Allegro Microsystems, Inc.
|
537,082 | $37,391,648 | |
| 6 | AMBQ |
Ambiq Micro, Inc.
|
309,096 | $27,293,176 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
52,797 | $20,082,394 | |
| 8 | MU |
Micron Technology Inc
|
17,130 | $19,772,987 |
All Filings in SITM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,821,324 | 22,562 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,385,932 | 64,821 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,827,597 | 92,946 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,252,934 | 93,767 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,052,475 | 47,177 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,672,318 | 30,564 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,569,123 | 30,621 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,263,127 | 30,687 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $9,756,378 | 85,395 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,921,512 | 84,102 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,924,828 | 76,811 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,378,764 | 151,336 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,214,609 | 104,339 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||