Position in SITM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$199,243,811
-$47,473,178 QoQ
Shares Held
576,933
-17.4% QoQ
Ownership
2.19%
of shares outstanding
% of Portfolio
2.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Whale Rock Capital Management LLC holds $1,458,156,852 across 9 Semiconductors names. SITM ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
819,445 | $276,931,437 | |
| 2 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
1,174,991 | $260,930,251 | |
| 3 | AVGO |
Broadcom Inc.
|
737,142 | $228,152,820 | |
| 4 | SITM |
SITIME Corp
This page
|
576,933 | $199,243,811 | |
| 5 | TSEM |
Tower Semiconductor Ltd
|
1,066,737 | $187,191,008 | |
| 6 | NVDA |
Nvidia Corp
|
1,041,128 | $181,572,723 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
452,384 | $68,436,651 | |
| 8 | PI |
Impinj Inc
|
405,244 | $41,618,558 |
All Filings in SITM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $199,243,811 | 576,933 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $246,716,989 | 698,539 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $144,779,756 | 480,501 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $85,829,689 | 402,805 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||