Position in SITM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,389,519
-$1,731,887 QoQ
Shares Held
3,205
-73.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#236
of 563 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Lisanti Capital Growth, LLC holds $44,173,326 across 12 Semiconductors names. SITM ranks #9 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALGM |
Allegro Microsystems, Inc.
|
107,865 | $7,509,561 | |
| 2 | SIMO |
Silicon Motion Technology CORP
|
19,600 | $6,533,268 | |
| 3 | LSCC |
Lattice Semiconductor Corp
|
36,365 | $5,562,390 | |
| 4 | SMTC |
Semtech Corp
|
33,630 | $5,443,015 | |
| 5 | LASR |
Nlight, Inc.
|
67,128 | $4,673,451 | |
| 6 | ALAB |
Astera Labs, Inc.
|
6,345 | $3,064,761 | |
| 7 | POWI |
Power Integrations Inc
|
34,790 | $2,914,010 | |
| 8 | MXL |
Maxlinear, Inc
|
21,410 | $2,741,122 |
All Filings in SITM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,389,519 | 3,205 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,121,406 | 11,934 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,071,804 | 22,854 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,849,632 | 19,414 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,511,969 | 21,175 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,806,923 | 11,820 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,273,929 | 29,245 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,530,533 | 20,585 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,009,389 | 32,235 | Shares | Sole | 2024-08-01 | |
| 2023-12-31 | $2,454,418 | 20,105 | Shares | Sole | 2024-02-06 | |
| 2023-03-31 | $10,783,878 | 75,820 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,992,141 | 39,285 | Shares | Sole | 2023-02-06 | |
| 2022-06-30 | $17,124,508 | 105,039 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $23,379,586 | 94,341 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $18,902,472 | 64,615 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $11,927,611 | 58,420 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $15,310,427 | 120,945 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,279,641 | 104,256 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $11,071,108 | 98,911 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $8,070,745 | 96,046 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||