Position in SITM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$67,691,017
New position
Shares Held
196,007
first reported quarter
Ownership
0.743%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 88.57846913630635.ToString("F0")%
Shared 0.ToString("F0")%
None 11.421530863693643.ToString("F0")%
Position in Semiconductors
Technology · as of Mar 31, 2026Artisan Partners Limited Partnership holds $3,342,336,425 across 16 Semiconductors names. SITM ranks #13 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
2,054,574 | $635,911,198 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,192,157 | $402,889,458 | |
| 3 | NVDA |
Nvidia Corp
|
2,098,045 | $365,899,048 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,541,203 | $313,526,926 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
3,004,182 | $278,667,922 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
1,047,159 | $232,542,599 | |
| 7 | ADI |
Analog Devices Inc
|
644,781 | $205,130,627 | |
| 8 | MPWR |
Monolithic Power Systems Inc
|
150,873 | $164,956,994 |
All Filings in SITM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,691,017 | 196,007 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||