Position in SITM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,964,888
+$2,811,419 QoQ
Shares Held
5,318
+59.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#200
of 563 holders
Holding Since
Dec 2021
9 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, 2026Gotham Asset Management, LLC holds $1,693,041,305 across 33 Semiconductors names. SITM ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,018,967 | $804,155,107 | |
| 2 | MU |
Micron Technology Inc
|
127,169 | $146,789,905 | |
| 3 | AVGO |
Broadcom Inc.
|
337,845 | $127,620,948 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
131,260 | $76,250,246 | |
| 5 | ON |
On Semiconductor Corp
|
695,708 | $65,772,234 | |
| 6 | QCOM |
Qualcomm Inc/De
|
261,133 | $48,254,767 | |
| 7 | CRUS |
Cirrus Logic, Inc.
|
322,885 | $47,958,109 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
158,727 | $47,283,186 |
All Filings in SITM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,964,888 | 5,318 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,153,469 | 3,340 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,674,707 | 7,573 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $374,528 | 1,243 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $228,847 | 1,074 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,243,844 | 5,798 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $201,867 | 1,177 | Shares | Sole | 2024-11-14 | |
| 2022-03-31 | $201,725 | 814 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $453,144 | 1,549 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||