Informed Momentum Co LLC

Position in SITM — SITIME Corp

CIK 1510989 Solana Beach, CA

Position in SITM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$10,484,064

+$4,910,461 QoQ

Shares Held

14,062

-12.9% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#138

of 565 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Technology · as of Jun 30, 2026

Informed Momentum Co LLC holds $83,282,300 across 16 Semiconductors names. SITM ranks #1 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SITM	SITIME Corp This page	14,062	$10,484,064
2	SMTC	Semtech Corp	63,295	$10,244,295
3	MTSI	MACOM Technology Solutions Holdings, Inc.	23,662	$9,000,314
4	AIP	Arteris, Inc.	162,933	$7,916,914
5	LASR	Nlight, Inc.	99,725	$6,942,854
6	LSCC	Lattice Semiconductor Corp	41,398	$6,332,238
7	TSEM	Tower Semiconductor Ltd	21,954	$5,722,090
8	AMBQ	Ambiq Micro, Inc.	50,968	$4,500,474

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,484,064	14,062	-12.9%	Shares	Sole	2026-08-13
2026-03-31	$5,573,603	16,139	-9.4%	Shares	Sole	2026-05-13
2025-12-31	$6,288,194	17,804	-16.7%	Shares	Sole	2026-02-12
2025-09-30	$6,436,584	21,362	-22.7%	Shares	Sole	2025-11-14
2024-12-31	$5,928,536	27,635	-2.2%	Shares	Sole	2025-02-13
2024-09-30	$4,847,730	28,265	+297.8%	Shares	Sole	2024-11-13
2022-03-31	$1,760,761	7,105	-28.3%	Shares	Sole	2022-05-13
2021-12-31	$2,899,071	9,910	-1.7%	Shares	Sole	2022-02-11
2021-09-30	$2,057,421	10,077	-75.0%	Shares	Sole	2021-11-12
2020-12-31	$4,505,406	40,252	-50.1%	Shares	Sole	2021-02-11
2020-09-30	$6,782,313	80,713	+26.0%	Shares	Sole	2020-11-13
2020-06-30	$3,037,463	64,068	-41.3%	Shares	Sole	2020-08-13
2020-03-31	$2,377,762	109,222	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.