Position in SITM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,573,603
-$714,591 QoQ
Shares Held
16,139
-9.4% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 21.352004461242952.ToString("F0")%
Shared 0.ToString("F0")%
None 78.64799553875704.ToString("F0")%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Informed Momentum Co LLC holds $38,538,803 across 8 Semiconductors names. SITM ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LASR |
Nlight, Inc.
|
246,778 | $14,071,281 | |
| 2 | SITM |
SITIME Corp
This page
|
16,139 | $5,573,603 | |
| 3 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
24,036 | $5,337,674 | |
| 4 | TSEM |
Tower Semiconductor Ltd
|
28,577 | $5,014,691 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
42,028 | $3,898,517 | |
| 6 | AIP |
Arteris, Inc.
|
205,676 | $3,381,313 | |
| 7 | QUIK |
QUICKLOGIC Corp
|
86,425 | $810,666 | |
| 8 | MRAM |
Everspin Technologies Inc.
|
51,315 | $451,058 |
All Filings in SITM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,573,603 | 16,139 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,288,194 | 17,804 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,436,584 | 21,362 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $5,928,536 | 27,635 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,847,730 | 28,265 | Shares | Sole | 2024-11-13 | |
| 2022-03-31 | $1,760,761 | 7,105 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,899,071 | 9,910 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,057,421 | 10,077 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $4,505,406 | 40,252 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,782,313 | 80,713 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,037,463 | 64,068 | 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. | ||||||