Position in SITM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$361,581
+$25,698 QoQ
Shares Held
1,047
+10.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026CWM, LLC holds $1,116,560,067 across 57 Semiconductors names. SITM ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,473,955 | $605,857,752 | |
| 2 | AVGO |
Broadcom Inc.
|
667,208 | $206,507,548 | |
| 3 | MU |
Micron Technology Inc
|
219,439 | $74,135,271 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
235,276 | $47,862,196 | |
| 5 | INTC |
Intel Corp
|
816,092 | $36,014,139 | |
| 6 | QCOM |
Qualcomm Inc/De
|
188,469 | $24,271,037 | |
| 7 | TXN |
Texas Instruments Inc
|
115,262 | $22,376,964 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
131,727 | $19,927,660 |
All Filings in SITM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $361,581 | 1,047 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $335,883 | 951 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $275,096 | 913 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $131,470 | 617 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $69,250 | 453 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $57,494 | 268 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $39,447 | 230 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $21,642 | 174 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $13,052 | 140 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $14,039 | 115 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $21,821 | 191 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $20,644 | 175 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $27,877 | 196 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $21,136 | 208 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $24,799 | 315 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $8,314 | 51 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,452 | 22 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||