Position in SITM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,727,800
-$1,608,202 QoQ
Shares Held
5,000
-67.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#210
of 565 holders
Holding Since
Mar 2023
6 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, 2026G2 Investment Partners Management LLC holds $77,802,780 across 8 Semiconductors names. SITM ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMTC |
Semtech Corp
|
88,083 | $14,256,233 | |
| 2 | DIOD |
Diodes Inc /Del/
|
129,930 | $14,219,539 | |
| 3 | VSH |
Vishay Intertechnology Inc
|
222,300 | $11,955,294 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
29,269 | $11,133,049 | |
| 5 | TSEM |
Tower Semiconductor Ltd
|
41,000 | $10,686,240 | |
| 6 | AIP |
Arteris, Inc.
|
183,386 | $8,910,725 | |
| 7 | SITM |
SITIME Corp
This page
|
5,000 | $3,727,800 | |
| 8 | AMBQ |
Ambiq Micro, Inc.
|
33,000 | $2,913,900 |
All Filings in SITM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,727,800 | 5,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,336,002 | 15,451 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,708,486 | 27,488 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,819,028 | 49,182 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,142,608 | 47,600 | Shares | Sole | 2025-08-14 | |
| 2023-03-31 | $2,986,830 | 21,000 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||