Position in SITM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$36,267,620
-$7,513,106 QoQ
Shares Held
105,017
-15.3% QoQ
Ownership
0.398%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 90.37584391098584.ToString("F0")%
Shared 0.ToString("F0")%
None 9.624156089014159.ToString("F0")%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Derivatives in SITM
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$903,930
PutShares
3,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Mar 31, 2026SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC holds $457,309,348 across 12 Semiconductors names. SITM ranks #6 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSEM |
Tower Semiconductor Ltd
|
692,055 | $121,441,811 | |
| 2 | NVDA |
Nvidia Corp
|
449,477 | $78,388,788 | |
| 3 | SIMO |
Silicon Motion Technology CORP
|
456,375 | $51,246,348 | |
| 4 | LSCC |
Lattice Semiconductor Corp
|
531,000 | $49,255,560 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
125,161 | $42,298,159 | |
| 6 | SITM |
SITIME Corp
This page
|
105,017 | $36,267,620 | |
| 7 | ADI |
Analog Devices Inc
|
104,000 | $33,086,560 | |
| 8 | CRUS |
Cirrus Logic, Inc.
|
199,771 | $28,890,882 |
All Filings in SITM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,267,620 | 105,017 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,780,726 | 123,958 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $903,930 | 3,000 | Put | Sole | 2025-11-14 | |
| 2024-12-31 | $3,861,540 | 18,000 | Call | Sole | 2025-02-14 | |
| 2023-12-31 | $13,703,846 | 112,253 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $16,515,800 | 140,000 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $24,088,215 | 169,361 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,125,865 | 109,485 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,384,100 | 170,000 | Call | Sole | 2022-11-14 | |
| 2022-06-30 | $67,777,277 | 415,735 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $41,187,684 | 166,200 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $86,059,460 | 347,266 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $91,971,358 | 314,389 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $47,673,286 | 233,498 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $2,552,125 | 12,500 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $27,622,824 | 218,207 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||