Position in SITM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$390,673
New position
Shares Held
524
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#387
of 563 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 14%
Shared 0%
None 86%
Position in Semiconductors
Technology · as of Jun 30, 2026HMS Capital Management, LLC holds $36,603,115 across 9 Semiconductors names. SITM ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
12,115 | $13,984,223 | |
| 2 | NVDA |
Nvidia Corp
|
41,317 | $8,267,118 | |
| 3 | AVGO |
Broadcom Inc.
|
13,537 | $5,113,601 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
8,414 | $4,887,776 | |
| 5 | QCOM |
Qualcomm Inc/De
|
7,705 | $1,423,806 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
3,147 | $1,197,024 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
763 | $1,054,740 | |
| 8 | SITM |
SITIME Corp
This page
|
524 | $390,673 |
All Filings in SITM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,673 | 524 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||