Position in SITM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,258,693
+$21,639,903 QoQ
Shares Held
29,855
+500.1% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#81
of 563 holders
Holding Since
Dec 2022
5 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, 2026Holocene Advisors, LP holds $2,737,822,485 across 23 Semiconductors names. SITM ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,083,601 | $1,217,267,724 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
1,193,476 | $693,302,143 | |
| 3 | STM |
STMicroelectronics N.V.
|
2,495,565 | $186,892,862 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
404,734 | $110,067,411 | |
| 5 | ON |
On Semiconductor Corp
|
1,010,241 | $95,508,184 | |
| 6 | MU |
Micron Technology Inc
|
77,319 | $89,248,548 | |
| 7 | MCHP |
Microchip Technology Inc
|
923,792 | $84,249,830 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
242,900 | $72,357,481 |
All Filings in SITM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,258,693 | 29,855 | Shares | Sole | 2026-08-14 | |
| 2024-06-30 | $618,790 | 4,975 | Shares | Sole | 2024-08-14 | |
| 2023-06-30 | $1,445,604 | 12,254 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,124,385 | 28,998 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $690,101 | 6,791 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||