Position in SITM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$187,881
+$97,745 QoQ
Shares Held
252
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#462
of 565 holders
Holding Since
Sep 2022
14 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, 2026Versant Capital Management, Inc holds $61,184,585 across 46 Semiconductors names. SITM ranks #24 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
53,172 | $20,085,723 | |
| 2 | NVDA |
Nvidia Corp
|
92,349 | $18,478,111 | |
| 3 | MU |
Micron Technology Inc
|
4,701 | $5,426,317 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
6,440 | $3,741,060 | |
| 5 | INTC |
Intel Corp
|
20,096 | $2,806,004 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
678 | $937,240 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,961 | $936,514 | |
| 8 | CRUS |
Cirrus Logic, Inc.
|
6,117 | $908,558 |
All Filings in SITM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,881 | 252 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $90,136 | 261 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $90,769 | 257 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $81,353 | 270 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $57,744 | 271 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $16,662 | 109 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $15,446 | 72 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $8,060 | 47 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $6,219 | 50 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $1,584 | 17 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $366 | 3 | Shares | Sole | 2024-01-08 | |
| 2023-06-30 | $589 | 5 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $426 | 3 | Shares | Sole | 2023-04-10 | |
| 2022-09-30 | $236 | 3 | Shares | Sole | 2022-12-30 | |
| No filing history on record for this holder in this stock. | ||||||