Position in SITM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,871,897
+$2,427,648 QoQ
Shares Held
3,852
+5.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#224
of 563 holders
Holding Since
Jun 2020
9 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, 2026ExodusPoint Capital Management, LP holds $655,405,748 across 29 Semiconductors names. SITM ranks #22 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,376,535 | $275,430,888 | |
| 2 | INTC |
Intel Corp
|
491,218 | $68,588,769 | |
| 3 | CBRS |
Cerebras Systems Inc.
|
292,273 | $64,592,333 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
146,428 | $39,821,094 | |
| 5 | STM |
STMicroelectronics N.V.
|
349,653 | $26,185,513 | |
| 6 | SMTC |
Semtech Corp
|
160,691 | $26,007,838 | |
| 7 | QCOM |
Qualcomm Inc/De
|
132,134 | $24,417,041 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
38,338 | $22,270,927 |
All Filings in SITM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,871,897 | 3,852 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $444,249 | 3,639 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,551,400 | 13,579 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $275,813 | 2,338 | Shares | Other | 2023-08-11 | |
| 2022-09-30 | $356,017 | 4,522 | Shares | Sole | 2022-11-10 | |
| 2021-09-30 | $1,044,737 | 5,117 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $444,584 | 3,512 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,872,512 | 18,991 | Shares | Other | 2021-05-17 | |
| 2020-06-30 | $244,161 | 5,150 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||