Position in SITM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$855,777
+$487,149 QoQ
Shares Held
2,478
+43.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
8 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, 2026TWINBEECH CAPITAL LP holds $28,155,815 across 10 Semiconductors names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ON |
On Semiconductor Corp
|
62,779 | $5,935,126 | |
| 2 | ADI |
Analog Devices Inc
|
13,696 | $5,439,640 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
3,934 | $5,438,204 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
10,436 | $3,969,541 | |
| 5 | QCOM |
Qualcomm Inc/De
|
12,393 | $2,290,102 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
13,127 | $1,949,753 | |
| 7 | RMBS |
Rambus Inc
|
14,307 | $1,899,111 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
9,284 | $765,094 |
All Filings in SITM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $855,777 | 2,478 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $368,628 | 1,730 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $1,426,885 | 15,305 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,721,041 | 22,289 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $2,082,959 | 26,457 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,102,649 | 25,165 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $627,006 | 3,071 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $208,144 | 2,111 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||