Position in SITM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,159,667
-$5,155,501 QoQ
Shares Held
33,746
-61.6% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
#76
of 563 holders
Holding Since
Dec 2025
3 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, 2026Aperture Investors, LLC holds $150,254,705 across 8 Semiconductors names. SITM ranks #4 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALGM |
Allegro Microsystems, Inc.
|
443,427 | $30,871,387 | |
| 2 | LSCC |
Lattice Semiconductor Corp
|
177,154 | $27,097,475 | |
| 3 | POWI |
Power Integrations Inc
|
307,841 | $25,784,762 | |
| 4 | SITM |
SITIME Corp
This page
|
33,746 | $25,159,667 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
48,314 | $23,073,316 | |
| 6 | NVDA |
Nvidia Corp
|
70,860 | $14,178,377 | |
| 7 | MU |
Micron Technology Inc
|
2,325 | $2,683,724 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
17,061 | $1,405,997 |
All Filings in SITM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,159,667 | 33,746 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,315,168 | 87,781 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,880,379 | 13,818 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||