Position in SITM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$450,318
+$182,672 QoQ
Shares Held
604
-22.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#377
of 563 holders
Holding Since
Jun 2024
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, 2026F/m Investments LLC holds $183,114,146 across 17 Semiconductors names. SITM ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
186,662 | $70,511,570 | |
| 2 | NVDA |
Nvidia Corp
|
294,630 | $58,952,516 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
34,416 | $19,992,598 | |
| 4 | MU |
Micron Technology Inc
|
9,890 | $11,415,928 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
21,768 | $6,484,469 | |
| 6 | TXN |
Texas Instruments Inc
|
18,844 | $5,616,831 | |
| 7 | QCOM |
Qualcomm Inc/De
|
13,536 | $2,501,317 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
7,403 | $2,013,245 |
All Filings in SITM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,318 | 604 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $267,646 | 775 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,171,637 | 25,968 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,804,627 | 32,540 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,020,133 | 32,946 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,957,268 | 32,428 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,906,654 | 27,533 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,413,035 | 72,375 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $8,909,463 | 71,631 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||