Position in SITM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,321,084
+$2,555,627 QoQ
Shares Held
58,842
+17.0% QoQ
Ownership
0.223%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Polar Capital Holdings Plc holds $4,749,713,696 across 17 Semiconductors names. SITM ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
11,805,589 | $2,058,894,721 | |
| 2 | AVGO |
Broadcom Inc.
|
2,873,262 | $889,303,321 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
3,405,482 | $692,777,203 | |
| 4 | INTC |
Intel Corp
|
8,086,018 | $356,835,974 | |
| 5 | MU |
Micron Technology Inc
|
1,026,335 | $346,737,016 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
930,778 | $206,697,870 | |
| 7 | ADI |
Analog Devices Inc
|
130,808 | $41,615,257 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
415,800 | $41,184,990 |
All Filings in SITM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,321,084 | 58,842 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $17,765,457 | 50,300 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $19,818,363 | 65,774 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,142,228 | 33,519 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,242,903 | 53,921 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,000,328 | 32,631 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,662,948 | 62,171 | Shares | Defined | 2024-11-14 | |
| 2023-03-31 | $56,789,736 | 399,281 | Shares | Defined | 2023-12-13 | |
| 2022-12-31 | $51,844,491 | 510,180 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $23,082,691 | 293,188 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $63,010,442 | 386,496 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $79,076,388 | 319,088 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||