Position in SITM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$315,072,908
+$131,912,739 QoQ
Shares Held
422,599
-20.3% QoQ
Ownership
1.41%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $50,327,771,160 across 47 Semiconductors names. SITM ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
91,271,697 | $18,262,553,844 | |
| 2 | AVGO |
Broadcom Inc.
|
24,690,618 | $9,326,880,943 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
9,093,264 | $5,282,367,983 | |
| 4 | MU |
Micron Technology Inc
|
3,634,769 | $4,195,577,500 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
7,011,592 | $3,348,525,984 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
5,988,099 | $1,783,794,805 | |
| 7 | ADI |
Analog Devices Inc
|
4,245,562 | $1,686,209,853 | |
| 8 | MPWR |
Monolithic Power Systems, Inc.
|
811,974 | $1,122,440,374 |
All Filings in SITM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,072,908 | 422,599 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $183,160,169 | 530,361 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $174,904,630 | 495,214 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $200,209,344 | 664,463 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $168,809,005 | 792,233 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $129,766,756 | 848,870 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $196,658,147 | 916,693 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $191,520,928 | 1,116,675 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $153,231,681 | 1,231,964 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $113,820,403 | 1,220,856 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $146,354,508 | 1,198,841 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $136,937,421 | 1,198,577 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $143,628,120 | 1,217,497 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $165,991,511 | 1,167,064 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $119,145,485 | 1,172,461 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $122,654,489 | 1,557,913 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $241,007,247 | 1,478,300 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $366,436,316 | 1,478,639 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $446,454,654 | 1,526,132 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $281,554,104 | 1,379,018 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $196,054,110 | 1,548,733 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $144,396,347 | 1,464,466 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $62,960,625 | 562,500 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $47,266,875 | 562,500 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $25,956,975 | 547,500 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $11,638,242 | 534,600 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||