Position in SITM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$685,169
+$393,349 QoQ
Shares Held
919
+8.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#334
of 565 holders
Holding Since
Mar 2026
2 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, 2026PINNACLE ASSOCIATES LTD holds $828,656,655 across 22 Semiconductors names. SITM ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
217,570 | $251,138,875 | |
| 2 | NVDA |
Nvidia Corp
|
954,703 | $191,026,523 | |
| 3 | AVGO |
Broadcom Inc.
|
451,507 | $170,556,769 | |
| 4 | LASR |
Nlight, Inc.
|
712,536 | $49,606,756 | |
| 5 | QRVO |
Qorvo, Inc.
|
341,600 | $31,861,032 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
41,981 | $24,387,182 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
73,218 | $21,810,910 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
50,275 | $14,128,783 |
All Filings in SITM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,169 | 919 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $291,820 | 845 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||