SITM in the 13F filings
Sitime Corp · CUSIP 82982T106
- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 15 Aug 2024
- latest of these filings; the earliest 12 Aug 2024
- Managers listing it
- 2
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 2 listed it in both
- Shares listed
- 58,503
- combined, among listed positions
- Reported value
- $7.3m
- combined, at the quarter end
Among the 94 comparable managers: 1 buyer (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -215,720.
Managers listing SITM in Q2 2024
2 of 2 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Polen Capital Management LLC | 46,054 | $5.7m | under 0.1% | Trimmed | -15,509 | 12 Aug 2024 (the filing on sec.gov) |
| PDT Partners LLC | 12,449 | $1.5m | 0.15% | Added | +4,104 | 15 Aug 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- PDT Partners LLCexisting position · 12,449 shares now+4,104
Reductions
- Polen Capital Management LLCexisting position · 46,054 shares now-15,509
New positions and exits
New (0)
No new position among listed positions.
Exited (1)
- Capital World Investorswas $19m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2019 | 1 | $5.4m | n.a. | n.a. |
| Q2 2020 | 1 | $8.2m | n.a. | n.a. |
| Q1 2021 | 1 | $727k | n.a. | n.a. |
| Q2 2021 | 1 | $3.1m | n.a. | n.a. |
| Q3 2021 | 2 | $13m | n.a. | n.a. |
| Q4 2021 | 5 | $529m | n.a. | n.a. |
| Q1 2022 | 2 | $563m | n.a. | n.a. |
| Q2 2022 | 5 | $402m | n.a. | n.a. |
| Q3 2022 | 5 | $61m | n.a. | n.a. |
| Q4 2022 | 4 | $85m | n.a. | n.a. |
| Q1 2023 | 6 | $477m | n.a. | n.a. |
| Q2 2023 | 7 | $78m | n.a. | n.a. |
| Q3 2023 | 5 | $67m | n.a. | n.a. |
| Q4 2023 | 4 | $69m | 2 | 1 |
| Q1 2024 | 3 | $26m | 1 | 2 |
| Q2 2024 | 2 | $7.3m | 1 | 2 |
| Q3 2024 | 3 | $626m | 2 | 1 |
| Q4 2024 | 4 | $776m | 1 | 3 |
| Q1 2025 | 5 | $611m | 3 | 2 |
| Q2 2025 | 6 | $951m | 5 | 1 |
| Q3 2025 | 6 | $1.6bn | 3 | 3 |
| Q4 2025 | 6 | $1.9bn | 15 | 12 |
| Q1 2026 | 10 | $2.0bn | 20 | 9 |
| Q2 2026 | 20 | $5.0bn | 26 | 14 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SITM and NVDA →SITM and AVGO →SITM and MU →Choose a stock to compare with SITM →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own SITM, latest filings →Back to the 13F Explorer →