NASDAQ · Technology

SITIME CORP SITM

SiTime Corporation engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally. It offers various types of oscillators, as well as clock integrated circuits, resonators, and synchronization software for use in artificial intelligence systems, data center, communications, enterprise, automotive, industrial, aerospace, defense, mobile, Internet of Things, and consumer markets.

Semiconductors

Company profile

Business mix

  • It offers various types of oscillators, as well as clock integrated circuits, resonators, and synchronization software for use in artificial intelligence systems, data center, communications, enterprise, automotive, industrial, aerospace, defense.
  • The company was incorporated in 2003 and is based in Santa Clara, California.

Current key questions

  • Can demand for the company's products and platforms keep growing within semiconductors?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 0.33% Buyback -9.85%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Whale Rock Capital Management Alex Sacerdote 2.6% $199.2M 2026-03-31
Baron Capital Ron Baron 0.1% $40.4M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $161,624 Estimated from net added shares
Reduction amount $42.0M Estimated from net reduced shares
Net share change / base shares -14.9% -121,138 / 815,032
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 0.4% 13F value change -$751,682
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 116,493 Last 1 periods +468 (+0.4%) Total shares 116,961 Value $40.4M
Whale Rock Capital Management Alex Sacerdote 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -17.4% 13F value change -$47.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 698,539 Last 1 periods -121,606 (-17.4%) Total shares 576,933 Value $199.2M

Recent mentions

No public mentions.