LongSITMJul 2026
SiTime Corporation
SiTime is the leading pure-play precision-timing semiconductor company. Adoption is increasing in AI data centers as well as applications such as Apple's iPhone, while its most…
SITM
Which hedge funds are long SITM?
2 published ideas on SiTime Corporation across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on SiTime Corporation: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongSITMSep 2026
SiTime Corporation
SiTime is a new technology position and a leader in precision timing devices. Its silicon-based products are increasingly replacing legacy quartz components. Rising data rates in…