What smart money is saying about SiTime Corporation
2 funds in our archive have pitched SiTime Corporation — most recently Baron Discovery Strategy in June 2026.
SiTime Corporation is a company that focuses on the development, manufacturing, and worldwide distribution of advanced silicon-based timing solutions. Their operations span key regions such as Taiwan, Hong Kong, and the United States, in addition to broader international markets. The company's core offerings include a comprehensive range of timing components like resonators, clock integrated circuits (ICs), and diverse types of oscillators. These precision timing products are crucial for a wide array of sectors, finding applications in communications and enterprise infrastructure, automotive systems, industrial environments, the Internet of Things (IoT), mobile technology, consumer electronics, and even aerospace and defense. SiTime commercializes its timing product portfolio through an extensive network of channel partners, including both distributors and resellers. The corporation was founded in 2003 and is presently headquartered in Santa Clara, California.
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Position history
Every position in SiTime Corporation on record in the archive was reported in Q2 2026, across 6 fund letters — 2 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 6 | 2 | 1 | 2 |
Fund activity · 6 positions · 3 moves
- New positionClearBridge Investments SMID Cap Growth StrategyJune 2026
“In addition to the transactions mentioned above, we initiated positions in Arxis, Sterling Infrastructure, and Woodward in the industrials sector, SiTime, Cipher Digital, D-Wave Quantum and DigitalOcean in the IT sector, Liftoff Mobile in the communication services sector and Axsome Therapeutics, Vaxcyte and Kymera Therapeutics in the health care sector.”
SiTime Corporation - June 2026
“SiTime develops silicon-based timing solutions used across communications, data center and industrial applications. We believe the company is well positioned to benefit from the ongoing transition from legacy quartz timing solutions to higher performance microelectromechanical systems (MEMS) timing devices, with AI infrastructure supporting sustained growth. Recent results significantly exceeded expectations, driven by accelerating demand for AI infrastructure and higher timing content per system, which fueled strong revenue growth and margin expansion. We continue to see multiple catalysts, including higher speed networking, expanding inference workloads and increasing product content. We added to the position during the quarter as our research strengthened our conviction that timing orchestration will become increasingly important in optimizing AI data center performance, while semiconductor-based timing solutions continue to replace legacy quartz technology.”
SiTime Corporation - TrimmedBaron Discovery FundJune 2026
Listed in Baron Discovery Fund’s reported holdings.
SiTime Corporation - June 2026
“NVIDIA, Micron, Broadcom, AMD, Applied Materials, Seagate, Western Digital, Corning, SiTime, TSMC, ASML, and Sandisk were among the positions that contributed to the quarter’s technology-led gains.”
SiTime Corporation - June 2026
“SiTime Corporation is a fabless semiconductor company that designs and sells micro-electro-mechanical system (MEMS)- based timing solutions and clock chips across consumer, communications, data center, automotive, and industrial end markets.”
SiTime Corporation - June 2026
“ SiTime Corp (SITM) reported a strong Q1, but Q2 guidance implied further acceleration to >100% y/y.”
SiTime Corporation
Also mentioned · 1
These funds discuss SiTime Corporation — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“As Credo's market capitalization has outgrown the benchmark following its removal from the index, we have begun exiting the position. SiTime, a designer of precision silicon timing semiconductors, rose 116% after strong results and raised guidance driven by AI data center buildouts.”
SiTime Corporation
Fund coverage · 2 theses
- Baron Discovery StrategyJune 2026
SiTime Corporation designs MEMS-based timing solutions and is expected to keep growing rapidly as its unique products gain share and benefit from AI-related data center demand.
Read the full thesis SiTime supplies silicon-based timing solutions and should benefit from the shift from quartz to MEMS and rising AI data center demand.
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