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What smart money is saying about SiTimeUnited States flag

SITM · Technology · Semiconductors · Market cap $14.65B

1 fund in our archive has pitched SiTime — most recently Artisan Partners U.S. Small-Cap Growth Strategy in June 2026.

Company profile

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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Reported positions
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Letters

Fund activity · 2 positions · 2 moves

  • New positionClearBridge Investments SMID Cap Growth Strategy
    June 2026
    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.
    Read the letterSiTime
  • AddedArtisan Partners U.S. Small-Cap Growth Strategy
    June 2026
    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.
    Read the letterSiTime

Fund coverage · 1 thesis

  • Artisan Partners U.S. Small-Cap Growth Strategy
    June 2026

    SiTime supplies silicon-based timing solutions and should benefit from the shift from quartz to MEMS and rising AI data center demand.

    Read the full thesis

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