What smart money is saying about SiTime
2 funds in our archive have pitched SiTime — most recently Artisan Partners U.S. Small-Cap Growth 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
Between Q2 2025 and Q3 2026, 11 fund letters reported a position in SiTime — 3 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 0 | 0 |
| Q2 2026 | 6 | 2 | 1 | 2 |
| Q3 2025 | 1 | 1 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Fund activity · 11 positions · 4 moves
- September 2026
“We have increasingly consolidated capital in our highest-conviction franchises, including Lattice Semiconductor, Entegris and SiTime, where differentiated intellectual property, market positioning and identifiable, idiosyncratic profit cycles should support attractive long-term opportunities as infrastructure architectures evolve.”
SiTime - September 2026
“We maintain meaningful exposure to AI infrastructure enablers, though we reduced that exposure during the quarter. Our investments are increasingly concentrated in our highest-conviction franchises, including Lattice Semiconductor, Onto Innovation, Modine and SiTime, where differentiated intellectual property, market positioning and identifiable profit cycles should support attractive long-term opportunities as infrastructure architectures evolve.”
SiTime - September 2026
“We have increasingly consolidated capital in our highest-conviction franchises, including Lattice Semiconductor, Entegris and SiTime, where differentiated intellectual property, market positioning and identifiable, idiosyncratic profit cycles should support attractive long-term opportunities as infrastructure architectures evolve.”
SiTime - 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 - 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 - TrimmedBaron Discovery FundJune 2026
Listed in Baron Discovery Fund’s reported holdings.
SiTime - 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 - 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 - June 2026
“ SiTime Corp (SITM) reported a strong Q1, but Q2 guidance implied further acceleration to >100% y/y.”
SiTime - September 2025
“Rebounding from weakness earlier in the year, contributing to results was the relatively new holding, SiTime Corporation that designs micro-electro-mechanical systems (MEMS) timing chips, such as oscillators and resonators, for electronic components. SiTime is the dominant market leader for MEMS timing chips, which are rapidly displacing quartz-based systems in high-performance processors. We initiated the position at the end of June and continued buying in July during SiTime’s share price weakness with a view that sales momentum from new design wins was accelerating. Subsequently, SiTime reported better-than-expected revenues and earnings that supported our evaluations, though when the initial price reaction was weak, we bought additional shares.”
SiTime - June 2025
“ SiTime Corp. (SITM) rallied strongly on improved first quarter results and guidance was solid as its Compute/Data Center end market is benefitting from growth in key AI platforms.”
SiTime
Also mentioned · 1
These funds discuss SiTime — 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
Fund coverage · 2 theses
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- 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.
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