What Makes SiTime Corporation (SITM) an Investment Choice?
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Whale Rock Capital Management Alex Sacerdote | 576,933 | $199,243,812 | -18% | 2.57% |
| 2. | Driehaus Capital Richard Driehaus | 227,965 | $78,727,713 | -45% | 0.58% |
| 3. | Hood River Capital Management David Swank | 202,750 | $70,019,713 | -25% | 0.7% |
| 4. | BAMCO Inc. Ron Baron | 116,961 | $40,392,481 | +1% | 0.12% |
| 5. | D E Shaw D. E. Shaw | 116,835 | $40,348,967 | +16128% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $273.03 | 400 | $109,212.00 | 2,893 | 2021-12-06 | Filing | |
| $13.00 | 7,692 | $99,996.00 | 7,692 | 2019-11-25 | Filing | |
| $13.00 | 50,000 | $650,000.00 | 50,000 | 2019-11-25 | Filing | |
| $13.00 | 2,307 | $29,991.00 | 2,307 | 2019-11-25 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $779.50 | 400,000 | $311,800,000.00 | 3,020,000 | 2026-05-14 | Filing | |
| $860.86 | 1,500 | $1,291,290.00 | 12,234 | 2026-05-12 | Filing | |
| $484.05 | 2,419 | $1,170,916.95 | 84,250 | 2026-04-17 | Filing | |
| $425.00 | 1,247 | $529,975.00 | 86,669 | 2026-04-10 | Filing | |
| $375.00 | 1,249 | $468,375.00 | 87,916 | 2026-03-25 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,954,935 | $1,365,836,998 | 0.07% | |
| 2. | 2,880,735 | $994,861,746 | 0.02% | |
| 3. | 1,391,565 | $480,576,973 | 0.02% | |
| 4. | 993,986 | $343,273,065 | 0% | |
| 5. | 924,843 | $319,394,530 | 0.01% |