Position
ValueAct in Sitime Corp
Back to the book · All holders of SITM
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $224.4M$345.35 → $745.56
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 698.5K | $246.7M | — | — | — | 3.2% |
| Q1 2026 | 576.9K | $199.2M | $345.35 | −$4.52M | −$43M | 2.6% |
| Q2 2026 | 560.7K | $418M | $745.56 | $224.4M | −$5.61M | 3.4% |