SITIME Corp

SITM

Held by 2 specialist biotech funds

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Fund Holdings

Driehaus Capital Eventide Asset Management

AI Signal

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Position Trend

Feb 13, 2026

$55.1M

1 fund

Feb 17, 2026

$145.8M

1 fund

+165% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 412,873Value: $145.8M

**Signal Note: Driehaus Capital initiates $145.8M SITM position** SiTime is a timing solution semiconductor company, not a biotech/drug developer—this signals growth investor confidence in their MEMS timing technology franchise amid AI infrastructure buildout and data center expansion. The position size suggests conviction in secular semiconductor tailwinds rather than biotech-specific catalysts, marking a thematic shift toward semiconductor enablement of AI compute rather than traditional biopharma plays.

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Insider Signals

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Also Held by These Funds

AXON2 funds NVDA2 funds VEEV2 funds VCYT2 funds LBRT2 funds RMBS2 funds LITE2 funds UNP

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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**Signal Note: Eventide Initiates $55.1M SITM Position** Eventide's entry into SiTime (SITM) signals conviction in the timing synchronization IC market, where the company holds ~25% gross margins and benefits from secular demand in 5G infrastructure, automotive electrification, and data center buildouts. This is a non-pharma biotech allocation, suggesting Eventide sees SITM as a defensive, cash-generative play in the semiconductor supply chain rather than a clinical-stage bet—notable given Eventide's typical focus on drug development.