Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
The Osterweis Opportunity Fund James Callinan, Bryan Wong | “Our best performer within IT was SiTime, which returned 114% in the quarter. The company is the leading pure-play precision timing semiconductor company, with increasing adoption in AI data centers and other applications like Apple's iPhone. The company reported 88% growth in its most recent quarter, reflecting broad-based acceleration in its Communications, Enterprise, and Data Center division. SiTime also acquired Renesas's timing business, furthering its target of 25-30% annual growth and 30%+ operating margins. We believe precision timing is an underappreciated part of AI infrastructure, and SiTime is the market leader.” | NEUTRAL | Q2 2026 Jul 29, 2026 | View Pitch |
Artisan Partners Small Cap Fund Jay Warner | “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.” | BULL | Q2 2026 Jul 21, 2026 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
