What Makes SiTime (SITM) an Investment Bet?

What Makes Si Time (SITM) an Investment Bet? Soumya Eswaran Wed, June 24, 2026 at 8:56 PM GMT+7 3 min read SITM ^RUT CL=F Brown Capital Management, an investment management company, released its first quarter 2026 investor letter for “The Brown Capital Management Small Company Fund”. A copy of the letter can be downloaded here. In the first quarter of 2026, the Small Company Fund (Investor shares) fell 19.78%, significantly lagging the Russell 2000 Growth index’s 2.81% decline. Worsened market conditions due to the Iran war, driving the oil price spike and increased volatility in equities. Despite stabilization in the performance as the quarter progressed, early declines and weakness in large positions significantly impacted the Fund’s performance. Please review the Fund’s top five holdings to gain insights into their key selections for 2026.

In its first-quarter 2026 investor letter, The Brown Capital Management Small Company Fund highlighted SiTime Corporation (NASDAQ:SITM) as a newly added position. SiTime Corporation (NASDAQ:SITM) designs and develops solutions for silicon timing systems. On June 23, 2026, SiTime Corporation (NASDAQ:SITM) closed at $706.90 per share. One-month return of SiTime Corporation (NASDAQ:SITM) was -2.66%, and its shares gained 246.94% over the past 52 weeks. SiTime Corporation (NASDAQ:SITM) has a market capitalization of $18.66 billion.

The Brown Capital Management Small Company Fund stated the following regarding SiTime Corporation (NASDAQ:SITM) in its Q1 2026 investor letter: