Brown Capital Management Adds SiTime to Small Company Fund in Q1 2026

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Brown Capital Management added SiTime Corporation to its Small Company Fund during the first quarter of 2026. The fund disclosed the new position in its quarterly investor letter, noting SiTime makes silicon-based timing components that replace quartz crystals in electronics. For fiscal 2025, SiTime reported total revenue of $362 million, up 61% year-over-year, with a GAAP EBIT margin of negative 21%, improved from negative 56.9% in 2024. The fund also highlighted SiTime's first-quarter 2026 revenue of $113.6 million, an 88% year-over-year increase. SiTime shares closed at $706.90 on June 23, 2026, with a market capitalization of $18.66 billion.

Impact on assets 1

Semiconductors▲ · 1 stocks
Sitime Corporation
SITM
▲ PositiveCapitalrelevance

Fund added SiTime to its portfolio, highlighting strong revenue growth and improved margins.

Off-coverage companies 1

Brown Capital ManagementPrivate± Mixed
relevance