Here’s What Backed TimesSquare Capital U.S. Small Cap Growth Strategy’s Addition of SiTime Corporation (SITM)

Core Insights - TimesSquare Capital Management's "U.S. Small Cap Growth Strategy" reported a gross return of 2.26% and a net return of 2.01% for Q3 2025, significantly underperforming the Russell 2000 Growth Index, which returned 12.19% [1] - The fund's top five holdings include notable stocks, with SiTime Corporation (NASDAQ:SITM) highlighted for its performance and market position [1] Group 1: SiTime Corporation Performance - SiTime Corporation (NASDAQ:SITM) experienced a one-month return of -9.13% but saw a substantial 44.21% increase in value over the past 52 weeks, closing at $333.03 per share with a market capitalization of $8.692 billion on January 5, 2026 [2] - The company reported record revenue of $83.6 million in Q3 2025, marking a 45% year-over-year increase, indicating strong growth potential [4] Group 2: Investment Strategy and Market Position - TimesSquare Capital initiated its position in SiTime at the end of June 2025, capitalizing on share price weakness, and noted that sales momentum from new design wins was accelerating [3] - SiTime is recognized as the dominant market leader in MEMS timing chips, which are increasingly replacing quartz-based systems in high-performance processors [3] - Despite the potential of SiTime as an investment, analysts suggest that certain AI stocks may offer greater upside potential with less downside risk [4]