Alkeon Capital Management
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Alkeon Capital Management’s Silicon Motion SIMO Stock Holding History

Alkeon Capital Management’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$367M Buy
+1,100,000
New +$255M 0.5% 45

Other funds holding SIMO

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RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Alkeon Capital Management's SIMO Position: Q2 2026 in Review

Alkeon Capital Management opened a new position in Silicon Motion (SIMO) in Q2 2026: 1,100,000 shares worth $367M. The stake represents 0.5% of the portfolio and ranks #45 among its holdings.

323 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • Alkeon Capital Management held 1,100,000 shares of Silicon Motion worth $367M as of Q2 2026.
  • Silicon Motion was a new Alkeon Capital Management position in Q2 2026.
  • Silicon Motion made up 0.5% of Alkeon Capital Management's portfolio in Q2 2026, its #45 holding.
  • 323 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Alkeon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.