Analog Century Management’s Silicon Motion SIMO Stock Holding History

Analog Century 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	$121M	Sell	362,502 -176,246	-33%	-$40.8M	4.42%	9
2026 Q1	$60.5M	Buy	+538,748	New	+$65.4M	2.89%	19
2023 Q2	–	Sell	-30,000	Closed	-$1.97M	–	21
2023 Q1	$1.97M	Buy	+30,000	New	+$1.97M	0.6%	20

Other funds holding SIMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

Analog Century Management's SIMO Position: Q2 2026 in Review

Analog Century Management reduced its Silicon Motion (SIMO) stake by 33% in Q2 2026, selling an estimated $40.8M and leaving 362,502 shares worth $121M. The position accounts for 4.42% of the portfolio, ranked #9.

Analog Century Management first reported a position in SIMO in Q1 2023 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Analog Century Management held 362,502 shares of Silicon Motion worth $121M as of Q2 2026.
Analog Century Management sold 176,246 Silicon Motion shares in Q2 2026, an estimated $40.8M.
Silicon Motion made up 4.42% of Analog Century Management's portfolio in Q2 2026, its #9 holding.
Analog Century Management first reported a position in Silicon Motion in Q1 2023 and has held it in 3 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

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