CA
SVCO

Cliff Asness’s Silvaco Group SVCO Stock Holding History

Cliff Asness’s Portfolio SVCO Stock Details SVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47M Buy
179,075
+49,269
+38% +$512K ﹤0.01% 2483
2026
Q1 		$919K Buy
129,806
+103,009
+384% +$463K ﹤0.01% 2815
2025
Q4 		$109K Sell
26,797
-14,069
-34% -$69.8K ﹤0.01% 3460
2025
Q3 		$221K Buy
40,866
+9,927
+32% +$48.5K ﹤0.01% 3218
2025
Q2 		$146K Buy
+30,939
New +$146K ﹤0.01% 3114

Other funds holding SVCO

NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cliff Asness's SVCO Position: Q2 2026 in Review

Cliff Asness increased its Silvaco Group (SVCO) stake by 38% in Q2 2026, buying an estimated $512K and bringing the position to 179,075 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2483.

Cliff Asness first reported a position in SVCO in Q2 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold SVCO as of Q2 2026.

  • Cliff Asness held 179,075 shares of Silvaco Group worth $2.47M as of Q2 2026.
  • Cliff Asness bought 49,269 Silvaco Group shares in Q2 2026, an estimated $512K.
  • Silvaco Group made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2483 holding.
  • Cliff Asness first reported a position in Silvaco Group in Q2 2025 and has held it in 5 quarters since.
  • 102 funds tracked by Wall St. Rank held Silvaco Group as of Q2 2026.

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