F/M Investments’s Silicon Motion SIMO Stock Holding History

F/M Investments’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	$340K	Buy	+1,019	New	+$236K	0.02%	303
2026 Q1	–	Sell	-49,010	Closed	-$4.54M	–	428
2025 Q4	$4.54M	Sell	49,010 -1,304	-3%	-$120K	0.17%	149
2025 Q3	$4.77M	Sell	50,314 -433	-0.9%	-$34.4K	0.18%	133
2025 Q2	$3.81M	Buy	50,747 +76	+0.1%	+$4.32K	0.14%	161
2025 Q1	$2.56M	Sell	50,671 -1,735	-3%	-$93.8K	0.1%	198
2024 Q4	$2.83M	Sell	52,406 -103,409	-66%	-$5.79M	0.1%	181
2024 Q3	$9.46M	Sell	155,815 -1,217	-0.8%	-$80.2K	0.3%	109
2024 Q2	$12.7M	Buy	+157,032	New	+$12.3M	0.46%	57

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

F/M Investments's SIMO Position: Q2 2026 in Review

F/M Investments opened a new position in Silicon Motion (SIMO) in Q2 2026: 1,019 shares worth $340K. The stake represents 0.02% of the portfolio and ranks #303 among its holdings. This is a return to the name: F/M Investments previously reported a position in SIMO as recently as Q4 2025.

F/M Investments first reported a position in SIMO in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.7M in Q2 2024. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

F/M Investments held 1,019 shares of Silicon Motion worth $340K as of Q2 2026.
Silicon Motion was a new F/M Investments position in Q2 2026.
Silicon Motion made up 0.02% of F/M Investments's portfolio in Q2 2026, its #303 holding.
F/M Investments first reported a position in Silicon Motion in Q2 2024 and has held it in 8 quarters since.
F/M Investments's Silicon Motion position peaked at $12.7M in Q2 2024.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.