First Eagle Investment Management
SIMO icon

First Eagle Investment Management’s Silicon Motion SIMO Stock Holding History

First Eagle Investment 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 		$41.9M Sell
125,737
-42,702
-25% -$9.89M 0.07% 82
2026
Q1 		$18.9M Buy
168,439
+14,920
+10% +$1.81M 0.03% 99
2025
Q4 		$14.2M Buy
153,519
+3,032
+2% +$278K 0.03% 111
2025
Q3 		$14.3M Buy
150,487
+4,287
+3% +$341K 0.03% 114
2025
Q2 		$11M Buy
+146,200
New +$8.3M 0.02% 139

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alkeon Capital Management
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
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
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

First Eagle Investment Management's SIMO Position: Q2 2026 in Review

First Eagle Investment Management reduced its Silicon Motion (SIMO) stake by 25% in Q2 2026, selling an estimated $9.89M and leaving 125,737 shares worth $41.9M. The position accounts for 0.07% of the portfolio, ranked #82.

First Eagle Investment Management first reported a position in SIMO in Q2 2025 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • First Eagle Investment Management held 125,737 shares of Silicon Motion worth $41.9M as of Q2 2026.
  • First Eagle Investment Management sold 42,702 Silicon Motion shares in Q2 2026, an estimated $9.89M.
  • Silicon Motion made up 0.07% of First Eagle Investment Management's portfolio in Q2 2026, its #82 holding.
  • First Eagle Investment Management first reported a position in Silicon Motion in Q2 2025 and has held it in 5 quarters since.
  • 385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on First Eagle Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.