John Overdeck’s Silicom SILC Stock Holding History

John Overdeck’s Portfolio SILC Stock Details SILC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.82M	Buy	58,815 +33,802	+135%	+$1.28M	﹤0.01%	2681
2026 Q1	$528K	Buy	+25,013	New	+$463K	﹤0.01%	3708
2025 Q3	–	Sell	-23,625	Closed	-$365K	–	3905
2025 Q2	$365K	Sell	23,625 -1,296	-5%	-$18.9K	﹤0.01%	2719
2025 Q1	$371K	Sell	24,921 -1,002	-4%	-$16.3K	﹤0.01%	2636
2024 Q4	$423K	Sell	25,923 -3,588	-12%	-$50.8K	﹤0.01%	2607
2024 Q3	$404K	Sell	29,511 -8,326	-22%	-$114K	﹤0.01%	2556
2024 Q2	$572K	Sell	37,837 -6,929	-15%	-$110K	﹤0.01%	2306
2024 Q1	$665K	Buy	44,766 +28,308	+172%	+$459K	﹤0.01%	2197
2023 Q4	$298K	Buy	+16,458	New	+$303K	﹤0.01%	2701
2023 Q3	–	Sell	-8,502	Closed	-$313K	–	3189
2023 Q2	$313K	Buy	+8,502	New	+$301K	﹤0.01%	2498
2021 Q4	–	Sell	-4,769	Closed	-$206K	–	4833
2021 Q3	$206K	Sell	4,769 -6,174	-56%	-$266K	﹤0.01%	3953
2021 Q2	$482K	Buy	+10,943	New	+$473K	﹤0.01%	3140
2020 Q1	–	Sell	-13,751	Closed	-$457K	–	3752
2019 Q4	$457K	Sell	13,751 -12,149	-47%	-$392K	﹤0.01%	2864
2019 Q3	$818K	Buy	+25,900	New	+$810K	﹤0.01%	2155
2019 Q2	–	Sell	-23,128	Closed	-$885K	–	3630
2019 Q1	$885K	Buy	23,128 +976	+4%	+$35.4K	﹤0.01%	1902
2018 Q4	$774K	Buy	22,152 +4,583	+26%	+$179K	﹤0.01%	1817
2018 Q3	$713K	Buy	+17,569	New	+$678K	﹤0.01%	2222
2018 Q1	–	Sell	-4,269	Closed	-$299K	–	3475
2017 Q4	$299K	Sell	4,269 -13,704	-76%	-$936K	﹤0.01%	2736
2017 Q3	$1.05M	Buy	17,973 +3,176	+21%	+$169K	﹤0.01%	1698
2017 Q2	$656K	Buy	14,797 +279	+2%	+$13.7K	﹤0.01%	2153
2017 Q1	$721K	Buy	14,518 +5,883	+68%	+$233K	﹤0.01%	2113
2016 Q4	$355K	Sell	8,635 -17,288	-67%	-$676K	﹤0.01%	2679
2016 Q3	$1.07M	Buy	+25,923	New	+$964K	﹤0.01%	1911
2016 Q2	–	Sell	-13,222	Closed	-$451K	–	3202
2016 Q1	$451K	Sell	13,222 -10,333	-44%	-$311K	﹤0.01%	2125
2015 Q4	$714K	Buy	+23,555	New	+$694K	﹤0.01%	1729
2015 Q2	–	Sell	-12,406	Closed	-$515K	–	3062
2015 Q1	$515K	Buy	+12,406	New	+$520K	﹤0.01%	1955
2014 Q4	–	Sell	-7,984	Closed	-$233K	–	2369
2014 Q3	$233K	Buy	+7,984	New	+$248K	﹤0.01%	1554
2014 Q2	–	Sell	-37,336	Closed	-$2.32M	–	2330
2014 Q1	$2.32M	Buy	37,336 +29,936	+405%	+$1.85M	0.01%	887
2013 Q4	$338K	Buy	+7,400	New	+$310K	﹤0.01%	1833

Other funds holding SILC

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

NCNMGF

Nano-Cap New Millennium Growth Fund Staten Island, New York $130M AUM

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

PIP

Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

John Overdeck's SILC Position: Q2 2026 in Review

John Overdeck increased its Silicom (SILC) stake by 135% in Q2 2026, buying an estimated $1.28M and bringing the position to 58,815 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2681.

John Overdeck first reported a position in SILC in Q4 2013 and has held it in 29 quarters since. 51 funds tracked by Wall St. Rank hold SILC as of Q2 2026.

John Overdeck held 58,815 shares of Silicom worth $2.82M as of Q2 2026.
John Overdeck bought 33,802 Silicom shares in Q2 2026, an estimated $1.28M.
Silicom made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2681 holding.
John Overdeck first reported a position in Silicom in Q4 2013 and has held it in 29 quarters since.
51 funds tracked by Wall St. Rank held Silicom as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.