John Overdeck’s Silicon Motion SIMO Stock Holding History

John Overdeck’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	$7.93M	Buy	23,800 +20,100	+543%	+$4.66M	0.01%	1706
2026 Q1	$415K	Buy	3,700 +900	+32%	+$109K	﹤0.01%	3852
2025 Q4	$260K	Buy	+2,800	New	+$257K	﹤0.01%	3647
2022 Q1	–	Sell	-22,200	Closed	-$2.11M	–	4134
2021 Q4	$2.11M	Buy	22,200 +1,700	+8%	+$128K	﹤0.01%	1871
2021 Q3	$1.41M	Buy	20,500 +11,400	+125%	+$805K	﹤0.01%	2297
2021 Q2	$583K	Buy	+9,100	New	+$598K	﹤0.01%	2964

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

WHCM

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

Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return

John Overdeck's SIMO Position: Q2 2026 in Review

John Overdeck increased its Silicon Motion (SIMO) stake by 155% in Q2 2026, buying an estimated $98.8M and bringing the position to 701,105 shares worth $234M. The position accounts for 0.17% of the portfolio, ranked #125.

John Overdeck first reported a position in SIMO in Q2 2013 and has held it in 47 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

John Overdeck held 701,105 shares of Silicon Motion worth $234M as of Q2 2026.
John Overdeck bought 426,528 Silicon Motion shares in Q2 2026, an estimated $98.8M.
Silicon Motion made up 0.17% of John Overdeck's portfolio in Q2 2026, its #125 holding.
John Overdeck first reported a position in Silicon Motion in Q2 2013 and has held it in 47 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

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