JO
SVCO

John Overdeck’s Silvaco Group SVCO Stock Holding History

John Overdeck’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 		$4.65M Buy
337,172
+295,239
+704% +$3.07M ﹤0.01% 2213
2026
Q1 		$297K Buy
+41,933
New +$189K ﹤0.01% 4080

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

John Overdeck's SVCO Position: Q2 2026 in Review

John Overdeck increased its Silvaco Group (SVCO) stake by 704% in Q2 2026, buying an estimated $3.07M and bringing the position to 337,172 shares worth $4.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

John Overdeck first reported a position in SVCO in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold SVCO as of Q2 2026.

  • John Overdeck held 337,172 shares of Silvaco Group worth $4.65M as of Q2 2026.
  • John Overdeck bought 295,239 Silvaco Group shares in Q2 2026, an estimated $3.07M.
  • Silvaco Group made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2213 holding.
  • John Overdeck first reported a position in Silvaco Group in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Silvaco Group as of Q2 2026.

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