Knightsbridge Asset Management’s Silicon Motion SIMO Stock Holding History

Knightsbridge Asset 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 Q1	$12.8M	Buy	113,554 +10,825	+11%	+$1.31M	1.72%	12
2025 Q4	$9.52M	Buy	102,729 +1,624	+2%	+$149K	1.53%	15
2025 Q3	$9.58M	Sell	101,105 -1,902	-2%	-$151K	1.62%	16
2025 Q2	$7.73M	Buy	+103,007	New	+$5.85M	1.7%	17

Other funds holding SIMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

ACM

Analog Century Management New York $2.09B AUM 186.85% 1-Year Est. Return

Knightsbridge Asset Management's SIMO Position: Q1 2026 in Review

Knightsbridge Asset Management increased its Silicon Motion (SIMO) stake by 11% in Q1 2026, buying an estimated $1.31M and bringing the position to 113,554 shares worth $12.8M. The position accounts for 1.72% of the portfolio, ranked #12.

Knightsbridge Asset Management first reported a position in SIMO in Q2 2025 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold SIMO as of Q1 2026.

Knightsbridge Asset Management held 113,554 shares of Silicon Motion worth $12.8M as of Q1 2026.
Knightsbridge Asset Management bought 10,825 Silicon Motion shares in Q1 2026, an estimated $1.31M.
Silicon Motion made up 1.72% of Knightsbridge Asset Management's portfolio in Q1 2026, its #12 holding.
Knightsbridge Asset Management first reported a position in Silicon Motion in Q2 2025 and has held it in 4 quarters since.
273 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2026.

Based on Knightsbridge Asset Management's 13F filing for Q1 2026, filed 15 May 2026.