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Lee Ainslie’s Silicon Motion SIMO Stock Holding History

Lee Ainslie’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 		$616K Sell
1,847
-5,522
-75% -$1.28M 0.01% 153
2026
Q1 		$827K Buy
+7,369
New +$894K 0.01% 159

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

Lee Ainslie's SIMO Position: Q2 2026 in Review

Lee Ainslie reduced its Silicon Motion (SIMO) stake by 75% in Q2 2026, selling an estimated $1.28M and leaving 1,847 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #153.

Lee Ainslie first reported a position in SIMO in Q1 2026 and has held it in 2 quarters since. The position peaked at $827K in Q1 2026. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • Lee Ainslie held 1,847 shares of Silicon Motion worth $616K as of Q2 2026.
  • Lee Ainslie sold 5,522 Silicon Motion shares in Q2 2026, an estimated $1.28M.
  • Silicon Motion made up 0.01% of Lee Ainslie's portfolio in Q2 2026, its #153 holding.
  • Lee Ainslie first reported a position in Silicon Motion in Q1 2026 and has held it in 2 quarters since.
  • Lee Ainslie's Silicon Motion position peaked at $827K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.