Lisanti Capital Growth’s Silicon Motion SIMO Stock Holding History

Lisanti Capital Growth’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	$6.53M	Sell	19,600 -5,685	-22%	-$1.32M	1.44%	22
2026 Q1	$2.84M	Buy	+25,285	New	+$3.07M	0.72%	63
2021 Q4	–	Sell	-59,400	Closed	-$4.1M	–	143
2021 Q3	$4.1M	Buy	59,400 +16,690	+39%	+$1.18M	0.6%	71
2021 Q2	$2.74M	Buy	+42,710	New	+$2.81M	0.34%	105
2020 Q1	–	Sell	-58,295	Closed	-$2.96M	–	143
2019 Q4	$2.96M	Buy	+58,295	New	+$2.5M	0.78%	54
2016 Q3	–	Sell	-20,300	Closed	-$970K	–	107
2016 Q2	$970K	Buy	+20,300	New	+$852K	1.46%	21

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

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

Lisanti Capital Growth's SIMO Position: Q2 2026 in Review

Lisanti Capital Growth reduced its Silicon Motion (SIMO) stake by 22% in Q2 2026, selling an estimated $1.32M and leaving 19,600 shares worth $6.53M. The position accounts for 1.44% of the portfolio, ranked #22.

Lisanti Capital Growth first reported a position in SIMO in Q2 2016 and has held it in 6 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Lisanti Capital Growth held 19,600 shares of Silicon Motion worth $6.53M as of Q2 2026.
Lisanti Capital Growth sold 5,685 Silicon Motion shares in Q2 2026, an estimated $1.32M.
Silicon Motion made up 1.44% of Lisanti Capital Growth's portfolio in Q2 2026, its #22 holding.
Lisanti Capital Growth first reported a position in Silicon Motion in Q2 2016 and has held it in 6 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Lisanti Capital Growth's 13F filing for Q2 2026, filed 10 Aug 2026.