Marco Investment Management’s Silicon Motion SIMO Stock Holding History

Marco Investment 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 Q2	$567K	Buy	+1,700	New	+$394K	0.04%	149
2017 Q4	–	Sell	-4,900	Closed	-$235K	–	187
2017 Q3	$235K	Hold	4,900	–	–	0.04%	174
2017 Q2	$236K	Hold	4,900	–	–	0.04%	172
2017 Q1	$229K	Hold	4,900	–	–	0.04%	170
2016 Q4	$208K	Sell	4,900 -800	-14%	-$36.5K	0.04%	180
2016 Q3	$295K	Hold	5,700	–	–	0.05%	155
2016 Q2	$272K	Hold	5,700	–	–	0.05%	160
2016 Q1	$221K	Buy	+5,700	New	+$184K	0.03%	175

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

Marco Investment Management's SIMO Position: Q2 2026 in Review

Marco Investment Management opened a new position in Silicon Motion (SIMO) in Q2 2026: 1,700 shares worth $567K. The stake represents 0.04% of the portfolio and ranks #149 among its holdings. This is a return to the name: Marco Investment Management previously reported a position in SIMO as recently as Q3 2017.

Marco Investment Management first reported a position in SIMO in Q1 2016 and has held it in 8 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Marco Investment Management held 1,700 shares of Silicon Motion worth $567K as of Q2 2026.
Silicon Motion was a new Marco Investment Management position in Q2 2026.
Silicon Motion made up 0.04% of Marco Investment Management's portfolio in Q2 2026, its #149 holding.
Marco Investment Management first reported a position in Silicon Motion in Q1 2016 and has held it in 8 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.