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Naples Global Advisors’s Silicon Motion SIMO Stock Holding History

Naples Global Advisors’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 		$5.59M Sell
16,765
-434
-3% -$101K 0.34% 76
2026
Q1 		$1.93M Sell
17,199
-246
-1% -$29.9K 0.14% 164
2025
Q4 		$1.62M Sell
17,445
-495
-3% -$45.4K 0.12% 183
2025
Q3 		$1.7M Buy
17,940
+260
+1% +$20.7K 0.13% 180
2025
Q2 		$1.33M Sell
17,680
-4,380
-20% -$249K 0.11% 192
2025
Q1 		$1.12M Buy
22,060
+1,335
+6% +$72.2K 0.11% 207
2024
Q4 		$1.12M Sell
20,725
-360
-2% -$20.2K 0.1% 205
2024
Q3 		$1.28M Buy
21,085
+3,675
+21% +$242K 0.12% 192
2024
Q2 		$1.41M Buy
17,410
+525
+3% +$41K 0.14% 179
2024
Q1 		$1.3M Buy
16,885
+75
+0.4% +$5.12K 0.13% 186
2023
Q4 		$1.03M Buy
16,810
+1,455
+9% +$83.2K 0.11% 210
2023
Q3 		$787K Sell
15,355
-54,198
-78% -$3.08M 0.1% 230
2023
Q2 		$5M Buy
69,553
+725
+1% +$46.4K 0.59% 48
2023
Q1 		$4.51M Buy
68,828
+1,560
+2% +$102K 0.56% 49
2022
Q4 		$4.37M Buy
67,268
+1,805
+3% +$111K 0.56% 48
2022
Q3 		$4.27M Buy
65,463
+541
+0.8% +$42.4K 0.59% 45
2022
Q2 		$5.43M Sell
64,922
-6,778
-9% -$571K 0.71% 35
2022
Q1 		$4.79M Buy
71,700
+2,782
+4% +$217K 0.55% 46
2021
Q4 		$6.55M Buy
68,918
+1,518
+2% +$114K 0.76% 29
2021
Q3 		$4.65M Buy
67,400
+1,720
+3% +$121K 0.61% 39
2021
Q2 		$4.21M Buy
65,680
+4,220
+7% +$277K 0.59% 45
2021
Q1 		$3.65M Buy
61,460
+1,960
+3% +$112K 0.55% 46
2020
Q4 		$2.87M Buy
59,500
+11,310
+23% +$462K 0.48% 61
2020
Q3 		$1.82M Buy
48,190
+13,945
+41% +$559K 0.36% 84
2020
Q2 		$1.67M Buy
34,245
+2,270
+7% +$101K 0.36% 85
2020
Q1 		$1.17M Buy
31,975
+11,285
+55% +$487K 0.31% 104
2019
Q4 		$1.05M Buy
20,690
+8,565
+71% +$367K 0.22% 144
2019
Q3 		$429K Buy
+12,125
New +$439K 0.1% 236

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

Naples Global Advisors's SIMO Position: Q2 2026 in Review

Naples Global Advisors reduced its Silicon Motion (SIMO) stake by 2.5% in Q2 2026, selling an estimated $101K and leaving 16,765 shares worth $5.59M. The position accounts for 0.34% of the portfolio, ranked #76.

Naples Global Advisors first reported a position in SIMO in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.55M in Q4 2021. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • Naples Global Advisors held 16,765 shares of Silicon Motion worth $5.59M as of Q2 2026.
  • Naples Global Advisors sold 434 Silicon Motion shares in Q2 2026, an estimated $101K.
  • Silicon Motion made up 0.34% of Naples Global Advisors's portfolio in Q2 2026, its #76 holding.
  • Naples Global Advisors first reported a position in Silicon Motion in Q3 2019 and has held it in 28 quarters since.
  • Naples Global Advisors's Silicon Motion position peaked at $6.55M in Q4 2021.
  • 385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.