&Partners’s Silicon Motion SIMO Stock Holding History

&Partners’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	$2.7M	Sell	8,091 -4,132	-34%	-$957K	0.01%	868
2026 Q1	$1.37M	Sell	12,223 -1,397	-10%	-$170K	0.01%	1117
2025 Q4	$1.26M	Buy	13,620 +21	+0.2%	+$1.93K	0.01%	1102
2025 Q3	$1.29M	Buy	13,599 +297	+2%	+$23.6K	0.01%	969
2025 Q2	$1,000K	Buy	+13,302	New	+$755K	0.01%	975

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

&Partners's SIMO Position: Q2 2026 in Review

&Partners reduced its Silicon Motion (SIMO) stake by 34% in Q2 2026, selling an estimated $957K and leaving 8,091 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #868.

&Partners first reported a position in SIMO in Q2 2025 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

&Partners held 8,091 shares of Silicon Motion worth $2.7M as of Q2 2026.
&Partners sold 4,132 Silicon Motion shares in Q2 2026, an estimated $957K.
Silicon Motion made up 0.01% of &Partners's portfolio in Q2 2026, its #868 holding.
&Partners first reported a position in Silicon Motion in Q2 2025 and has held it in 5 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.