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Pertento Partners’s Silicon Motion SIMO Stock Holding History

Pertento 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
2024
Q2 		– Sell
-110,000
Closed -$8.46M – 28
2024
Q1 		$8.46M Buy
+110,000
New +$7.51M 1.57% 18

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
ACM
Analog Century Management New York $2.09B AUM 186.85% 1-Year Est. Return

Pertento Partners's SIMO Position: Q1 2026 in Review

Pertento Partners reduced its Silicon Motion (SIMO) stake by 64% in Q1 2026, selling an estimated $89.7M and leaving 412,536 shares worth $46.3M. The position accounts for 3.39% of the portfolio, ranked #12.

Pertento Partners first reported a position in SIMO in Q3 2023 and has held it in 11 quarters since. The position peaked at $122M in Q3 2025. 273 funds tracked by Wall St. Rank hold SIMO as of Q1 2026.

  • Pertento Partners held 412,536 shares of Silicon Motion worth $46.3M as of Q1 2026.
  • Pertento Partners sold 738,875 Silicon Motion shares in Q1 2026, an estimated $89.7M.
  • Silicon Motion made up 3.39% of Pertento Partners's portfolio in Q1 2026, its #12 holding.
  • Pertento Partners first reported a position in Silicon Motion in Q3 2023 and has held it in 11 quarters since.
  • Pertento Partners's Silicon Motion position peaked at $122M in Q3 2025.
  • 273 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2026.

Based on Pertento Partners's 13F filing for Q1 2026, filed 14 May 2026.