Summit Partners Public Asset Management’s Silicon Motion SIMO Stock Holding History

Summit Partners Public Asset 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 Q1	$51.2M	Sell	456,375 -78,557	-15%	-$9.53M	1.38%	19
2025 Q4	$49.6M	Sell	534,932 -23,073	-4%	-$2.12M	1.03%	35
2025 Q3	$52.9M	Buy	558,005 +44,068	+9%	+$3.5M	1.1%	30
2025 Q2	$38.6M	Buy	513,937 +230,025	+81%	+$13.1M	0.98%	36
2025 Q1	$14.4M	Sell	283,912 -222,093	-44%	-$12M	0.37%	85
2024 Q4	$27.3M	Buy	506,005 +196,906	+64%	+$11M	0.52%	61
2024 Q3	$18.8M	Sell	309,099 -164,191	-35%	-$10.8M	0.58%	54
2024 Q2	$38.3M	Buy	473,290 +95,303	+25%	+$7.45M	1.46%	27
2024 Q1	$29.1M	Buy	377,987 +159,287	+73%	+$10.9M	1%	42
2023 Q4	$13.4M	Buy	+218,700	New	+$12.5M	0.56%	75
2022 Q3	–	Sell	-630,206	Closed	-$52.7M	–	171
2022 Q2	$52.7M	Buy	630,206 +279,942	+80%	+$23.6M	2.37%	11
2022 Q1	$23.4M	Buy	350,264 +78,476	+29%	+$6.12M	0.83%	43
2021 Q4	$25.8M	Buy	+271,788	New	+$20.5M	0.99%	39

Other funds holding SIMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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 Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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 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

Summit Partners Public Asset Management's SIMO Position: Q1 2026 in Review

Summit Partners Public Asset Management reduced its Silicon Motion (SIMO) stake by 15% in Q1 2026, selling an estimated $9.53M and leaving 456,375 shares worth $51.2M. The position accounts for 1.38% of the portfolio, ranked #19.

Summit Partners Public Asset Management first reported a position in SIMO in Q4 2021 and has held it in 13 quarters since. The position peaked at $52.9M in Q3 2025. 273 funds tracked by Wall St. Rank hold SIMO as of Q1 2026.

Summit Partners Public Asset Management held 456,375 shares of Silicon Motion worth $51.2M as of Q1 2026.
Summit Partners Public Asset Management sold 78,557 Silicon Motion shares in Q1 2026, an estimated $9.53M.
Silicon Motion made up 1.38% of Summit Partners Public Asset Management's portfolio in Q1 2026, its #19 holding.
Summit Partners Public Asset Management first reported a position in Silicon Motion in Q4 2021 and has held it in 13 quarters since.
Summit Partners Public Asset Management's Silicon Motion position peaked at $52.9M in Q3 2025.
273 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q1 2026, filed 15 May 2026.