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
2025 Q4	–	Sell	-225,000	Closed	-$21.3M	–	202
2025 Q3	$21.3M	Buy	+225,000	New	+$17.9M	0.44%	68
2024 Q4	–	Sell	-135,000	Closed	-$8.2M	–	183
2024 Q3	$8.2M	Buy	+135,000	New	+$8.9M	0.25%	83
2022 Q2	–	Sell	-30,000	Closed	-$2M	–	172
2022 Q1	$2M	Buy	+30,000	New	+$2.34M	0.07%	114

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

Summit Partners Public Asset Management's SIMO Position: Q2 2026 in Review

Summit Partners Public Asset Management reduced its Silicon Motion (SIMO) stake by 43% in Q2 2026, selling an estimated $45.1M and leaving 261,815 shares worth $87.3M. The position accounts for 1.53% of the portfolio, ranked #15.

Summit Partners Public Asset Management first reported a position in SIMO in Q4 2021 and has held it in 14 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Summit Partners Public Asset Management held 261,815 shares of Silicon Motion worth $87.3M as of Q2 2026.
Summit Partners Public Asset Management sold 194,560 Silicon Motion shares in Q2 2026, an estimated $45.1M.
Silicon Motion made up 1.53% of Summit Partners Public Asset Management's portfolio in Q2 2026, its #15 holding.
Summit Partners Public Asset Management first reported a position in Silicon Motion in Q4 2021 and has held it in 14 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.