Sylebra Capital (HK)’s Silicon Motion SIMO Stock Holding History

Sylebra Capital (HK)’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
2018 Q1	–	Sell	-534,440	Closed	-$28.3M	–	21
2017 Q4	$28.3M	Buy	534,440 +436,339	+445%	+$22.1M	2.28%	11
2017 Q3	$4.71M	Buy	+98,101	New	+$4.35M	0.41%	16
2016 Q1	–	Sell	-746,876	Closed	-$23.4M	–	20
2015 Q4	$23.4M	Buy	746,876 +71,029	+11%	+$2.22M	2.2%	12
2015 Q3	$18.5M	Buy	+675,847	New	+$18.1M	2.07%	12

Other funds holding SIMO

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Sylebra Capital (HK)'s SIMO Position: Q1 2018 in Review

Sylebra Capital (HK) sold out of Silicon Motion (SIMO) in Q1 2018, closing a stake of 534,440 shares — an estimated $28.3M sold.

Sylebra Capital (HK) first reported a position in SIMO in Q3 2015 and held it in 4 quarters. The position peaked at $28.3M in Q4 2017. 144 funds tracked by Wall St. Rank hold SIMO as of Q1 2018.

Sylebra Capital (HK) reported no remaining Silicon Motion position as of Q1 2018 after selling out during the quarter.
Sylebra Capital (HK) sold 534,440 Silicon Motion shares in Q1 2018, an estimated $28.3M.
Sylebra Capital (HK) first reported a position in Silicon Motion in Q3 2015 and held it in 4 quarters.
Sylebra Capital (HK)'s Silicon Motion position peaked at $28.3M in Q4 2017.
144 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2018.

Based on Sylebra Capital (HK)'s 13F filing for Q1 2018, filed 16 May 2018.