TCM
SIMO icon

Thames Capital Management’s Silicon Motion SIMO Stock Holding History

Thames Capital 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
Q2 		$17.6M Buy
52,823
+6,479
+14% +$1.5M 1.45% 31
2026
Q1 		$5.2M Buy
+46,344
New +$5.62M 0.93% 35

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alkeon Capital Management
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
RP
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
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

Thames Capital Management's SIMO Position: Q2 2026 in Review

Thames Capital Management increased its Silicon Motion (SIMO) stake by 14% in Q2 2026, buying an estimated $1.5M and bringing the position to 52,823 shares worth $17.6M. The position accounts for 1.45% of the portfolio, ranked #31.

Thames Capital Management first reported a position in SIMO in Q1 2026 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • Thames Capital Management held 52,823 shares of Silicon Motion worth $17.6M as of Q2 2026.
  • Thames Capital Management bought 6,479 Silicon Motion shares in Q2 2026, an estimated $1.5M.
  • Silicon Motion made up 1.45% of Thames Capital Management's portfolio in Q2 2026, its #31 holding.
  • Thames Capital Management first reported a position in Silicon Motion in Q1 2026 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Thames Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.