Think Investments’s Silicon Motion SIMO Stock Holding History

Think Investments’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	–	Sell	-289,300	Closed	-$26.8M	–	39
2025 Q4	$26.8M	Hold	289,300	–	–	2.99%	19
2025 Q3	$27.4M	Sell	289,300 -60,100	-17%	-$4.78M	3.63%	14
2025 Q2	$26.3M	Hold	349,400	–	–	4.55%	12
2025 Q1	$17.7M	Hold	349,400	–	–	3.45%	13
2024 Q4	$18.9M	Hold	349,400	–	–	4.16%	10
2024 Q3	$21.2M	Hold	349,400	–	–	4.15%	12
2024 Q2	$28.3M	Buy	349,400 +129,200	+59%	+$10.1M	5.82%	7
2024 Q1	$16.9M	Buy	+220,200	New	+$15M	3.78%	13

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 $70.2B AUM 29.99% 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

Think Investments's SIMO Position: Q1 2026 in Review

Think Investments sold out of Silicon Motion (SIMO) in Q1 2026, closing a stake of 289,300 shares — an estimated $26.8M sold.

Think Investments first reported a position in SIMO in Q1 2024 and held it in 8 quarters. The position peaked at $28.3M in Q2 2024. 273 funds tracked by Wall St. Rank hold SIMO as of Q1 2026.

Think Investments reported no remaining Silicon Motion position as of Q1 2026 after selling out during the quarter.
Think Investments sold 289,300 Silicon Motion shares in Q1 2026, an estimated $26.8M.
Think Investments first reported a position in Silicon Motion in Q1 2024 and held it in 8 quarters.
Think Investments's Silicon Motion position peaked at $28.3M in Q2 2024.
273 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2026.

Based on Think Investments's 13F filing for Q1 2026, filed 15 May 2026.