West Tower Group’s Silicon Motion SIMO Stock Holding History

West Tower Group’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	$1.27M	Sell	3,800 -5,153	-58%	-$1.19M	3.56%	10
2026 Q1	$1.01M	Sell	8,953 -3,347	-27%	-$406K	3.14%	12
2025 Q4	$1.14M	Hold	12,300	–	–	2.57%	11
2025 Q3	$1.17M	Hold	12,300	–	–	3.38%	8
2025 Q2	$925K	Buy	+12,300	New	+$699K	2.01%	13

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

West Tower Group's SIMO Position: Q2 2026 in Review

West Tower Group reduced its Silicon Motion (SIMO) stake by 58% in Q2 2026, selling an estimated $1.19M and leaving 3,800 shares worth $1.27M. The position accounts for 3.56% of the portfolio, ranked #10.

West Tower Group first reported a position in SIMO in Q2 2025 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

West Tower Group held 3,800 shares of Silicon Motion worth $1.27M as of Q2 2026.
West Tower Group sold 5,153 Silicon Motion shares in Q2 2026, an estimated $1.19M.
Silicon Motion made up 3.56% of West Tower Group's portfolio in Q2 2026, its #10 holding.
West Tower Group first reported a position in Silicon Motion in Q2 2025 and has held it in 5 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on West Tower Group's 13F filing for Q2 2026, filed 31 Jul 2026.