Yelin Lapidot Holdings Management’s Silicom SILC Stock Holding History

Yelin Lapidot Holdings Management’s Portfolio SILC Stock Details SILC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.14M	Sell	44,537 -29,228	-40%	-$1.11M	0.4%	44
2026 Q1	$1.56M	Sell	73,765 -131,894	-64%	-$2.44M	0.32%	48
2025 Q4	$3.02M	Hold	205,659	–	–	0.61%	36
2025 Q3	$3.64M	Sell	205,659 -1,000	-0.5%	-$16.4K	0.77%	32
2025 Q2	$3.2M	Sell	206,659 -29,508	-12%	-$431K	0.58%	34
2025 Q1	$3.51M	Hold	236,167	–	–	0.68%	31
2024 Q4	$3.85M	Sell	236,167 -10,874	-4%	-$154K	0.67%	32
2024 Q3	$3.38M	Buy	247,041 +26,000	+12%	+$357K	0.56%	34
2024 Q2	$3.34M	Hold	221,041	–	–	0.59%	36
2024 Q1	$3.28M	Hold	221,041	–	–	0.68%	35
2023 Q4	$4M	Hold	221,041	–	–	0.97%	27
2023 Q3	$5.57M	Buy	+221,041	New	+$6.56M	1.37%	20

Other funds holding SILC

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

NCNMGF

Nano-Cap New Millennium Growth Fund Staten Island, New York $130M AUM

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

PIP

Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Yelin Lapidot Holdings Management's SILC Position: Q2 2026 in Review

Yelin Lapidot Holdings Management reduced its Silicom (SILC) stake by 40% in Q2 2026, selling an estimated $1.11M and leaving 44,537 shares worth $2.14M. The position accounts for 0.4% of the portfolio, ranked #44.

Yelin Lapidot Holdings Management first reported a position in SILC in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.57M in Q3 2023. 51 funds tracked by Wall St. Rank hold SILC as of Q2 2026.

Yelin Lapidot Holdings Management held 44,537 shares of Silicom worth $2.14M as of Q2 2026.
Yelin Lapidot Holdings Management sold 29,228 Silicom shares in Q2 2026, an estimated $1.11M.
Silicom made up 0.4% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #44 holding.
Yelin Lapidot Holdings Management first reported a position in Silicom in Q3 2023 and has held it in 12 quarters since.
Yelin Lapidot Holdings Management's Silicom position peaked at $5.57M in Q3 2023.
51 funds tracked by Wall St. Rank held Silicom as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.