YCM
SVCO

Yiheng Capital Management’s Silvaco Group SVCO Stock Holding History

Yiheng Capital Management’s Portfolio SVCO Stock Details SVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.5M Sell
906,381
-189,901
-17% -$1.97M 4.29% 8
2026
Q1 		$7.76M Hold
1,096,282
– – 3.36% 10
2025
Q4 		$4.44M Hold
1,096,282
– – 0.9% 15
2025
Q3 		$5.93M Hold
1,096,282
– – 0.87% 19
2025
Q2 		$5.17M Buy
1,096,282
+83,950
+8% +$397K 0.47% 19
2025
Q1 		$4.62M Buy
+1,012,332
New +$6.92M 0.43% 17

Other funds holding SVCO

NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Yiheng Capital Management's SVCO Position: Q2 2026 in Review

Yiheng Capital Management reduced its Silvaco Group (SVCO) stake by 17% in Q2 2026, selling an estimated $1.97M and leaving 906,381 shares worth $12.5M. The position accounts for 4.29% of the portfolio, ranked #8.

Yiheng Capital Management first reported a position in SVCO in Q1 2025 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold SVCO as of Q2 2026.

  • Yiheng Capital Management held 906,381 shares of Silvaco Group worth $12.5M as of Q2 2026.
  • Yiheng Capital Management sold 189,901 Silvaco Group shares in Q2 2026, an estimated $1.97M.
  • Silvaco Group made up 4.29% of Yiheng Capital Management's portfolio in Q2 2026, its #8 holding.
  • Yiheng Capital Management first reported a position in Silvaco Group in Q1 2025 and has held it in 6 quarters since.
  • 102 funds tracked by Wall St. Rank held Silvaco Group as of Q2 2026.

Based on Yiheng Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.