Which hedge funds own SIMO? SILICON MOTION TECHNOLOGY CO, Q2 2026 13F holders
61 tracked hedge funds disclosed a position in SIMO (SILICON MOTION TECHNOLOGY CO) in their Q2 2026 13F filings, worth $2.6bn in total. The largest holder by portfolio weight is Highland Peak Capital, LLC at 19.7% of its book. 26 opened a new position this quarter: Ratan Capital Management LP, FengHe Fund Management Pte. Ltd., SG Capital Management LLC, Alkeon Capital Management LLC. 15 exited: Pertento Partners LLP, Alpine Associates Management Inc., Fifth Lane Capital, LP.
- 61
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 26
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 15
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $954m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $89.7m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $2.6bn
- Combined value Sum of the holders' reported positions in the security.
- 4.9%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Pertento Partners LLP | 4.9% | $46.3m |
| Alpine Associates Management Inc. | 0.8% | $13.1m |
| Fifth Lane Capital, LP | 0.5% | $393k |
| Prescott Group Capital Management, L.L.C. | 0.1% | $1.0m |
| Y-Intercept (Hong Kong) Ltd | 0.08% | $4.4m |
| Polar Asset Management Partners Inc. | 0.08% | $3.2m |
| Entropy Technologies, LP | 0.05% | $1.1m |
| Walleye Capital LLC | 0.05% | $8.2m |
| Quinn Opportunity Partners LLC | 0.02% | $393k |
| Prelude Capital Management, LLC | 0.02% | $210k |
| Capital Fund Management S.A. | 0.02% | $1.7m |
| Adage Capital Partners GP, L.L.C. | 0.01% | $6.1m |
| Graham Capital Management, L.P. | 0.01% | $233k |
| Squarepoint Ops LLC | 0.01% | $2.7m |
| Verition Fund Management LLC | 0.0% | $474k |
Ownership over time
Who discovered SIMO first? Beta
The run: Q2 2025 → Q2 2026, +343%
| Kite Lake Capital Management (UK) LLP high conviction | Q2 2024 | 46.8% | +131 pts |
| Highland Peak Capital, LLC high conviction | Q2 2025 | 10.6% | +49.0 pts |
| Apis Capital Advisors, LLC high conviction | Q2 2024 | 6.8% | +15.6 pts |
| Hawk Ridge Capital Management LP high conviction | Q3 2025 | 0.7% | +10.6 pts |
| West Tower Group, LLC | Q2 2025 | 2.0% | +6.6 pts |
| Summit Partners Public Asset Management, LLC | Q2 2025 | 1.5% | +5.3 pts |
| Melqart Asset Management (UK) Ltd high conviction | Q3 2025 | 0.6% | +1.8 pts |
| Alpine Associates Management Inc. | Q4 2024 | 1.3% | +1.0 pts |
| SG Capital Management LLC | Q4 2024 | 0.7% | +0.6 pts |
| Ardsley Advisory Partners LP | Q3 2025 | – | – |
| Potrero Capital Research LLC | Q3 2025 | – | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.