Silicon Motion Technology Corp: which funds bought and sold

Institutions that bought and sold Silicon Motion Technology shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 222 institutions that filed 13F reports for both quarters added to or opened positions in Silicon Motion Technology, and 167 cut or closed them. Together they sold a net 2.3M shares, −8.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 614K shares (−4.5%); index fund managers were net sellers of 7,489 shares (−2.1%). 146 opened a new position and 35 sold out entirely.

Bought, Q2 2026 222 institutions, 146 of them new holders Sold, Q2 2026 167 institutions, 35 of them sold out

Net change, all compared −2.3M shares (−8.6%)

Net change, active managers −614K shares (−4.5%), 23 bought, 35 sold

Buyers versus sellers

institutions compared, 415

222 bought 26 167 sold

Active managers and hedge funds 23 bought · 35 sold · −614K

Index fund managers 4 bought · 2 sold · −7,489

Other institutions 195 bought · 130 sold · −1.7M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Alkeon Capital Management LLC Hedge fund	+1.1M New position	1.1M	$367M
Polar Capital Holdings PLC Active manager	+931K New position	931K	$310M
Invesco Ltd.	+724K +173.1%	1.1M	$381M
Two Sigma Investments, LP Hedge fund	+427K +155.3%	701K	$234M
D. E. Shaw & Co., Inc. Hedge fund	+363K New position	363K	$121M
Bit Capital Gmbh	+349K New position	349K	$116M
Driehaus Capital Management LLC Active manager	+276K +54.1%	786K	$262M
Granahan Investment Management, LLC	+251K +128.3%	446K	$149M
Alliancebernstein L.P. Active manager	+193K New position	193K	$21.7M
Fenghe Fund Management Pte. Ltd.	+181K New position	181K	$60.5M
Ratan Capital Management LP	+118K New position	118K	$39.2M
Westfield Capital Management Co LP Active manager	+106K New position	106K	$35.5M
BNP Paribas Asset Management Holding S.A.	+106K New position	106K	$35.3M
Knightsbridge Asset Management, LLC	+103K +91.1%	217K	$47.6M
Ma Investment Partnership, LP	+100K New position	100K	$33.3M
Stephens Investment Management Group LLC	+99K New position	99K	$33M
Goldman Sachs Group Inc	+96K +341.1%	125K	$41.6M
First Eagle Investment Management, LLC Active manager	+83K +49.3%	251K	$83.8M
Morgan Stanley	+81K +38.3%	292K	$97.2M
Ceredex Value Advisors LLC	+74K New position	74K	$24.6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Alkeon Capital Management LLC Hedge fund	+1.1M New position	1.1M	$367M
Polar Capital Holdings PLC Active manager	+931K New position	931K	$310M
Two Sigma Investments, LP Hedge fund	+427K +155.3%	701K	$234M
D. E. Shaw & Co., Inc. Hedge fund	+363K New position	363K	$121M
Driehaus Capital Management LLC Active manager	+276K +54.1%	786K	$262M
Alliancebernstein L.P. Active manager	+193K New position	193K	$21.7M
Westfield Capital Management Co LP Active manager	+106K New position	106K	$35.5M
First Eagle Investment Management, LLC Active manager	+83K +49.3%	251K	$83.8M
Oberweis Asset Management Inc/ Active manager	+34K +12.0%	316K	$105M
Trexquant Investment LP Hedge fund	+26K +102.0%	52K	$17.3M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−1.1M −33.0%	2.3M	$759M
Lord, Abbett & Co. LLC	−584K −60.7%	378K	$126M
Man Group PLC Hedge fund	−542K −96.8%	18K	$6M
Kite Lake Capital Management (UK) LLP	−415K −91.7%	38K	$12.6M
Pertento Partners LLP	−413K Sold out	0	—
Reinhart Partners, Llc.	−348K −26.5%	966K	$322M
Lazard Asset Management LLC Active manager	−346K −44.3%	436K	$145M
Robeco Institutional Asset Management B.V.	−332K −52.5%	300K	$99.9M
Frontier Capital Management Co LLC Active manager	−270K −99.0%	2,678	$892,791
Castleknight Management LP Hedge fund	−262K −81.0%	61K	$20.5M
Neumeier Poma Investment Counsel LLC	−252K −58.8%	176K	$58.8M
Highland Peak Capital, LLC	−242K −54.4%	203K	$67.6M
Herald Investment Management Ltd	−220K −59.8%	148K	$49.2M
Millennium Management LLC Hedge fund	−216K −54.5%	180K	$60M
Qube Research & Technologies Ltd Hedge fund	−213K −60.6%	138K	$46.1M
UBS Group AG	−212K −54.0%	180K	$60.1M
Summit Partners Public Asset Management, LLC	−195K −42.6%	262K	$87.3M
Ophir Asset Management Pty Ltd	−183K −51.2%	174K	$58.1M
Analog Century Management LP Hedge fund	−176K −32.7%	363K	$121M
Hawk Ridge Capital Management LP Hedge fund	−158K −13.5%	1.0M	$338M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−1.1M −33.0%	2.3M	$759M
Man Group PLC Hedge fund	−542K −96.8%	18K	$6M
Lazard Asset Management LLC Active manager	−346K −44.3%	436K	$145M
Frontier Capital Management Co LLC Active manager	−270K −99.0%	2,678	$892,791
Castleknight Management LP Hedge fund	−262K −81.0%	61K	$20.5M
Millennium Management LLC Hedge fund	−216K −54.5%	180K	$60M
Qube Research & Technologies Ltd Hedge fund	−213K −60.6%	138K	$46.1M
Analog Century Management LP Hedge fund	−176K −32.7%	363K	$121M
Hawk Ridge Capital Management LP Hedge fund	−158K −13.5%	1.0M	$338M
Voloridge Investment Management, LLC Hedge fund	−148K −70.5%	62K	$20.7M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Alkeon Capital Management LLCHedge fund	1.1M	$367M
Polar Capital Holdings PLCActive manager	931K	$310M
D. E. Shaw & Co., Inc.Hedge fund	363K	$121M
Bit Capital Gmbh	349K	$116M
Fenghe Fund Management Pte. Ltd.	181K	$60.5M
Ratan Capital Management LP	118K	$39.2M
Westfield Capital Management Co LPActive manager	106K	$35.5M
BNP Paribas Asset Management Holding S.A.	106K	$35.3M
Ma Investment Partnership, LP	100K	$33.3M
Stephens Investment Management Group LLC	99K	$33M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Pertento Partners LLP	413K	$46.3M
Alpine Associates Management Inc.	117K	$13.1M
Susquehanna Portfolio Strategies, LLC	77K	$8.7M
Walleye Capital LLCHedge fund	73K	$8.2M
Sora Investors LLC	58K	$6.5M
Adage Capital Partners Gp, L.L.C.Hedge fund	55K	$6.1M
Y-Intercept (Hong Kong) Ltd	39K	$4.4M
Jane Street Group, LLC	36K	$4.1M
Chase Investment Counsel Corp	28K	$3.2M
Polar Asset Management Partners Inc.	28K	$3.2M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 383
Ten largest holders: 43.9%
Index fund managers: 1.4%
Active managers and hedge funds: 53.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	23	35	14	7	−614K	−4.5%
Index fund managers	4	2	0	0	−7,489	−2.1%
Other institutions	195	130	132	28	−1.7M	−13.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Silicon Motion Technology.

Only managers that filed a holdings report for both quarters are compared (415 here). 6 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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