Silicon Motion Technol-adr (SIMO) — Who's Buying and Selling (13F, Q2 2026)

SIMO ranks #1582 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SIMO is a top-conviction position for Highland Peak Capital, LLC — at 19.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SIMO belongs to FMR LLC, but the position matters far more to Highland Peak Capital, LLC, who has 19.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Fidelity has added to its SIMO position for two straight quarters, increasing it by $444.2M to reach $759.3M today.

Frontier Capital Management Co LLC has trimmed its SIMO position for two straight quarters, cutting it by $46.5M while still holding $892.8K.

SIMO is down 3.6% today, and institutions have been net sellers of $134.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

SIMO closed its latest fiscal year with net income of $122.6M, and currently trades at a P/E of 270.0.

• Profitable — net income of $122.6M in the latest fiscal year
• Revenue grew 10.2% year over year
• Net income improved year over year, from $89.2M to $122.6M
• Generated $61.4M in positive operating cash flow
• Current ratio of 2.78x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.47x equity — within a conventional range