13FPulse
SI

SIMO SILICON MOTION TECHNOL-ADR

2026Q2 · CUSIP 82706C108 · Memory & Storage · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
376
Institutions that reported holding it to the SEC
Net increase in holders
+106
Last quarter 270 → now 376
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

376 funds held SIMO at the end of 2026Q2, up 106 from the quarter before. That is stronger buying than 98.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $886M(YoY +10.2%), the P/E is 44.4x. SIMO has had 13 buying rushes in its history, and the price moved +5.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Semiconductors sector, tagged Memory & Storage.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=57 2013Q4: holders=68 2014Q1: holders=78 2014Q2: holders=88 2014Q3: holders=103 2014Q4: holders=112 2015Q1: holders=123 2015Q2: holders=153 2015Q3: holders=129 2015Q4: holders=144 2016Q1: holders=142 2016Q2: holders=162 2016Q3: holders=189 2016Q4: holders=190 2017Q1: holders=167 2017Q2: holders=183 2017Q3: holders=157 2017Q4: holders=159 2018Q1: holders=142 2018Q2: holders=147 2018Q3: holders=158 2018Q4: holders=144 2019Q1: holders=148 2019Q2: holders=138 2019Q3: holders=125 2019Q4: holders=150 2020Q1: holders=145 2020Q2: holders=157 2020Q3: holders=144 2020Q4: holders=163 2021Q1: holders=206 2021Q2: holders=191 2021Q3: holders=198 2021Q4: holders=221 2022Q1: holders=210 2022Q2: holders=213 2022Q3: holders=195 2022Q4: holders=190 2023Q1: holders=191 2023Q2: holders=196 2023Q3: holders=192 2023Q4: holders=203 2024Q1: holders=210 2024Q2: holders=231 2024Q3: holders=199 2024Q4: holders=201 2025Q1: holders=190 2025Q2: holders=213 2025Q3: holders=219 2025Q4: holders=241 2026Q1: holders=270 2026Q2: holders=376 -106 -53 +0 +53 +106 51223395 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 20% +25.4%
2025Q2 Top 20% +29.4% +16.0%
2024Q2 Top 20% -6.7% -14.6%
2021Q1 Top 10% -2.7% +11.7%
2019Q4 Top 20% -20.6% -6.3%
2017Q2 Top 20% +12.0% +10.3%
2016Q3 Top 5% -2.8% -8.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
155
Change in large funds
+41
Total value they hold
$8.0B
Funds buying for the first time
147
Funds that sold out entirely
41
Price change that quarter
+1.1%
Funds holding puts (bearish)
8
Funds holding calls (bullish)
11

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
44.4
EPS (TTM)
$5.46
EPS YoY
+37.9%
Revenue (TTM)
$0.9B
Revenue YoY
+10.2%
Net margin
ROE
Debt ratio
32.1%
FCF (TTM)
$6M
Dividend (TTM)
No dividend

As of 2025-12-31 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.