OSTERWEIS CAPITAL MANAGEMENT INC
Position in SIMO — Silicon Motion Technology CORP
CIK 1007524
SAN FRANCISCO, CA
Position in SIMO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,095,331
-$3,126,923 QoQ
Shares Held
18,660
-66.9% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SIMO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $171,999,890 across 12 Semiconductors names. SIMO ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
155,094 | $48,003,143 | |
| 2 | ADI |
Analog Devices Inc
|
150,259 | $47,803,397 | |
| 3 | NVDA |
Nvidia Corp
|
228,679 | $39,881,617 | |
| 4 | LSCC |
Lattice Semiconductor Corp
|
105,910 | $9,824,211 | |
| 5 | SITM |
SITIME Corp
|
25,137 | $8,681,062 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
36,543 | $8,115,104 | |
| 7 | RMBS |
Rambus Inc
|
84,930 | $7,306,527 | |
| 8 | SIMO |
Silicon Motion Technology CORP
This page
|
18,660 | $2,095,331 |
All Filings in SIMO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,095,331 | 18,660 | Principal | Sole | 2026-05-15 | |
| 2025-12-31 | $5,222,254 | 56,335 | Principal | Sole | 2026-02-17 | |
| 2025-09-30 | $3,598,987 | 37,960 | Principal | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||