ALKEON CAPITAL MANAGEMENT LLC
Position in SIMO — Silicon Motion Technology CORP
CIK 1230239
New York, NY
Position in SIMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$366,662,999
New position
Shares Held
1,100,000
first reported quarter
Ownership
3.24%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#4
of 383 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 90%
Shared 10%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026ALKEON CAPITAL MANAGEMENT LLC holds $3,085,732,799 across 8 Semiconductors names. SIMO ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,536,218 | $1,688,791,630 | |
| 2 | ADI |
Analog Devices Inc
|
2,069,083 | $821,777,694 | |
| 3 | SIMO |
Silicon Motion Technology CORP
This page
|
1,100,000 | $366,662,999 | |
| 4 | ALAB |
Astera Labs, Inc.
|
200,000 | $96,604,000 | |
| 5 | NVDA |
Nvidia Corp
|
439,459 | $87,931,351 | |
| 6 | MCHP |
Microchip Technology Inc
|
206,000 | $18,787,200 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
4,510 | $2,619,904 | |
| 8 | INTC |
Intel Corp
|
18,320 | $2,558,021 |
All Filings in SIMO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,662,999 | 1,100,000 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||