Position in SIMO
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$39,207,274
New position
Shares Held
117,623
first reported quarter
Ownership
0.347%
of shares outstanding
% of Portfolio
15.22%
of 13F equity value
Holder Rank
#50
of 383 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026Ratan Capital Management LP holds $119,631,071 across 7 Semiconductors names. SIMO ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SIMO |
Silicon Motion Technology CORP
This page
|
117,623 | $39,207,274 | |
| 2 | QCOM |
Qualcomm Inc/De
|
108,429 | $20,036,594 | |
| 3 | ARM |
Arm Holdings PLC /Uk
|
43,515 | $15,429,113 | |
| 4 | MU |
Micron Technology Inc
|
13,000 | $15,005,770 | |
| 5 | MXL |
Maxlinear, Inc
|
107,581 | $13,773,595 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
23,604 | $13,711,799 | |
| 7 | WOLF |
Wolfspeed, Inc.
|
51,128 | $2,466,926 |
All Filings in SIMO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,207,274 | 117,623 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||