SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Position in SIMO — Silicon Motion Technology CORP
CIK 1638555
Boston, MA
Position in SIMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$87,270,793
+$36,024,445 QoQ
Shares Held
261,815
-42.6% QoQ
Ownership
0.772%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#26
of 383 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in SIMO Over Time
Shares Held
Position Value (USD)
Derivatives in SIMO
reported options exposure · as of Sep 30, 2025CallValue
$6,352,270
CallShares
67,000
PutValue
$21,332,250
PutShares
225,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC holds $630,674,629 across 13 Semiconductors names. SIMO ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSEM |
Tower Semiconductor Ltd
|
517,547 | $134,893,450 | |
| 2 | NVDA |
Nvidia Corp
|
449,977 | $90,035,897 | |
| 3 | SIMO |
Silicon Motion Technology CORP
This page
|
261,815 | $87,270,793 | |
| 4 | SITM |
SITIME Corp
|
102,958 | $76,761,366 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
123,250 | $58,860,502 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
197,251 | $53,642,409 | |
| 7 | ADI |
Analog Devices Inc
|
87,000 | $34,553,790 | |
| 8 | CBRS |
Cerebras Systems Inc.
|
134,465 | $29,716,765 |
All Filings in SIMO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,270,793 | 261,815 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $51,246,348 | 456,375 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,588,196 | 534,932 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,332,250 | 225,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $52,904,454 | 558,005 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $6,352,270 | 67,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $38,632,644 | 513,937 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,354,590 | 283,912 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,896,480 | 201,600 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $27,349,570 | 506,005 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,774,673 | 309,099 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $8,199,900 | 135,000 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $38,331,757 | 473,290 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $20,247,500 | 250,000 | Call | Sole | 2024-08-14 | |
| 2024-03-31 | $29,082,319 | 377,987 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,399,749 | 218,700 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $1,838,100 | 30,000 | Call | Sole | 2024-02-14 | |
| 2022-06-30 | $52,748,242 | 630,206 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,004,600 | 30,000 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $23,404,640 | 350,264 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||