LongSIMOJun 2026
Silicon Motion Technology Corporation
Silicon Motion was a notable contributor in the quarter as demand for NAND flash controllers recovered strongly. The position fits the fund's preference for technology companies…
SIMO
Which hedge funds are long SIMO?
1 published idea on Silicon Motion Technology Corporation across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Silicon Motion Technology Corporation: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.