Jeremy Grantham's SIMO Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 16,100 shares of Silicon Motion Technology Corporation (SIMO) worth $1.49 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in SIMO, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 465,638 shares. Largest reduction occurred in Q2 2023, reducing 274,625 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Silicon Motion Technology Corporation (SIMO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Silicon Motion Technology Corporation (SIMO) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +16,100 | New Buy | 16,100 | $75.17 |
| Q4 2024 | -41,965 | Sold Out | 0 | $0.00 |
| Q3 2024 | +29,328 | Add 232.08% | 41,965 | $60.74 |
| Q2 2024 | +12,637 | New Buy | 12,637 | $80.99 |
| Q1 2024 | -156,200 | Sold Out | 0 | $0.00 |
| Q4 2023 | -162,200 | Reduce 50.94% | 156,200 | $61.27 |
| Q3 2023 | -31,819 | Reduce 9.09% | 318,400 | $51.25 |
| Q2 2023 | -274,625 | Reduce 43.95% | 350,219 | $71.86 |
| Q1 2023 | +1,383 | Add 0.22% | 624,844 | $65.52 |
| Q4 2022 | -93,457 | Reduce 13.04% | 623,461 | $64.99 |
| Q3 2022 | +251,280 | Add 53.96% | 716,918 | $65.19 |
| Q2 2022 | +465,638 | New Buy | 465,638 | $83.70 |
| Q2 2019 | -21,796 | Sold Out | 0 | $0.00 |
| Q1 2019 | -8,900 | Reduce 28.99% | 21,796 | $39.64 |
| Q4 2018 | +30,696 | New Buy | 30,696 | $34.50 |
| Q2 2018 | -74,600 | Sold Out | 0 | $0.00 |
| Q1 2018 | +74,600 | New Buy | 74,600 | $48.12 |
| Q3 2017 | -21,900 | Sold Out | 0 | $0.00 |
| Q2 2017 | -44,800 | Reduce 67.17% | 21,900 | $48.22 |
| Q1 2017 | -10,200 | Reduce 13.26% | 66,700 | $46.75 |
| Q4 2016 | -9,200 | Reduce 10.69% | 76,900 | $42.48 |
| Q3 2016 | -28,900 | Reduce 25.13% | 86,100 | $51.79 |
| Q2 2016 | -4,100 | Reduce 3.44% | 115,000 | $47.80 |
| Q1 2016 | -36,100 | Reduce 23.26% | 119,100 | $38.81 |
| Q4 2015 | +83,600 | Add 116.76% | 155,200 | $31.36 |
| Q3 2015 | +13,000 | Add 22.18% | 71,600 | $27.30 |
| Q2 2015 | +58,600 | New Buy | 58,600 | $34.61 |
| Q1 2015 | -13,400 | Sold Out | 0 | $0.00 |
| Q4 2014 | -75,432 | Reduce 84.92% | 13,400 | $23.66 |
| Q3 2014 | -29,000 | Reduce 24.61% | 88,832 | $26.94 |
| Q2 2014 | -13,300 | Reduce 10.14% | 117,832 | $20.43 |
| Q1 2014 | +1,700 | Add 1.31% | 131,132 | $16.78 |
| Q4 2013 | +19,000 | Add 17.21% | 129,432 | $14.15 |
| Q3 2013 | -43,291 | Reduce 28.16% | 110,432 | $13.06 |
| Q2 2013 | +153,723 | Add 0.00% | 153,723 | $10.59 |
Jeremy Grantham's Silicon Motion Technology Corporation Investment FAQs
Jeremy Grantham first purchased Silicon Motion Technology Corporation (SIMO) in Q2 2013, acquiring 153,723 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Silicon Motion Technology Corporation (SIMO) for 37 quarters since Q2 2013.
Jeremy Grantham's largest addition to Silicon Motion Technology Corporation (SIMO) was in Q2 2022, adding 465,638 shares worth $38.97 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 16,100 shares of Silicon Motion Technology Corporation (SIMO), valued at approximately $1.49 M.
As of the Q4 2025 filing, Silicon Motion Technology Corporation (SIMO) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Silicon Motion Technology Corporation (SIMO) was 716,918 shares, as reported at the end of Q3 2022.