SEC 13F Intelligence

272 Capital LP / SIMO

272 Capital LP’s Silicon Motion Technology Co Position

Does 272 Capital LP own Silicon Motion Technology Co (SIMO)? Not currently — the last reported position was 23.2K shares worth $1M in Q1 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$1M
Q1 2025
Shares
23.2K
% of Portfolio
+3.09%
Quarters Held
10
position exited

Position History SIMO

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $9MQ2 ’23: $7MQ2 ’23Q3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $7MQ2 ’24: $5MQ2 ’24Q3 ’24: $6MQ4 ’24: $3MQ4 ’24Q1 ’25: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202523.2K$1M+3.09%
Q4 202450.6K$3M+2.59%
Q3 2024101.4K$6M+3.52%
Q2 202465.3K$5M+2.65%
Q1 202489.3K$7M+2.74%
Q4 202374.2K$4M+1.50%
Q3 202349.3K$3M+1.00%
Q2 2023100.6K$7M+2.66%
Q1 2023142.3K$9M+3.86%
Q4 202241.5K$3M+1.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 272 Capital LP’s full portfolio or all institutional holders of SIMO.