Silicon Motion Technology Corporation (SIMO) Dominates Consumer Controller Market Amid Competitor Exit
Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Alkeon Capital Management Panayotis Takis Sparaggis | 1,100,000 | $366,663,000 | 0.5% | |
| 2. | Hawk Ridge Management David Brown | 1,015,215 | $338,401,616 | -14% | 10.85% |
| 3. | Polar Capital Brian Ashford-Russell And Tim Woolley | 931,375 | $310,455,229 | 0.73% | |
| 4. | Driehaus Capital Richard Driehaus | 786,074 | $262,022,046 | +55% | 1.52% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 417,894 | $139,296,607 | -2% | 0.06% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $328.00 | 1,000 | $328,000.00 | 6,656 | 2026-06-18 | Filing | |
| $301.25 | 1,000 | $301,250.00 | 7,656 | 2026-06-02 | Filing | |
| $320.31 | 1,000 | $320,310.00 | 7,500 | 2026-06-18 | Filing | |
| $310.01 | 1,000 | $310,010.00 | 8,500 | 2026-06-17 | Filing | |
| $300.00 | 1,000 | $300,000.00 | 9,500 | 2026-06-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 919,626 | $257,495,280 | 6.26% | |
| 2. | 24,554 | $6,875,120 | 0.57% | |
| 3. | 9,268 | $2,595,040 | 0.3% | |
| 4. | 4,715 | $1,320,200 | 0.29% | |
| 5. | 2,276 | $637,280 | 0.16% |