What smart money is saying about Silicon Laboratories
SLAB
No fund has written a full thesis on Silicon Laboratories in our archive, but 4 fund letters report a position in it — most recently ClearBridge Investments SMID Cap Growth Strategy in June 2026.
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4
Reported positions
0
Bought
2
Sold
4
Letters
Position history
Between Q1 2025 and Q2 2026, 4 fund letters reported a position in Silicon Laboratories — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q1 2025 | 1 | 0 | 1 | 0 |
Fund activity · 4 positions · 2 moves
- June 2026
“On the sell side, we exited specialty insurance distributor Ryan Specialty due to softer insurance conditions, margin pressure and AI- related uncertainty; Silicon Laboratories following its proposed acquisition by Texas Instruments; cosmetics and skin care maker e.l.f. Beauty as execution and innovation concerns weakened the thesis; and medical device company Penumbra following its announced acquisition by Boston Scientific.”
Silicon Laboratories - June 2026
“FUND MANAGEMENT TOP 10 HOLDINGS (%)* Silicon Laboratories, Inc. 3.34 WisdomTree, Inc.”
Silicon Laboratories - March 2026
“The largest positive contributor to the fund’s performance in the first quarter was Silicon Laboratories (SLAB), a fabless semiconductor company that focuses on low power wireless system on chips, microcontrollers, and software for Internet of Things devices. During the quarter, Texas Instruments announced its intention to acquire the company for $231 per share in cash, representing a 69% premium to the previous day’s closing price, implying a valuation of approximately 56 times consensus 2027 earnings. In addition to Silicon Laboratories, the fund had two other holdings announce that they were being acquired in the quarter, OneStream and Skywater Technologies.”
Silicon Laboratories - TrimmedAve Maria Growth FundMarch 2025
“For the three months ended March 31, 2025, the total return on the Ave Maria Growth Fund (AVEGX) was -1.65%, compared to the S&P 500® Index which returned -4.27%. The returns for the Ave Maria Growth Fund compared to its benchmark as of March 31, 2025 were: In the first quarter, top contributors to return included O’Reilly Automotive, Inc., HEICO Corporation, Roper Technologies, Inc., Mastercard, Incorporated and Expand Energy Corporation. Top detractors from return included Nvidia Corporation, Taiwan Semiconductor Mfg., BlackLine, Inc., XPEL, Inc. and Accenture PLC. We reduced the existing position in Silicon Laboratories, Inc. and completely exited the positions in McCormick and Valvoline.”
Silicon Laboratories
Read the letters behind these Silicon Laboratories positions
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