What smart money is saying about Silicon Laboratories
SLAB
No fund has written a full thesis on Silicon Laboratories in our archive, but 2 fund letters report a position in it — most recently ClearBridge Investments SMID Cap Growth Strategy in June 2026.
2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in Silicon Laboratories — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- ExitedClearBridge Investments SMID Cap Growth StrategyJune 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.”
Read the letterSilicon Laboratories - HoldsBuffalo Small Cap Growth FundMarch 2026
“In addition to Silicon Laboratories, the fund had two other holdings announce that they were being acquired in the quarter, OneStream and Skywater Technologies.”
Read the letterSilicon Laboratories
Read the letters behind these Silicon Laboratories positions
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