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Advisory Research’s Super Micro Computer SMCI Stock Holding History

Advisory Research’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-39,188
Closed -$1.19M – 154
2024
Q4 		$1.19M Buy
+39,188
New +$1.42M 0.2% 100
2024
Q1 		– Sell
-70,550
Closed -$2.01M – 294
2023
Q4 		$2.01M Sell
70,550
-38,870
-36% -$1.08M 0.31% 81
2023
Q3 		$3M Buy
+109,420
New +$3.05M 0.42% 60

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Research's SMCI Position: Q1 2025 in Review

Advisory Research sold out of Super Micro Computer (SMCI) in Q1 2025, closing a stake of 39,188 shares — an estimated $1.19M sold.

Advisory Research first reported a position in SMCI in Q3 2023 and held it in 3 quarters. The position peaked at $3M in Q3 2023. 760 funds tracked by Wall St. Rank hold SMCI as of Q1 2025.

  • Advisory Research reported no remaining Super Micro Computer position as of Q1 2025 after selling out during the quarter.
  • Advisory Research sold 39,188 Super Micro Computer shares in Q1 2025, an estimated $1.19M.
  • Advisory Research first reported a position in Super Micro Computer in Q3 2023 and held it in 3 quarters.
  • Advisory Research's Super Micro Computer position peaked at $3M in Q3 2023.
  • 760 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2025.

Based on Advisory Research's 13F filing for Q1 2025, filed 14 May 2025.