Analog Century Management’s Super Micro Computer SMCI Stock Holding History

Analog Century Management’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 Q2	–	Sell	-942,865	Closed	-$32.3M	–	25
2025 Q1	$32.3M	Buy	+942,865	New	+$35.8M	2.62%	21
2024 Q3	–	Sell	-325,110	Closed	-$26.6M	–	27
2024 Q2	$26.6M	Buy	325,110 +49,790	+18%	+$4.26M	2.64%	20
2024 Q1	$27.8M	Sell	275,320 -413,570	-60%	-$30.3M	3.88%	14
2023 Q4	$19.6M	Sell	688,890 -107,840	-14%	-$2.99M	4.53%	13
2023 Q3	$21.8M	Sell	796,730 -45,670	-5%	-$1.27M	5.86%	9
2023 Q2	$21M	Sell	842,400 -762,210	-48%	-$12.8M	5.83%	7
2023 Q1	$17.1M	Buy	1,604,610 +663,510	+71%	+$5.99M	5.19%	11
2022 Q4	$7.73M	Buy	+941,100	New	+$7.16M	3.36%	18

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Analog Century Management's SMCI Position: Q2 2025 in Review

Analog Century Management sold out of Super Micro Computer (SMCI) in Q2 2025, closing a stake of 942,865 shares — an estimated $32.3M sold.

Analog Century Management first reported a position in SMCI in Q4 2022 and held it in 8 quarters. The position peaked at $32.3M in Q1 2025. 833 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

Analog Century Management reported no remaining Super Micro Computer position as of Q2 2025 after selling out during the quarter.
Analog Century Management sold 942,865 Super Micro Computer shares in Q2 2025, an estimated $32.3M.
Analog Century Management first reported a position in Super Micro Computer in Q4 2022 and held it in 8 quarters.
Analog Century Management's Super Micro Computer position peaked at $32.3M in Q1 2025.
833 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Analog Century Management's 13F filing for Q2 2025, filed 14 Aug 2025.