ACM
Analog Century Management’s Super Micro Computer SMCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-942,865
| Closed | -$32.3M | – | 25 |
|
|
2025
Q1 | $32.3M | Buy |
+942,865
| New | +$32.3M | 2.62% | 21 |
|
|
2024
Q3 | – | Sell |
-32,511
| Closed | -$26.6M | – | 27 |
|
|
2024
Q2 | $26.6M | Buy |
32,511
+4,979
| +18% | +$4.08M | 2.64% | 20 |
|
|
2024
Q1 | $27.8M | Sell |
27,532
-41,357
| -60% | -$41.8M | 3.88% | 14 |
|
|
2023
Q4 | $19.6M | Sell |
68,889
-10,784
| -14% | -$3.07M | 4.53% | 13 |
|
|
2023
Q3 | $21.8M | Sell |
79,673
-4,567
| -5% | -$1.25M | 5.86% | 9 |
|
|
2023
Q2 | $21M | Sell |
84,240
-76,221
| -48% | -$19M | 5.83% | 7 |
|
|
2023
Q1 | $17.1M | Buy |
160,461
+66,351
| +71% | +$7.07M | 5.19% | 11 |
|
|
2022
Q4 | $7.73M | Buy |
+94,110
| New | +$7.73M | 3.36% | 18 |
|