Applied Finance Capital Management’s Super Micro Computer SMCI Stock Holding History

Applied Finance Capital Management’s Portfolio SMCI Stock Details SMCI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$600K	Sell
2025 Q2	$715K	Buy
2025 Q1	$442K	Buy
2024 Q4	$313K	Buy