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

Applied Finance Capital Management’s Portfolio SMCI Stock Details SMCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$715K Buy
14,594
+1,677
+13% +$82.2K 0.05% 163
2025
Q1 		$442K Buy
12,917
+2,657
+26% +$91K 0.03% 206
2024
Q4 		$313K Buy
+10,260
New +$313K 0.01% 243