Ardmore Road Asset Management’s Super Micro Computer SMCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-62,520	Closed	-$6.31M	–	51
2024 Q1	$6.31M	Sell	62,520 -637,480	-91%	-$64.4M	1.11%	27
2023 Q4	$19.9M	Buy	700,000 +400,000	+133%	+$11.4M	4.52%	8
2023 Q3	$8.23M	Buy	+300,000	New	+$8.23M	2.78%	14