Ardsley Advisory Partners’s Super Micro Computer SMCI Stock Holding History

Ardsley Advisory Partners’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	-126,700	Closed	-$4.33M	–	205
2025 Q1	$4.33M	Sell	126,700 -118,300	-48%	-$4.49M	0.83%	45
2024 Q4	$7.44M	Sell	245,000 -10,000	-4%	-$363K	1.18%	26
2024 Q3	$10.6M	Buy	+255,000	New	+$15.5M	1.75%	14
2024 Q1	–	Sell	-320,000	Closed	-$9.1M	–	180
2023 Q4	$9.1M	Buy	320,000 +237,000	+286%	+$6.57M	1.4%	20
2023 Q3	$2.28M	Buy	83,000 +2,500	+3%	+$69.7K	0.51%	54
2023 Q2	$2.01M	Buy	+80,500	New	+$1.35M	0.34%	61
2022 Q4	–	Sell	-75,000	Closed	-$413K	–	148
2022 Q3	$413K	Buy	+75,000	New	+$427K	0.09%	90
2014 Q4	–	Sell	-177,000	Closed	-$521K	–	233
2014 Q3	$521K	Buy	+177,000	New	+$459K	0.07%	113

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

Ardsley Advisory Partners's SMCI Position: Q2 2025 in Review

Ardsley Advisory Partners sold out of Super Micro Computer (SMCI) in Q2 2025, closing a stake of 126,700 shares — an estimated $4.33M sold.

Ardsley Advisory Partners first reported a position in SMCI in Q3 2014 and held it in 8 quarters. The position peaked at $10.6M in Q3 2024. 833 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

Ardsley Advisory Partners reported no remaining Super Micro Computer position as of Q2 2025 after selling out during the quarter.
Ardsley Advisory Partners sold 126,700 Super Micro Computer shares in Q2 2025, an estimated $4.33M.
Ardsley Advisory Partners first reported a position in Super Micro Computer in Q3 2014 and held it in 8 quarters.
Ardsley Advisory Partners's Super Micro Computer position peaked at $10.6M in Q3 2024.
833 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Ardsley Advisory Partners's 13F filing for Q2 2025, filed 14 Aug 2025.