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Arlington Capital Management’s Super Micro Computer SMCI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$722K Sell
14,729
-11,457
-44% -$562K 0.63% 36
2025
Q1
$897K Sell
26,186
-26,767
-51% -$917K 0.68% 26
2024
Q4
$1.61M Buy
52,953
+47,340
+843% +$1.44M 1.12% 20
2024
Q3
$2.34M Buy
5,613
+3,957
+239% +$1.65M 1.92% 14
2024
Q2
$1.36M Sell
1,656
-1,526
-48% -$1.25M 1.18% 26
2024
Q1
$3.21M Sell
3,182
-3,905
-55% -$3.94M 2.67% 9
2023
Q4
$2.01M Buy
7,087
+5,459
+335% +$1.55M 1.83% 14
2023
Q3
$446K Buy
+1,628
New +$446K 0.47% 33