Arrowpoint Investment Partners’s Super Micro Computer SMCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,840	Closed	-$200K	–	350
2025 Q1	$200K	Buy	5,840 +2,720	+87%	+$93.1K	0.02%	217
2024 Q4	$95.1K	Buy	+3,120	New	+$95.1K	0.02%	164