Axiom Investors’s Super Micro Computer SMCI Stock Holding History

Axiom Investors’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
2024 Q3	–	Sell	-13,040	Closed	-$1.07M	–	143
2024 Q2	$1.07M	Sell	13,040 -129,580	-91%	-$11.1M	0.01%	123
2024 Q1	$14.4M	Sell	142,620 -411,430	-74%	-$30.1M	0.13%	75
2023 Q4	$15.7M	Buy	554,050 +435,750	+368%	+$12.1M	0.15%	67
2023 Q3	$3.24M	Buy	118,300 +15,260	+15%	+$426K	0.05%	83
2023 Q2	$2.57M	Buy	+103,040	New	+$1.73M	0.04%	96

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Axiom Investors's SMCI Position: Q3 2024 in Review

Axiom Investors sold out of Super Micro Computer (SMCI) in Q3 2024, closing a stake of 13,040 shares — an estimated $1.07M sold.

Axiom Investors first reported a position in SMCI in Q2 2023 and held it in 5 quarters. The position peaked at $15.7M in Q4 2023. 695 funds tracked by Wall St. Rank hold SMCI as of Q3 2024.

Axiom Investors reported no remaining Super Micro Computer position as of Q3 2024 after selling out during the quarter.
Axiom Investors sold 13,040 Super Micro Computer shares in Q3 2024, an estimated $1.07M.
Axiom Investors first reported a position in Super Micro Computer in Q2 2023 and held it in 5 quarters.
Axiom Investors's Super Micro Computer position peaked at $15.7M in Q4 2023.
695 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2024.

Based on Axiom Investors's 13F filing for Q3 2024, filed 12 Nov 2024.