CP
SMCI icon

Castleview Partners’s Super Micro Computer SMCI Stock Holding History

Castleview 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
Q1 		– Sell
-2,616
Closed -$78.6K – 496
2024
Q4 		$78.6K Buy
2,616
+1,036
+66% +$37.7K 0.04% 282
2024
Q3 		$65.8K Buy
1,580
+830
+111% +$50.5K 0.04% 288
2024
Q2 		$61.5K Buy
+750
New +$64.1K 0.03% 311
2024
Q1 		– Sell
-530
Closed -$15.1K – 940
2023
Q4 		$15.1K Hold
530
– – 0.01% 462
2023
Q3 		$14.5K Buy
+530
New +$14.8K 0.01% 392

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Castleview Partners's SMCI Position: Q1 2025 in Review

Castleview Partners sold out of Super Micro Computer (SMCI) in Q1 2025, closing a stake of 2,616 shares — an estimated $78.6K sold.

Castleview Partners first reported a position in SMCI in Q3 2023 and held it in 5 quarters. The position peaked at $78.6K in Q4 2024. 760 funds tracked by Wall St. Rank hold SMCI as of Q1 2025.

  • Castleview Partners reported no remaining Super Micro Computer position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 2,616 Super Micro Computer shares in Q1 2025, an estimated $78.6K.
  • Castleview Partners first reported a position in Super Micro Computer in Q3 2023 and held it in 5 quarters.
  • Castleview Partners's Super Micro Computer position peaked at $78.6K in Q4 2024.
  • 760 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.