Chapin Davis’s Super Micro Computer SMCI Stock Holding History

Chapin Davis’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 Q3	–	Sell	-80,570	Closed	-$3.95M	–	260
2025 Q2	$3.95M	Buy	+80,570	New	+$3.11M	1.09%	25

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Chapin Davis's SMCI Position: Q3 2025 in Review

Chapin Davis sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 80,570 shares — an estimated $3.95M sold.

Chapin Davis first reported a position in SMCI in Q2 2025 and held it in 1 quarter. The position peaked at $3.95M in Q2 2025. 850 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

Chapin Davis reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
Chapin Davis sold 80,570 Super Micro Computer shares in Q3 2025, an estimated $3.95M.
Chapin Davis first reported a position in Super Micro Computer in Q2 2025 and held it in 1 quarter.
Chapin Davis's Super Micro Computer position peaked at $3.95M in Q2 2025.
850 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on Chapin Davis's 13F filing for Q3 2025, filed 9 Oct 2025.