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Chesapeake Asset Management’s Super Micro Computer SMCI Stock Holding History

Chesapeake Asset Management’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
Q2 		– Sell
-10
Closed -$342 – 508
2025
Q1 		$342 Buy
+10
New +$379 ﹤0.01% 478
2024
Q4 		– Sell
-10
Closed -$416 – 564
2024
Q3 		$416 Sell
10
-1,890
-99% -$115K ﹤0.01% 398
2024
Q2 		$156K Sell
1,900
-1,900
-50% -$162K 0.15% 82
2024
Q1 		$384K Sell
3,800
-3,630
-49% -$266K 0.38% 58
2023
Q4 		$211K Sell
7,430
-4,440
-37% -$123K 0.19% 84
2023
Q3 		$325K Sell
11,870
-18,250
-61% -$509K 0.32% 74
2023
Q2 		$751K Buy
+30,120
New +$505K 0.68% 42

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Chesapeake Asset Management's SMCI Position: Q2 2025 in Review

Chesapeake Asset Management sold out of Super Micro Computer (SMCI) in Q2 2025, closing a stake of 10 shares — an estimated $342 sold.

Chesapeake Asset Management first reported a position in SMCI in Q2 2023 and held it in 7 quarters. The position peaked at $751K in Q2 2023. 833 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

  • Chesapeake Asset Management reported no remaining Super Micro Computer position as of Q2 2025 after selling out during the quarter.
  • Chesapeake Asset Management sold 10 Super Micro Computer shares in Q2 2025, an estimated $342.
  • Chesapeake Asset Management first reported a position in Super Micro Computer in Q2 2023 and held it in 7 quarters.
  • Chesapeake Asset Management's Super Micro Computer position peaked at $751K in Q2 2023.
  • 833 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Chesapeake Asset Management's 13F filing for Q2 2025, filed 15 Oct 2025.