CloudAlpha Capital Management’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 | $12.8M | Buy |
+260,760
| New | +$12.8M | 0.66% | 18 |
|
|
2024
Q2 | – | Sell |
-80,000
| Closed | -$8.08M | – | 44 |
|
|
2024
Q1 | $8.08M | Buy |
+80,000
| New | +$8.08M | 0.96% | 16 |
|
|
2023
Q4 | – | Sell |
-920,000
| Closed | -$25.2M | – | 50 |
|
|
2023
Q3 | $25.2M | Buy |
920,000
+60,000
| +7% | +$1.65M | 1.35% | 8 |
|
|
2023
Q2 | $21.4M | Buy |
+860,000
| New | +$21.4M | 1.81% | 11 |
|