Cowbird Capital’s Super Micro Computer SMCI Stock Holding History

Cowbird Capital’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
2023 Q3	–	Sell	-929,130	Closed	-$23.2M	–	12
2023 Q2	$23.2M	Buy	+929,130	New	+$15.6M	9.59%	8

Other funds holding SMCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

DGI

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cowbird Capital's SMCI Position: Q3 2023 in Review

Cowbird Capital sold out of Super Micro Computer (SMCI) in Q3 2023, closing a stake of 929,130 shares — an estimated $23.2M sold.

Cowbird Capital first reported a position in SMCI in Q2 2023 and held it in 1 quarter. The position peaked at $23.2M in Q2 2023. 558 funds tracked by Wall St. Rank hold SMCI as of Q3 2023.

Cowbird Capital reported no remaining Super Micro Computer position as of Q3 2023 after selling out during the quarter.
Cowbird Capital sold 929,130 Super Micro Computer shares in Q3 2023, an estimated $23.2M.
Cowbird Capital first reported a position in Super Micro Computer in Q2 2023 and held it in 1 quarter.
Cowbird Capital's Super Micro Computer position peaked at $23.2M in Q2 2023.
558 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2023.

Based on Cowbird Capital's 13F filing for Q3 2023, filed 14 Nov 2023.