Dark Forest 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
2024
Q4
Sell
-9,870
Closed -$411K 1260
2024
Q3
$411K Buy
9,870
+6,400
+184% +$266K 0.05% 473
2024
Q2
$284K Buy
+3,470
New +$284K 0.05% 457
2023
Q4
Sell
-76,150
Closed -$2.09M 1007
2023
Q3
$2.09M Buy
+76,150
New +$2.09M 0.16% 113
2022
Q4
Sell
-55,930
Closed -$308K 1455
2022
Q3
$308K Sell
55,930
-170,040
-75% -$936K 0.05% 326
2022
Q2
$912K Buy
225,970
+36,220
+19% +$146K 0.19% 128
2022
Q1
$722K Buy
+189,750
New +$722K 0.17% 171