DGI
Disciplined Growth Investors’s Super Micro Computer SMCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477M | Buy |
9,730,773
+1,381,046
| +17% | +$67.7M | 9.12% | 1 |
|
|
2025
Q1 | $286M | Buy |
8,349,727
+958,911
| +13% | +$32.8M | 5.92% | 3 |
|
|
2024
Q4 | $225M | Buy |
7,390,816
+6,347,347
| +608% | +$193M | 4.28% | 6 |
|
|
2024
Q3 | $435M | Buy |
1,043,469
+31,064
| +3% | +$12.9M | 8.22% | 1 |
|
|
2024
Q2 | $830M | Sell |
1,012,405
-7,027
| -0.7% | -$5.76M | 15.62% | 1 |
|
|
2024
Q1 | $1.03B | Sell |
1,019,432
-1,705,848
| -63% | -$1.72B | 18.78% | 1 |
|
|
2023
Q4 | $775M | Sell |
2,725,280
-105,979
| -4% | -$30.1M | 16.91% | 1 |
|
|
2023
Q3 | $776M | Sell |
2,831,259
-124,262
| -4% | -$34.1M | 18.47% | 1 |
|
|
2023
Q2 | $737M | Sell |
2,955,521
-1,011,359
| -25% | -$252M | 16.63% | 1 |
|
|
2023
Q1 | $423M | Sell |
3,966,880
-543,991
| -12% | -$58M | 10.85% | 1 |
|
|
2022
Q4 | $370M | Sell |
4,510,871
-37,766
| -0.8% | -$3.1M | 9.49% | 1 |
|
|
2022
Q3 | $250M | Sell |
4,548,637
-3,568
| -0.1% | -$196K | 6.96% | 1 |
|
|
2022
Q2 | $184M | Buy |
4,552,205
+40,113
| +0.9% | +$1.62M | 4.94% | 1 |
|
|
2022
Q1 | $172M | Buy |
4,512,092
+77,339
| +2% | +$2.94M | 3.73% | 6 |
|
|
2021
Q4 | $195M | Sell |
4,434,753
-26,407
| -0.6% | -$1.16M | 3.92% | 4 |
|
|
2021
Q3 | $163M | Buy |
4,461,160
+2,233
| +0.1% | +$81.7K | 3.23% | 8 |
|
|
2021
Q2 | $157M | Buy |
4,458,927
+813,015
| +22% | +$28.6M | 3% | 9 |
|
|
2021
Q1 | $142M | Buy |
3,645,912
+27,719
| +0.8% | +$1.08M | 2.89% | 11 |
|
|
2020
Q4 | $115M | Sell |
3,618,193
-119,159
| -3% | -$3.77M | 2.21% | 17 |
|
|
2020
Q3 | $98.7M | Sell |
3,737,352
-83,720
| -2% | -$2.21M | 2.31% | 15 |
|
|
2020
Q2 | $108M | Sell |
3,821,072
-1,167,097
| -23% | -$33.1M | 2.63% | 14 |
|
|
2020
Q1 | $106M | Sell |
4,988,169
-106,870
| -2% | -$2.27M | 2.42% | 16 |
|
|
2019
Q4 | $122M | Buy |
5,095,039
+106,885
| +2% | +$2.57M | 2.02% | 21 |
|
|
2019
Q3 | $95.8M | Buy |
4,988,154
+56,851
| +1% | +$1.09M | 1.77% | 24 |
|
|
2019
Q2 | $95.4M | Buy |
4,931,303
+1,025,702
| +26% | +$19.8M | 1.78% | 22 |
|
|
2019
Q1 | $82.5M | Buy |
3,905,601
+182,353
| +5% | +$3.85M | 1.45% | 26 |
|
|
2018
Q4 | $51.4M | Sell |
3,723,248
-60,528
| -2% | -$835K | 1.06% | 33 |
|
|
2018
Q3 | $78M | Buy |
3,783,776
+273,371
| +8% | +$5.63M | 1.31% | 28 |
|
|
2018
Q2 | $83M | Buy |
3,510,405
+1,192,788
| +51% | +$28.2M | 1.53% | 26 |
|
|
2018
Q1 | $39.4M | Sell |
2,317,617
-31,851
| -1% | -$541K | 0.77% | 45 |
|
|
2017
Q4 | $49.2M | Buy |
2,349,468
+17,913
| +0.8% | +$375K | 0.97% | 37 |
|
|
2017
Q3 | $51.5M | Sell |
2,331,555
-44,950
| -2% | -$993K | 1.08% | 36 |
|
|
2017
Q2 | $58.6M | Buy |
2,376,505
+4,370
| +0.2% | +$108K | 1.22% | 35 |
|
|
2017
Q1 | $60.1M | Sell |
2,372,135
-4,165
| -0.2% | -$106K | 1.34% | 31 |
|
|
2016
Q4 | $66.7M | Buy |
2,376,300
+50,825
| +2% | +$1.43M | 1.52% | 27 |
|
|
2016
Q3 | $54.3M | Sell |
2,325,475
-16,475
| -0.7% | -$385K | 1.29% | 31 |
|
|
2016
Q2 | $58.2M | Buy |
2,341,950
+32,100
| +1% | +$798K | 1.46% | 26 |
|
|
2016
Q1 | $78.7M | Sell |
2,309,850
-64,875
| -3% | -$2.21M | 2% | 18 |
|
|
2015
Q4 | $58.2M | Sell |
2,374,725
-10,075
| -0.4% | -$247K | 1.47% | 27 |
|
|
2015
Q3 | $65M | Buy |
2,384,800
+789,975
| +50% | +$21.5M | 1.67% | 22 |
|
|
2015
Q2 | $47.2M | Buy |
1,594,825
+1,351,050
| +554% | +$40M | 1.14% | 31 |
|
|
2015
Q1 | $8.1M | Buy |
243,775
+8,500
| +4% | +$282K | 0.19% | 67 |
|
|
2014
Q4 | $8.21M | Sell |
235,275
-19,125
| -8% | -$667K | 0.19% | 69 |
|
|
2014
Q3 | $7.48M | Sell |
254,400
-2,375
| -0.9% | -$69.9K | 0.19% | 65 |
|
|
2014
Q2 | $6.49M | Sell |
256,775
-36,575
| -12% | -$924K | 0.17% | 68 |
|
|
2014
Q1 | $5.1M | Sell |
293,350
-6,750
| -2% | -$117K | 0.13% | 70 |
|
|
2013
Q4 | $5.15M | Sell |
300,100
-13,600
| -4% | -$233K | 0.13% | 70 |
|
|
2013
Q3 | $4.25M | Buy |
313,700
+3,850
| +1% | +$52.1K | 0.12% | 73 |
|
|
2013
Q2 | $3.3M | Buy |
+309,850
| New | +$3.3M | 0.11% | 74 |
|