FengHe Fund 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
2023
Q4
Sell
-385,000
Closed -$10.6M 23
2023
Q3
$10.6M Sell
385,000
-1,367,000
-78% -$37.5M 2.51% 10
2023
Q2
$43.7M Buy
+1,752,000
New +$43.7M 8.63% 4