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G2 Investment Partners Management’s Super Micro Computer SMCI Stock Holding History

G2 Investment Partners Management’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
2025
Q1 		– Sell
-42,916
Closed -$1.31M – 70
2024
Q4 		$1.31M Sell
42,916
-64,844
-60% -$2.36M 0.34% 56
2024
Q3 		$4.49M Sell
107,760
-83,590
-44% -$5.09M 1.27% 34
2024
Q2 		$15.7M Buy
191,350
+75,660
+65% +$6.47M 4.06% 3
2024
Q1 		$11.7M Sell
115,690
-317,790
-73% -$23.3M 3.09% 6
2023
Q4 		$12.3M Buy
433,480
+143,480
+49% +$3.98M 3.61% 2
2023
Q3 		$7.95M Sell
290,000
-290,000
-50% -$8.09M 1.94% 20
2023
Q2 		$14.5M Buy
580,000
+117,800
+25% +$1.97M 3.5% 4
2023
Q1 		$4.92M Sell
462,200
-1,313,570
-74% -$11.9M 1.38% 28
2022
Q4 		$14.6M Sell
1,775,770
-553,550
-24% -$4.21M 4.32% 6
2022
Q3 		$12.8M Buy
2,329,320
+131,320
+6% +$748K 3.99% 4
2022
Q2 		$8.87M Buy
+2,198,000
New +$10M 2.82% 12
2015
Q2 		– Sell
-1,137,690
Closed -$3.78M – 76
2015
Q1 		$3.78M Buy
+1,137,690
New +$4.19M 1.45% 17

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

G2 Investment Partners Management's SMCI Position: Q1 2025 in Review

G2 Investment Partners Management sold out of Super Micro Computer (SMCI) in Q1 2025, closing a stake of 42,916 shares — an estimated $1.31M sold.

G2 Investment Partners Management first reported a position in SMCI in Q1 2015 and held it in 12 quarters. The position peaked at $15.7M in Q2 2024. 760 funds tracked by Wall St. Rank hold SMCI as of Q1 2025.

  • G2 Investment Partners Management reported no remaining Super Micro Computer position as of Q1 2025 after selling out during the quarter.
  • G2 Investment Partners Management sold 42,916 Super Micro Computer shares in Q1 2025, an estimated $1.31M.
  • G2 Investment Partners Management first reported a position in Super Micro Computer in Q1 2015 and held it in 12 quarters.
  • G2 Investment Partners Management's Super Micro Computer position peaked at $15.7M in Q2 2024.
  • 760 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2025.

Based on G2 Investment Partners Management's 13F filing for Q1 2025, filed 15 May 2025.