Geode Capital Management’s Super Micro Computer SMCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671M | Buy |
13,752,581
+364,411
| +3% | +$17.8M | 0.05% | 337 |
|
|
2025
Q1 | $457M | Buy |
13,388,170
+541,453
| +4% | +$18.5M | 0.04% | 416 |
|
|
2024
Q4 | $391M | Buy |
12,846,717
+11,580,677
| +915% | +$352M | 0.03% | 457 |
|
|
2024
Q3 | $530M | Buy |
1,266,040
+16,007
| +1% | +$6.7M | 0.04% | 359 |
|
|
2024
Q2 | $1.02B | Sell |
1,250,033
-296,939
| -19% | -$243M | 0.09% | 192 |
|
|
2024
Q1 | $1.56B | Buy |
1,546,972
+482,040
| +45% | +$486M | 0.14% | 125 |
|
|
2023
Q4 | $302M | Buy |
1,064,932
+59,054
| +6% | +$16.8M | 0.03% | 455 |
|
|
2023
Q3 | $276M | Buy |
1,005,878
+38,391
| +4% | +$10.5M | 0.03% | 445 |
|
|
2023
Q2 | $241M | Buy |
967,487
+69,731
| +8% | +$17.4M | 0.03% | 485 |
|
|
2023
Q1 | $95.7M | Buy |
897,756
+41,207
| +5% | +$4.39M | 0.01% | 772 |
|
|
2022
Q4 | $70.4M | Buy |
856,549
+33,604
| +4% | +$2.76M | 0.01% | 918 |
|
|
2022
Q3 | $45.3M | Buy |
822,945
+20,766
| +3% | +$1.14M | 0.01% | 1152 |
|
|
2022
Q2 | $32.4M | Sell |
802,179
-12,545
| -2% | -$506K | ﹤0.01% | 1422 |
|
|
2022
Q1 | $31M | Sell |
814,724
-2,522
| -0.3% | -$96K | ﹤0.01% | 1591 |
|
|
2021
Q4 | $35.9M | Buy |
817,246
+48,378
| +6% | +$2.13M | ﹤0.01% | 1561 |
|
|
2021
Q3 | $28.1M | Sell |
768,868
-2,083
| -0.3% | -$76.2K | ﹤0.01% | 1723 |
|
|
2021
Q2 | $27.1M | Buy |
770,951
+37,220
| +5% | +$1.31M | ﹤0.01% | 1767 |
|
|
2021
Q1 | $28.7M | Buy |
733,731
+52,704
| +8% | +$2.06M | ﹤0.01% | 1645 |
|
|
2020
Q4 | $21.6M | Buy |
681,027
+36,131
| +6% | +$1.14M | ﹤0.01% | 1676 |
|
|
2020
Q3 | $17M | Sell |
644,896
-5,946
| -0.9% | -$157K | ﹤0.01% | 1631 |
|
|
2020
Q2 | $18.5M | Buy |
650,842
+598,075
| +1,133% | +$17M | ﹤0.01% | 1570 |
|
|
2020
Q1 | $1.12M | Buy |
+52,767
| New | +$1.12M | ﹤0.01% | 2972 |
|
|
2018
Q3 | – | Sell |
-388,978
| Closed | -$9.2M | – | 4143 |
|
|
2018
Q2 | $9.2M | Buy |
388,978
+31,588
| +9% | +$747K | ﹤0.01% | 1935 |
|
|
2018
Q1 | $6.08M | Buy |
357,390
+7,111
| +2% | +$121K | ﹤0.01% | 2115 |
|
|
2017
Q4 | $7.33M | Buy |
350,279
+5,743
| +2% | +$120K | ﹤0.01% | 1965 |
|
|
2017
Q3 | $7.61M | Sell |
344,536
-77,352
| -18% | -$1.71M | ﹤0.01% | 1939 |
|
|
2017
Q2 | $10.4M | Sell |
421,888
-21,936
| -5% | -$541K | ﹤0.01% | 1637 |
|
|
2017
Q1 | $11.3M | Buy |
443,824
+12,637
| +3% | +$320K | ﹤0.01% | 1539 |
|
|
2016
Q4 | $12.1M | Buy |
431,187
+46,992
| +12% | +$1.32M | 0.01% | 1451 |
|
|
2016
Q3 | $8.98M | Buy |
384,195
+10,302
| +3% | +$241K | ﹤0.01% | 1568 |
|
|
2016
Q2 | $9.29M | Buy |
373,893
+9,842
| +3% | +$245K | 0.01% | 1487 |
|
|
2016
Q1 | $12.4K | Buy |
364,051
+12,290
| +3% | +$419 | 0.01% | 1239 |
|
|
2015
Q4 | $8.62M | Sell |
351,761
-44,603
| -11% | -$1.09M | ﹤0.01% | 1483 |
|
|
2015
Q3 | $10.8M | Buy |
396,364
+53,547
| +16% | +$1.46M | 0.01% | 1287 |
|
|
2015
Q2 | $10.1M | Buy |
342,817
+71,771
| +26% | +$2.12M | 0.01% | 1409 |
|
|
2015
Q1 | $9M | Buy |
271,046
+2,904
| +1% | +$96.4K | 0.01% | 1467 |
|
|
2014
Q4 | $9.35M | Sell |
268,142
-23,963
| -8% | -$836K | 0.01% | 1389 |
|
|
2014
Q3 | $8.59M | Buy |
292,105
+1,157
| +0.4% | +$34K | 0.01% | 1376 |
|
|
2014
Q2 | $7.35M | Sell |
290,948
-18,245
| -6% | -$461K | ﹤0.01% | 1532 |
|
|
2014
Q1 | $5.37M | Buy |
309,193
+91,533
| +42% | +$1.59M | ﹤0.01% | 1721 |
|
|
2013
Q4 | $3.74M | Buy |
217,660
+73,656
| +51% | +$1.26M | ﹤0.01% | 1919 |
|
|
2013
Q3 | $1.95M | Buy |
144,004
+15,626
| +12% | +$212K | ﹤0.01% | 2188 |
|
|
2013
Q2 | $1.37M | Buy |
+128,378
| New | +$1.37M | ﹤0.01% | 2276 |
|