Granahan Investment Management’s Super Micro Computer SMCI Stock Holding History

Granahan Investment 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
2024 Q4	–	Sell	-7,290	Closed	-$304K	–	203
2024 Q3	$304K	Buy	+7,290	New	+$444K	0.01%	180
2024 Q1	–	Sell	-151,830	Closed	-$4.32M	–	197
2023 Q4	$4.32M	Sell	151,830 -125,050	-45%	-$3.47M	0.14%	142
2023 Q3	$7.59M	Buy	276,880 +75,250	+37%	+$2.1M	0.27%	103
2023 Q2	$5.03M	Buy	+201,630	New	+$3.38M	0.15%	131
2018 Q3	–	Sell	-2,352,040	Closed	-$5.56M	–	210
2018 Q2	$5.56M	Buy	2,352,040 +109,260	+5%	+$239K	0.34%	94
2018 Q1	$3.81M	Buy	2,242,780 +294,480	+15%	+$590K	0.28%	107
2017 Q4	$4.08M	Buy	1,948,300 +41,790	+2%	+$89.8K	0.32%	100
2017 Q3	$4.21M	Buy	1,906,510 +14,110	+0.7%	+$36.1K	0.35%	97
2017 Q2	$4.67M	Sell	1,892,400 -181,470	-9%	-$444K	0.43%	86
2017 Q1	$5.26M	Sell	2,073,870 -6,378,890	-75%	-$16.9M	0.53%	70
2016 Q4	$23.7M	Sell	8,452,760 -268,000	-3%	-$675K	0.81%	38
2016 Q3	$20.4M	Sell	8,720,760 -1,231,020	-12%	-$2.74M	0.67%	55
2016 Q2	$24.7M	Sell	9,951,780 -3,964,400	-28%	-$10.9M	0.9%	31
2016 Q1	$47.4M	Sell	13,916,180 -862,600	-6%	-$2.58M	1.72%	5
2015 Q4	$36.2M	Sell	14,778,780 -1,243,650	-8%	-$3.25M	1.25%	10
2015 Q3	$43.7M	Buy	16,022,430 +1,687,000	+12%	+$4.49M	1.35%	8
2015 Q2	$42.4M	Buy	14,335,430 +1,449,200	+11%	+$4.77M	1.2%	13
2015 Q1	$42.8M	Sell	12,886,230 -760,180	-6%	-$2.8M	1.22%	10
2014 Q4	$47.6M	Sell	13,646,410 -2,719,240	-17%	-$8.49M	1.39%	9
2014 Q3	$48.1M	Sell	16,365,650 -1,092,920	-6%	-$2.83M	1.49%	6
2014 Q2	$44.1M	Sell	17,458,570 -309,300	-2%	-$640K	1.29%	15
2014 Q1	$30.9M	Sell	17,767,870 -1,277,700	-7%	-$2.5M	0.83%	37
2013 Q4	$32.7M	Buy	19,045,570 +660,160	+4%	+$997K	0.84%	38
2013 Q3	$24.9M	Buy	18,385,410 +1,833,400	+11%	+$2.31M	0.66%	56
2013 Q2	$17.6M	Buy	+16,552,010	New	+$17.1M	0.51%	82