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Gruber & McBaine Capital Management’s Super Micro Computer SMCI Stock Holding History

Gruber & McBaine Capital 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
2015
Q2 		$7.39M Buy
2,500,000
+400,000
+19% +$1.32M 2% 5
2015
Q1 		$6.97M Buy
2,100,000
+200,000
+11% +$736K 1.86% 5
2014
Q4 		$6.63M Buy
1,900,000
+600,000
+46% +$1.87M 1.83% 5
2014
Q3 		$3.83M Buy
1,300,000
+250,000
+24% +$648K 1.08% 19
2014
Q2 		$2.65M Buy
+1,050,000
New +$2.17M 0.71% 40

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gruber & McBaine Capital Management's SMCI Position: Q2 2015 in Review

Gruber & McBaine Capital Management increased its Super Micro Computer (SMCI) stake by 19% in Q2 2015, buying an estimated $1.32M and bringing the position to 2,500,000 shares worth $7.39M. The position accounts for 2% of the portfolio, ranked #5.

Gruber & McBaine Capital Management first reported a position in SMCI in Q2 2014 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold SMCI as of Q2 2015.

  • Gruber & McBaine Capital Management held 2,500,000 shares of Super Micro Computer worth $7.39M as of Q2 2015.
  • Gruber & McBaine Capital Management bought 400,000 Super Micro Computer shares in Q2 2015, an estimated $1.32M.
  • Super Micro Computer made up 2% of Gruber & McBaine Capital Management's portfolio in Q2 2015, its #5 holding.
  • Gruber & McBaine Capital Management first reported a position in Super Micro Computer in Q2 2014 and has held it in 5 quarters since.
  • 208 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2015.

Based on Gruber & McBaine Capital Management's 13F filing for Q2 2015, filed 13 Aug 2015.