Hood River Capital Management’s Super Micro Computer SMCI Stock Holding History

Hood River 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
2024 Q2	–	Sell	-351,150	Closed	-$35.5M	–	167
2024 Q1	$35.5M	Buy	+351,150	New	+$25.7M	0.79%	52
2018 Q4	–	Sell	-13,255,780	Closed	-$27.3M	–	111
2018 Q3	$27.3M	Buy	+13,255,780	New	+$29.2M	1.21%	32
2015 Q4	–	Sell	-4,458,050	Closed	-$12.2M	–	104
2015 Q3	$12.2M	Buy	4,458,050 +1,042,090	+31%	+$2.77M	1.68%	19
2015 Q2	$10.1M	Buy	+3,415,960	New	+$11.2M	1.24%	35
2015 Q1	–	Sell	-3,160,760	Closed	-$11M	–	87
2014 Q4	$11M	Sell	3,160,760 -767,390	-20%	-$2.4M	1.4%	22
2014 Q3	$11.6M	Buy	+3,928,150	New	+$10.2M	1.6%	18

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Hood River Capital Management's SMCI Position: Q2 2024 in Review

Hood River Capital Management sold out of Super Micro Computer (SMCI) in Q2 2024, closing a stake of 351,150 shares — an estimated $35.5M sold.

Hood River Capital Management first reported a position in SMCI in Q3 2014 and held it in 6 quarters. The position peaked at $35.5M in Q1 2024. 1,005 funds tracked by Wall St. Rank hold SMCI as of Q2 2024.

Hood River Capital Management reported no remaining Super Micro Computer position as of Q2 2024 after selling out during the quarter.
Hood River Capital Management sold 351,150 Super Micro Computer shares in Q2 2024, an estimated $35.5M.
Hood River Capital Management first reported a position in Super Micro Computer in Q3 2014 and held it in 6 quarters.
Hood River Capital Management's Super Micro Computer position peaked at $35.5M in Q1 2024.
1,005 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2024.

Based on Hood River Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.