Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Super Micro Computer SMCI Stock Holding History

Jacobs Levy Equity 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
-21,750
Closed -$906K – 1034
2024
Q3 		$906K Buy
+21,750
New +$1.32M ﹤0.01% 741
2024
Q2 		– Sell
-32,620
Closed -$3.29M – 1037
2024
Q1 		$3.29M Buy
+32,620
New +$2.39M 0.01% 501
2022
Q3 		– Sell
-199,830
Closed -$806K – 1157
2022
Q2 		$806K Sell
199,830
-2,990,870
-94% -$13.6M 0.01% 791
2022
Q1 		$12.1M Sell
3,190,700
-470,220
-13% -$1.95M 0.08% 258
2021
Q4 		$16.1M Sell
3,660,920
-203,250
-5% -$824K 0.11% 220
2021
Q3 		$14.1M Sell
3,864,170
-54,570
-1% -$198K 0.1% 239
2021
Q2 		$13.8M Sell
3,918,740
-441,810
-10% -$1.62M 0.09% 239
2021
Q1 		$17M Sell
4,360,550
-44,340
-1% -$151K 0.13% 198
2020
Q4 		$13.9M Buy
4,404,890
+261,110
+6% +$736K 0.12% 198
2020
Q3 		$10.9M Sell
4,143,780
-1,380,140
-25% -$3.77M 0.11% 199
2020
Q2 		$15.7M Buy
5,523,920
+1,782,670
+48% +$4.49M 0.17% 149
2020
Q1 		$7.96M Buy
+3,741,250
New +$9.5M 0.1% 216
2018
Q3 		– Sell
-4,517,910
Closed -$10.7M – 1067
2018
Q2 		$10.7M Buy
4,517,910
+262,100
+6% +$573K 0.17% 173
2018
Q1 		$7.24M Buy
4,255,810
+2,248,920
+112% +$4.51M 0.12% 221
2017
Q4 		$4.2M Buy
2,006,890
+20,000
+1% +$43K 0.07% 308
2017
Q3 		$4.39M Sell
1,986,890
-57,300
-3% -$147K 0.09% 271
2017
Q2 		$5.04M Buy
2,044,190
+93,000
+5% +$227K 0.11% 234
2017
Q1 		$4.95M Buy
1,951,190
+767,990
+65% +$2.04M 0.1% 257
2016
Q4 		$3.32M Sell
1,183,200
-129,000
-10% -$325K 0.06% 318
2016
Q3 		$3.07M Buy
+1,312,200
New +$2.92M 0.05% 342
2014
Q3 		– Sell
-1,357,110
Closed -$3.43M – 903
2014
Q2 		$3.43M Sell
1,357,110
-42,640
-3% -$88.3K 0.06% 327
2014
Q1 		$2.43M Buy
1,399,750
+720,000
+106% +$1.41M 0.04% 370
2013
Q4 		$1.17M Sell
679,750
-222,550
-25% -$336K 0.02% 532
2013
Q3 		$1.22M Sell
902,300
-41,000
-4% -$51.7K 0.02% 491
2013
Q2 		$1M Buy
+943,300
New +$975K 0.02% 570

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Marex Group
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Disciplined Growth Investors
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jacobs Levy Equity Management's SMCI Position: Q4 2024 in Review

Jacobs Levy Equity Management sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 21,750 shares — an estimated $906K sold.

Jacobs Levy Equity Management first reported a position in SMCI in Q2 2013 and held it in 25 quarters. The position peaked at $17M in Q1 2021. 702 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Jacobs Levy Equity Management reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 21,750 Super Micro Computer shares in Q4 2024, an estimated $906K.
  • Jacobs Levy Equity Management first reported a position in Super Micro Computer in Q2 2013 and held it in 25 quarters.
  • Jacobs Levy Equity Management's Super Micro Computer position peaked at $17M in Q1 2021.
  • 702 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2024, filed 14 Feb 2025.