Knightsbridge Asset Management’s Super Micro Computer SMCI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-57,410
Closed -$4.7M 123
2024
Q2
$4.7M Sell
57,410
-164,260
-74% -$13.5M 1.17% 33
2024
Q1
$6.3M Hold
221,670
1.78% 19
2023
Q4
$6.3M Sell
221,670
-1,900
-0.8% -$54K 1.78% 19
2023
Q3
$6.13M Sell
223,570
-20,950
-9% -$575K 1.93% 17
2023
Q2
$6.09M Sell
244,520
-1,820,980
-88% -$45.4M 1.96% 17
2023
Q1
$22M Buy
2,065,500
+552,500
+37% +$5.89M 3.76% 3
2022
Q4
$12.4M Buy
+1,513,000
New +$12.4M 2.35% 11