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Kula Investments’s Super Micro Computer SMCI Stock Holding History

Kula Investments’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
2023
Q1 		$916K Buy
85,940
+34,520
+67% +$311K 0.23% 148
2022
Q4 		$422K Buy
+51,420
New +$391K 0.12% 266

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kula Investments's SMCI Position: Q1 2023 in Review

Kula Investments increased its Super Micro Computer (SMCI) stake by 67% in Q1 2023, buying an estimated $311K and bringing the position to 85,940 shares worth $916K. The position accounts for 0.23% of the portfolio, ranked #148.

Kula Investments first reported a position in SMCI in Q4 2022 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold SMCI as of Q1 2023.

  • Kula Investments held 85,940 shares of Super Micro Computer worth $916K as of Q1 2023.
  • Kula Investments bought 34,520 Super Micro Computer shares in Q1 2023, an estimated $311K.
  • Super Micro Computer made up 0.23% of Kula Investments's portfolio in Q1 2023, its #148 holding.
  • Kula Investments first reported a position in Super Micro Computer in Q4 2022 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.