Madison Avenue Partners’s Super Micro Computer SMCI Stock Holding History

Madison Avenue Partners’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 Q2	–	Sell	-2,297,020	Closed	-$24.5M	–	21
2023 Q1	$24.5M	Sell	2,297,020 -6,850,090	-75%	-$61.8M	5.26%	7
2022 Q4	$75.1M	Hold	9,147,110	–	–	13.3%	3
2022 Q3	$50.4M	Hold	9,147,110	–	–	10.81%	4
2022 Q2	$36.9M	Sell	9,147,110 -3,694,730	-29%	-$16.9M	7.55%	5
2022 Q1	$48.9M	Sell	12,841,840 -927,250	-7%	-$3.84M	9.13%	3
2021 Q4	$60.5M	Sell	13,769,090 -2,873,050	-17%	-$11.6M	13.1%	3
2021 Q3	$60.9M	Sell	16,642,140 -1,605,260	-9%	-$5.82M	13.49%	3
2021 Q2	$64.2M	Sell	18,247,400 -1,964,970	-10%	-$7.23M	19.17%	2
2021 Q1	$79M	Buy	20,212,370 +170,510	+0.9%	+$580K	24.19%	1
2020 Q4	$63.5M	Sell	20,041,860 -1,184,810	-6%	-$3.34M	23.08%	1
2020 Q3	$56M	Hold	21,226,670	–	–	20.1%	1
2020 Q2	$60.3M	Hold	21,226,670	–	–	23.76%	1
2020 Q1	$45.2M	Buy	+21,226,670	New	+$53.9M	22.4%	1

Other funds holding SMCI

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

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

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

Madison Avenue Partners's SMCI Position: Q2 2023 in Review

Madison Avenue Partners sold out of Super Micro Computer (SMCI) in Q2 2023, closing a stake of 2,297,020 shares — an estimated $24.5M sold.

Madison Avenue Partners first reported a position in SMCI in Q1 2020 and held it in 13 quarters. The position peaked at $79M in Q1 2021. 460 funds tracked by Wall St. Rank hold SMCI as of Q2 2023.

Madison Avenue Partners reported no remaining Super Micro Computer position as of Q2 2023 after selling out during the quarter.
Madison Avenue Partners sold 2,297,020 Super Micro Computer shares in Q2 2023, an estimated $24.5M.
Madison Avenue Partners first reported a position in Super Micro Computer in Q1 2020 and held it in 13 quarters.
Madison Avenue Partners's Super Micro Computer position peaked at $79M in Q1 2021.
460 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2023.

Based on Madison Avenue Partners's 13F filing for Q2 2023, filed 14 Aug 2023.