MCM

Mainstay Capital Management’s Super Micro Computer SMCI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$318K	Buy	+6,480	New	+$318K	0.02%	123
2024 Q4	–	Sell	-817	Closed	-$340K	–	115
2024 Q3	$340K	Buy	817 +200	+32%	+$83.3K	0.06%	77
2024 Q2	$506K	Buy	+617	New	+$506K	0.09%	66