Mangrove Partners’s Super Micro Computer SMCI Stock Holding History

Mangrove 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	-3,448,080	Closed	-$36.7M	–	225
2023 Q1	$36.7M	Hold	3,448,080	–	–	2.41%	3
2022 Q4	$28.3M	Hold	3,448,080	–	–	1.6%	7
2022 Q3	$19M	Hold	3,448,080	–	–	1.1%	10
2022 Q2	$13.9M	Hold	3,448,080	–	–	0.68%	20
2022 Q1	$13.1M	Hold	3,448,080	–	–	0.71%	19
2021 Q4	$15.2M	Buy	3,448,080 +1,064,420	+45%	+$4.32M	0.9%	9
2021 Q3	$8.72M	Hold	2,383,660	–	–	0.78%	19
2021 Q2	$8.39M	Hold	2,383,660	–	–	0.86%	20
2021 Q1	$9.31M	Buy	+2,383,660	New	+$8.11M	0.94%	14
2020 Q4	–	Sell	-9,776,450	Closed	-$25.8M	–	121
2020 Q3	$25.8M	Buy	9,776,450 +450,000	+5%	+$1.23M	3.26%	7
2020 Q2	$26.5M	Sell	9,326,450 -3,943,410	-30%	-$9.93M	6.46%	4
2020 Q1	$28.2M	Buy	+13,269,860	New	+$33.7M	3.9%	4

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

Mangrove Partners's SMCI Position: Q2 2023 in Review

Mangrove Partners sold out of Super Micro Computer (SMCI) in Q2 2023, closing a stake of 3,448,080 shares — an estimated $36.7M sold.

Mangrove Partners first reported a position in SMCI in Q1 2020 and held it in 12 quarters. The position peaked at $36.7M in Q1 2023. 460 funds tracked by Wall St. Rank hold SMCI as of Q2 2023.

Mangrove Partners reported no remaining Super Micro Computer position as of Q2 2023 after selling out during the quarter.
Mangrove Partners sold 3,448,080 Super Micro Computer shares in Q2 2023, an estimated $36.7M.
Mangrove Partners first reported a position in Super Micro Computer in Q1 2020 and held it in 12 quarters.
Mangrove Partners's Super Micro Computer position peaked at $36.7M in Q1 2023.
460 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2023.

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