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Park West Asset Management’s Super Micro Computer SMCI Stock Holding History

Park West Asset Management’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
2021
Q1 		– Sell
-5,279,460
Closed -$16.7M – 186
2020
Q4 		$16.7M Sell
5,279,460
-5,117,050
-49% -$14.4M 0.35% 65
2020
Q3 		$27.4M Buy
10,396,510
+1,640,110
+19% +$4.48M 1.06% 36
2020
Q2 		$24.9M Sell
8,756,400
-9,364,690
-52% -$23.6M 1.23% 27
2020
Q1 		$38.6M Buy
+18,121,090
New +$46.1M 2.62% 13

Other funds holding SMCI

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Park West Asset Management's SMCI Position: Q1 2021 in Review

Park West Asset Management sold out of Super Micro Computer (SMCI) in Q1 2021, closing a stake of 5,279,460 shares — an estimated $16.7M sold.

Park West Asset Management first reported a position in SMCI in Q1 2020 and held it in 4 quarters. The position peaked at $38.6M in Q1 2020. 158 funds tracked by Wall St. Rank hold SMCI as of Q1 2021.

  • Park West Asset Management reported no remaining Super Micro Computer position as of Q1 2021 after selling out during the quarter.
  • Park West Asset Management sold 5,279,460 Super Micro Computer shares in Q1 2021, an estimated $16.7M.
  • Park West Asset Management first reported a position in Super Micro Computer in Q1 2020 and held it in 4 quarters.
  • Park West Asset Management's Super Micro Computer position peaked at $38.6M in Q1 2020.
  • 158 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2021.

Based on Park West Asset Management's 13F filing for Q1 2021, filed 17 May 2021.