PIA
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Perennial Investment Advisors’s Super Micro Computer SMCI Stock Holding History

Perennial Investment Advisors’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
2025
Q4 		– Sell
-8,150
Closed -$391K – 530
2025
Q3 		$391K Sell
8,150
-1,547
-16% -$73.9K 0.03% 307
2025
Q2 		$475K Buy
9,697
+2,096
+28% +$80.8K 0.05% 266
2025
Q1 		$260K Buy
7,601
+634
+9% +$24.1K 0.03% 346
2024
Q4 		$212K Sell
6,967
-6,653
-49% -$242K 0.03% 370
2024
Q3 		$567K Sell
13,620
-6,050
-31% -$368K 0.07% 197
2024
Q2 		$1.61M Buy
19,670
+12,000
+156% +$1.03M 0.23% 78
2024
Q1 		$775K Buy
+7,670
New +$562K 0.12% 146
2023
Q4 		– Sell
-6,300
Closed -$173K – 374
2023
Q3 		$173K Buy
+6,300
New +$176K 0.03% 322

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return