Seaport Global Advisors’s Super Micro Computer SMCI Stock Holding History

Seaport Global 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
2024 Q3	$264K	Sell	6,340 -4,480	-41%	-$273K	0.83%	47
2024 Q2	$887K	Sell	10,820 -17,070	-61%	-$1.46M	3.18%	7
2024 Q1	$2.82M	Buy	27,890 +9,390	+51%	+$688K	5.72%	4
2023 Q4	$526K	Buy	18,500 +9,790	+112%	+$271K	1.26%	37
2023 Q3	$239K	Hold	8,710	–	–	0.72%	51
2023 Q2	$217K	Sell	8,710 -8,720	-50%	-$146K	0.64%	61
2023 Q1	$186K	Buy	+17,430	New	+$157K	0.59%	71

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Seaport Global Advisors's SMCI Position: Q3 2024 in Review

Seaport Global Advisors reduced its Super Micro Computer (SMCI) stake by 41% in Q3 2024, selling an estimated $273K and leaving 6,340 shares worth $264K. The position accounts for 0.83% of the portfolio, ranked #47.

Seaport Global Advisors first reported a position in SMCI in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.82M in Q1 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q3 2024.

Seaport Global Advisors held 6,340 shares of Super Micro Computer worth $264K as of Q3 2024.
Seaport Global Advisors sold 4,480 Super Micro Computer shares in Q3 2024, an estimated $273K.
Super Micro Computer made up 0.83% of Seaport Global Advisors's portfolio in Q3 2024, its #47 holding.
Seaport Global Advisors first reported a position in Super Micro Computer in Q1 2023 and has held it in 7 quarters since.
Seaport Global Advisors's Super Micro Computer position peaked at $2.82M in Q1 2024.
696 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2024.

Based on Seaport Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.