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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$264K Sell
6,340
-4,480
-41% -$187K 0.83% 47
2024
Q2
$887K Sell
10,820
-17,070
-61% -$1.4M 3.18% 7
2024
Q1
$2.82M Buy
27,890
+9,390
+51% +$948K 5.72% 4
2023
Q4
$526K Buy
18,500
+9,790
+112% +$278K 1.26% 37
2023
Q3
$239K Hold
8,710
0.72% 51
2023
Q2
$217K Sell
8,710
-8,720
-50% -$217K 0.64% 61
2023
Q1
$186K Buy
+17,430
New +$186K 0.59% 71