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Teilinger Capital’s Super Micro Computer SMCI Stock Holding History

Teilinger Capital’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
Q2 		– Sell
-1,951,700
Closed -$66.8M – 18
2025
Q1 		$66.8M Buy
1,951,700
+1,858,500
+1,994% +$70.5M 3.3% 8
2024
Q4 		$2.84M Sell
93,200
-6,740,800
-99% -$245M 0.5% 16
2024
Q3 		$28.5M Buy
+6,834,000
New +$416M 10.23% 4

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Teilinger Capital's SMCI Position: Q4 2024 in Review

Teilinger Capital sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 1,500,000 shares — an estimated $54.5M sold.

Teilinger Capital first reported a position in SMCI in Q3 2024 and held it in 1 quarter. The position peaked at $6.25M in Q3 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Teilinger Capital reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Teilinger Capital sold 1,500,000 Super Micro Computer shares in Q4 2024, an estimated $54.5M.
  • Teilinger Capital first reported a position in Super Micro Computer in Q3 2024 and held it in 1 quarter.
  • Teilinger Capital's Super Micro Computer position peaked at $6.25M in Q3 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Teilinger Capital's 13F filing for Q4 2024, filed 5 Feb 2025.