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Telemark Asset Management’s Super Micro Computer SMCI Stock Holding History

Telemark Asset Management’s Portfolio SMCI Stock Details SMCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,000
Closed -$12.3M – 69
2024
Q2 		$12.3M Hold
15,000
– – 1.07% 35
2024
Q1 		$15.2M Buy
+15,000
New +$15.2M 1.57% 25