Twin Tree Management’s Super Micro Computer SMCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Buy |
303,409
+30,999
| +11% | +$1.52M | 0.03% | 85 |
|
|
2025
Q1 | $9.33M | Sell |
272,410
-593,193
| -69% | -$20.3M | 0.02% | 148 |
|
|
2024
Q4 | $26.4M | Buy |
865,603
+767,161
| +779% | +$23.4M | 0.05% | 43 |
|
|
2024
Q3 | $41M | Buy |
98,442
+70,686
| +255% | +$29.4M | 0.08% | 22 |
|
|
2024
Q2 | $22.7M | Sell |
27,756
-67,193
| -71% | -$55.1M | 0.05% | 43 |
|
|
2024
Q1 | $95.9M | Buy |
94,949
+52,837
| +125% | +$53.4M | 0.21% | 2 |
|
|
2023
Q4 | $12M | Buy |
+42,112
| New | +$12M | 0.02% | 156 |
|
|
2023
Q3 | – | Sell |
-113,744
| Closed | -$28.4M | – | 713 |
|
|
2023
Q2 | $28.4M | Buy |
113,744
+4,374
| +4% | +$1.09M | 0.04% | 43 |
|
|
2023
Q1 | $11.7M | Buy |
+109,370
| New | +$11.7M | 0.02% | 99 |
|