Twin Tree Management’s Super Micro Computer SMCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.9M Buy
2025
Q1
$9.33M Sell
2024
Q4
$26.4M Sell
2024
Q3
$41M Buy
2024
Q2
$22.7M Sell
2024
Q1
$95.9M Buy
2023
Q4
$12M Buy
2023
Q3
Sell
2023
Q2
$28.4M Buy
2023
Q1
$11.7M Buy