TwinBeech Capital’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2M | Buy |
+514,661
| New | +$25.2M | 0.57% | 56 |
|
|
2024
Q4 | – | Sell |
-1,097,110
| Closed | -$45.7M | – | 906 |
|
|
2024
Q3 | $45.7M | Buy |
+1,097,110
| New | +$45.7M | 0.87% | 23 |
|
|
2023
Q2 | – | Sell |
-929,550
| Closed | -$9.9M | – | 835 |
|
|
2023
Q1 | $9.9M | Buy |
+929,550
| New | +$9.9M | 0.2% | 147 |
|
|
2022
Q4 | – | Sell |
-229,350
| Closed | -$1.26M | – | 922 |
|
|
2022
Q3 | $1.26M | Buy |
+229,350
| New | +$1.26M | 0.03% | 413 |
|