WPW
SMCI icon

Warther Private Wealth’s Super Micro Computer SMCI Stock Holding History

Warther Private Wealth’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
Q1 		– Sell
-14,890
Closed -$454K – 88
2024
Q4 		$454K Sell
14,890
-116,600
-89% -$4.24M 0.15% 47
2024
Q3 		$5.48M Buy
131,490
+128,430
+4,197% +$7.82M 1.92% 20
2024
Q2 		$251K Buy
+3,060
New +$262K 0.1% 70

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Warther Private Wealth's SMCI Position: Q1 2025 in Review

Warther Private Wealth sold out of Super Micro Computer (SMCI) in Q1 2025, closing a stake of 14,890 shares — an estimated $454K sold.

Warther Private Wealth first reported a position in SMCI in Q2 2024 and held it in 3 quarters. The position peaked at $5.48M in Q3 2024. 761 funds tracked by Wall St. Rank hold SMCI as of Q1 2025.

  • Warther Private Wealth reported no remaining Super Micro Computer position as of Q1 2025 after selling out during the quarter.
  • Warther Private Wealth sold 14,890 Super Micro Computer shares in Q1 2025, an estimated $454K.
  • Warther Private Wealth first reported a position in Super Micro Computer in Q2 2024 and held it in 3 quarters.
  • Warther Private Wealth's Super Micro Computer position peaked at $5.48M in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2025.

Based on Warther Private Wealth's 13F filing for Q1 2025, filed 17 Apr 2025.