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SMCI - SUPER MICRO COMPUTER INC

This page shows which of the focused investors we track hold SMCI and how their positions changed, so you can see how much conviction the group has in the stock.

In Q1 2021 it was held by 3 managers with an aggregate reported value of $162.63M, which is 0.01% of the combined portfolio.

As of Q1 2021, 3 tracked institutional managers held SMCI (SUPER MICRO COMPUTER INC) with an aggregate reported value of $162.63M0.01% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2021
Ticker
SMCI

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Howard Marks - Oaktree Capital Management1.55%Reduce -14.1%2,850,000$111.32M
2Richard Pzena - Pzena Investment Management0.20%Add +24.8%1,243,831$48.58M
3Lee Ainslie - Maverick Capital0.03%Reduce -15.1%69,699$2.72M
Loading holder history for SMCI