Super Micro Computer, Inc. (SMCI): A Bear Case Theory
We came across a bearish thesis on Super Micro Computer, Inc. (SMCI) on Chit Chat Stocks’ Substack by Chit Chat Stocks. In this article we will summarize the bulls’ thesis on SMCI.
Super Micro Computer Inc. (SMCI)
Market is closed
Sector: Electronic Computers
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 17,515,000 | $1,435,091,525 | +10% | 0.29% | |
| 2. | 15,818,000 | $1,296,047,830 | -2% | 0.26% | |
| 3. | Millennium Management Israel Englander | 6,219,170 | $509,567,694 | +807% | 0.23% |
| 4. | 3,309,000 | $271,122,915 | -13% | 0.25% | |
| 5. | 3,056,000 | $250,393,360 | +103% | 0.23% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $568.00 | 2,000 | Director | 42,917 | 2024-02-01 | Filing | |
| $261.86 | 2,000 | Director | 40,917 | 2023-08-11 | Filing | |
| $269.28 | 2,000 | Director | 38,917 | 2023-08-11 | Filing | |
| $133.88 | 3,000 | Director | 33,000 | 2023-05-11 | Filing | |
| $133.09 | 1,000 | Director | 30,000 | 2023-05-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $802.00 | 300 | Director | 18,887 | 2024-06-03 | Filing | |
| $839.17 | 500 | Director | 27,813 | 2024-05-30 | Filing | |
| $777.36 | 300 | Director | 19,187 | 2024-05-01 | Filing | |
| $894.17 | 30 | Large Shareholder, Director | 3,459 | 2024-04-29 | Filing | |
| $892.50 | 16 | Large Shareholder, Director | 3,489 | 2024-04-29 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 63,817,490 | $1,814,075,971 | 0.04% | |
| 2. | 49,290,650 | $1,401,136,017 | 0.03% | |
| 3. | 27,252,800 | $774,688,093 | 16.91% | |
| 4. | 20,420,000 | $580,458,920 | 0.11% | |
| 5. | 18,430,550 | $523,906,814 | 0.02% |
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