Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Super Micro Computer, Inc. (SMCI)
← All SMCI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 180,700 0.01 Add 120.93% <0.01 $19.48–34.94 · VW $28.56i $4,114,539 SEC
2025   Q4 81,791 <0.01 Reduce 84.03% 0.09 $29.02–58.78 · VW $42.82i $2,394,023 SEC
2025   Q3 511,998 0.11 Add 396.52% 0.09 $39.56–62.36 · VW $50.16i $24,545,184 SEC
2025   Q2 103,117 0.03 Add 27.38% <0.01 $27.60–50.55 · VW $39.11i $5,053,764 SEC
2025   Q1 80,950 0.02 Add 109.12% 0.01 $25.71–66.44 · VW $40.25i $2,771,728 SEC
2024   Q4 38,709 0.01 Reduce 66.62% 0.03 $17.25–50.61 · VW $33.29i $1,179,850 SEC
2024   Q3 115,950 0.05 Add 6.20% <0.01 $37.30–96.33 · VW $55.57i $4,828,158 SEC
2024   Q2 109,180 0.12 Add 51.79% 0.04 $67.10–106.90 · VW $84.79i $8,945,663 SEC
2024   Q1 71,930 0.11 Reduce 75.03% 0.11 $27.59–122.90 · VW $79.33i $7,265,146 SEC
2023   Q4 288,090 0.15 Reduce 11.29% 0.02 $22.66–32.76 · VW $27.21i $8,189,246 SEC
2023   Q3 324,750 0.18 Reduce 17.10% 0.04 $22.83–35.70 · VW $28.66i $8,905,295 SEC
2023   Q2 391,740 0.21 Reduce 20.57% 0.03 $9.32–27.02 · VW $19.54i $9,764,120 SEC
2023   Q1 493,180 0.13 Add 485.72% 0.11 $6.90–11.84 · VW $9.12i $5,254,833 SEC
2022   Q4 84,200 0.02 Buy 0.02 $5.03–9.52 · VW $8.06i $691,282 SEC
2016   Q3 0 0.00 Sell 100.00% <0.01 $1.86–2.66 · VW $2.20i SEC
2016   Q2 179,720 <0.01 Reduce 84.40% 0.04 $2.34–3.47 · VW $2.69i $447,000 SEC
2016   Q1 1,152,410 0.04 Buy 0.04 $2.13–3.45 · VW $2.99i $3,927,000 SEC
2014   Q1 0 0.00 Sell 100.00% 0.08 $1.63–2.35 · VW $2.00i SEC
2013   Q4 1,909,870 0.08 Buy 0.08 $1.28–1.72 · VW $1.53i $3,277,000 SEC
Price snapshot:
Current price$27.66
Avg. buy price$33.23
+/- since buy-16.77%
52-week low$19.48
52-week high$62.36