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Coatue Management's Super Micro Computer, Inc. (SMCI) position

Not anymore: Coatue Management fully exited SMCI in Q2 2025. The position peaked at $304M in Q1 2025.
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Value at exit
$304M
Shares at exit
8.9M
Est. average buy price (i)
$36.35
est. since Q4 2024
Quarter-end price
$34.24

Estimated trade prices

Average price in quarters with purchases
$60.86

SMCI price vs Management's position

1Y 3Y 5Y MAX
Dates
$3$50$100$15020222023202420252026New position of 24K shares · Q3 2024. Average closing price $60.86 · Price range $38.65–$91.0024Ksharespurchased
Average closing price · filing quarter
$60.86
Price range · filing quarter
$38.65 – $91.00
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q2 2025 Exited −8.9M −$342M −100.0% 0 Aug 14, 2025
Q1 2025 Unchanged – – – 8.9M May 15, 2025
Q4 2024 First covered – – – 8.9M Feb 14, 2025
Q3 2024 New +24K +$1.5M – 24K Nov 14, 2024
Data through Q2 2025 · filed Aug 14, 2025
4 grouped rows from 4 quarters

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Common questions

Does Coatue Management own SMCI?

Not currently. Coatue Management fully exited SMCI in Q2 2025, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Coatue Management buy SMCI?

Coatue Management first disclosed a SMCI position in Q3 2024; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Coatue Management sell SMCI?

Yes. Coatue Management reduced and then fully exited SMCI by Q2 2025; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of SMCI does Coatue Management own?

None as of the latest filing: Coatue Management has exited SMCI. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Coatue Management pay for SMCI?

Coatue Management began building the SMCI position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.