Cliff Asness's SMCI Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 197,549 shares of Super Micro Computer, Inc. (SMCI) worth $9.47 M, representing 0.01% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 4 quarters.
Based on 13F filings, Cliff Asness has maintained this position in SMCI for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 185,508 shares. Largest reduction occurred in Q1 2025, reducing 13,080 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Super Micro Computer (SMCI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Super Micro Computer (SMCI) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2024 | +25,078 | New Buy | 25,078 | $30.48 |
| Q1 2025 | -13,080 | Reduce 52.16% | 11,998 | $33.80 |
| Q2 2025 | +43 | Add 0.36% | 12,041 | $49.01 |
| Q3 2025 | +185,508 | Add 1540.64% | 197,549 | $47.94 |
Cliff Asness's Super Micro Computer Investment FAQs
Cliff Asness first purchased Super Micro Computer, Inc. (SMCI) in Q4 2024, acquiring 25,078 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Super Micro Computer, Inc. (SMCI) for 4 quarters since Q4 2024.
Cliff Asness's largest addition to Super Micro Computer, Inc. (SMCI) was in Q3 2025, adding 197,549 shares worth $9.47 M.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 197,549 shares of Super Micro Computer, Inc. (SMCI), valued at approximately $9.47 M.
As of the Q3 2025 filing, Super Micro Computer, Inc. (SMCI) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Super Micro Computer, Inc. (SMCI) was 197,549 shares, as reported at the end of Q3 2025.