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Super Micro Computer Inc. ($SMCI) surged after being added to the S&P 500 index, with a remarkable 854% gain in the last 12 months. Hedge funds like Portolan Capital and Analog Century saw significant gains from their $SMCI positions. Despite the rise, the stock is still up 205% year-to-date.
$SMCI sheeeesh Don’t forget stock is still up +205% YTD https://t.co/zpOcxS473b
$SMCI has gained 854% in the last 12 months. At the end of 23Q4, only 43 hedge funds reported holding $SMCI positions. A few hedge funds had the "foresight" to catch it: Gain % Manager Name +619% George McCabe, Portolan Capital +554% Val Zlatev, Analog Century +543%… https://t.co/GbTXfEJShh
$SMCI has gained 854% in the last 12 months. At the end of 23Q4, only 43 hedge funds reported holding $SMCI positions. Only a few hedge funds had the "foresight" to catch it: Gain % Manager Name +619% George McCabe, Portolan Capital +554% Val Zlatev, Analog Century +543%… https://t.co/GbTXfEJShh