Position
Marex Group plc in Super Micro Computer Inc
Back to the book · All holders of SUPER MICRO COMPUTER INC
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$24.8M$819.35 → $416.40
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2023 | 10.7K | $3.04M | — | — | — | 0.1% |
| Q1 2024 | 93K | $93.9M | $1,010.03 | $7.75M | $83.1M | 3.1% |
| Q2 2024 | 61.5K | $50.4M | $819.35 | −$11.7M | −$31.8M | 1.4% |
| Q3 2024 | 127.2K | $53M | $416.40 | −$24.8M | $27.4M | 1.2% |