Ownership history in Nicholas Wealth, LLC. Β· 5 quarters on record
This page tracks every 13F SEC filing in which Nicholas Wealth, LLC. reported a position in SUPER MICRO COMPUTER INC (SMCI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Nicholas Wealth, LLC. outperformed the S&P 500 by +9.4% annually on this SMCI position. Timing score: 25% (1/4 decisions correct). Average cost basis: $35.16. Maximum drawdown during holding period: β26.8%.
π₯ Exceptional β beat the S&P 500 by 9.4% per year on this position.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $30.48 (2024 Q4) Β· Worst: $49.01 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 1 trim. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Nicholas Wealth, LLC. has been actively increasing its SMCI allocation β a bullish signal from insiders.
Currently 0.7% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size