Ed Lin

Susquehanna International Group reduced its position in server maker Super Micro Computer and increased a stake in Bitcoin-focused MicroStrategy.

Susquehanna, through subsidiaries, now owns 26,073,621 Super Micro shares, according to a form it filed with the Securities and Exchange Commission on Feb. 13. The stake includes both stock and options to buy stock. For the purposes of forms reporting beneficial ownership, options to sell stock aren't included in the tally.

Susquehanna's latest reported stake includes 2,067,921 Super Micro shares and options to buy 24,005,700 Super Micro shares. That is a net reduction of 4,733,569 shares from the end of the third quarter when Susquehanna owned 30,807,190 shares, consisting of 8,182,190 shares and options to buy 22,625,000 shares; those figures are all adjusted for Super Micro's 10-for-one stock split that was effective after the market closed on Sept. 30.

Susquehanna, of Bala Cynwyd, Pa., didn't immediately respond to requests for comment.

Its reduced stake in Super Micro stands at 4.5% of shares outstanding, down from 5.3%. Because Susquehanna owns less than the 5% threshold, it no longer has to publicly report transactions in Super Micro stock outside of quarterly summary updates of all holdings.

Susquehanna disclosed in a Feb. 6 filing that it owned 11,605,313 MicroStrategy shares, a 5.1% stake consisting of 1,054,513 shares and options to acquire 10,550,800 shares. That is a net gain of 3,178,254 shares from the end of the third quarter when Susquehanna owned 8,427,059 shares, consisting of 2,754,659 shares and options to acquire 5,672,400 shares.

The 13G form that Susquehanna disclosed its latest and larger MicroStrategy stake indicates that it doesn't intend to take an activist stance on the company.

Inside Scoop is a regular Barron's feature covering stock transactions by corporate executives and board members -- so-called insiders -- as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.

Write to Ed Lin at edward.lin@barrons.com and follow @BarronsEdLin.

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February 14, 2025 12:27 ET (17:27 GMT)

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