SMCI in the 13F filings
Super Micro Computer Inc · CUSIP 86800U302
- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 12 Feb 2025
- Managers listing it
- 14
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 1 listed it in both
- Shares listed
- 25,406,908
- combined, among listed positions
- Reported value
- $774m
- combined, at the quarter end
Among the 94 comparable managers: 14 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing SMCI in Q4 2024
14 of 14 holders
Largest increases and reductions, by shares
Increases
- Coatue Management LLCnew position · 8,866,735 shares now+8,866,735
- Jane Street Group LLCnew position · 6,883,272 shares now+6,883,272
- Renaissance Technologies LLCnew position · 1,637,100 shares now+1,637,100
- Voloridge Investment Management LLCnew position · 1,145,913 shares now+1,145,913
- Tudor Investment Corpexisting position · 1,174,421 shares now+1,123,665
Reductions
No reduction among listed positions.
New positions and exits
New (12)
- Coatue Management LLC$270m
- Jane Street Group LLC$210m
- Renaissance Technologies LLC$50m
- Voloridge Investment Management LLC$35m
- Hudson Bay Capital Management LP$30m
- Brevan Howard Capital Management LP$9.3m
- ExodusPoint Capital Management LP$7.1m
- Soros Fund Management LLC$5.0m
- PDT Partners LLC$3.7m
- Davidson Kempner Capital Management LP$1.9m
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2024 | 1 | $21m | 1 | 0 |
| Q4 2024 | 14 | $774m | 14 | 0 |
| Q1 2025 | 5 | $342m | 3 | 6 |
| Q2 2025 | 7 | $851m | 7 | 1 |
| Q3 2025 | 8 | $1.0bn | 6 | 3 |
| Q4 2025 | 4 | $205m | 12 | 19 |
| Q1 2026 | 3 | $182m | 14 | 15 |
| Q2 2026 | 10 | $1.8bn | 20 | 11 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SMCI and NVDA →SMCI and AVGO →SMCI and MU →Choose a stock to compare with SMCI →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own SMCI, latest filings →Back to the 13F Explorer →