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SMCI in the 13F filings

Super Micro Computer Inc · CUSIP 86800U302

Sector · Technology hardware and equipmentTheme · AI infrastructure and semiconductors· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
Quarter end
31 Mar 2025
the date the book describes
Filed
15 May 2025
latest of these filings; the earliest 14 May 2025
Managers listing it
5
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 4 listed it in both
Shares listed
9,974,282
combined, among listed positions
Reported value
$342m
combined, at the quarter end

Among the 95 comparable managers: 3 buyers (opened or added shares) and 6 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 Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

5 of 5 holders

ActionFiling
Coatue Management LLC8,866,735$304m1.34%Held015 May 2025 (the filing on sec.gov)
Woodline Partners LP618,768$21m0.14%Addedn.a.15 May 2025 (the filing on sec.gov)
Bridgewater Associates LP360,422$12m0.06%Added+324,10114 May 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP100,000$3.4munder 0.1%Trimmed-203,80915 May 2025 (the filing on sec.gov)
Winton Group Ltd28,357$971k0.06%Added+51215 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

051015Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SMCI by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20241$21m10
Q4 202414$774m140
Q1 20255$342m36
Q2 20257$851m71
Q3 20258$1.0bn63
Q4 20254$205m1219
Q1 20263$182m1415
Q2 202610$1.8bn2011

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 →