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1015 Capital Partners’s Super Micro Computer SMCI Stock Holding History

1015 Capital Partners’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$411 Sell
14
-4
-22% -$127 ﹤0.01% 551
2026
Q1 		$410 Buy
18
+1
+6% +$30 ﹤0.01% 543
2025
Q4 		$498 Buy
+17
New +$700 ﹤0.01% 553

Other funds holding SMCI

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

1015 Capital Partners's SMCI Position: Q2 2026 in Review

1015 Capital Partners reduced its Super Micro Computer (SMCI) stake by 22% in Q2 2026, selling an estimated $127 and leaving 14 shares worth $411. The position accounts for ﹤0.01% of the portfolio, ranked #551.

1015 Capital Partners first reported a position in SMCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $498 in Q4 2025. 763 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • 1015 Capital Partners held 14 shares of Super Micro Computer worth $411 as of Q2 2026.
  • 1015 Capital Partners sold 4 Super Micro Computer shares in Q2 2026, an estimated $127.
  • Super Micro Computer made up ﹤0.01% of 1015 Capital Partners's portfolio in Q2 2026, its #551 holding.
  • 1015 Capital Partners first reported a position in Super Micro Computer in Q4 2025 and has held it in 3 quarters since.
  • 1015 Capital Partners's Super Micro Computer position peaked at $498 in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on 1015 Capital Partners's 13F filing for Q2 2026, filed 21 Jul 2026.