1832 Asset Management
SMCI icon

1832 Asset Management’s Super Micro Computer SMCI Stock Holding History

1832 Asset Management’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
2025
Q4 		– Sell
-453,800
Closed -$21.8M – 760
2025
Q3 		$21.8M Buy
+453,800
New +$21.7M 0.02% 263
2024
Q4 		– Sell
-323,400
Closed – – 721
2024
Q3 		$0 Buy
323,400
+283,960
+720% +$17.3M ﹤0.01% 881
2024
Q2 		$3.23M Sell
39,440
-490,810
-93% -$42M ﹤0.01% 437
2024
Q1 		$53.6M Buy
530,250
+471,180
+798% +$34.5M 0.03% 179
2023
Q4 		$1.68M Buy
+59,070
New +$1.64M ﹤0.01% 521

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1832 Asset Management's SMCI Position: Q4 2025 in Review

1832 Asset Management sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 453,800 shares — an estimated $21.8M sold.

1832 Asset Management first reported a position in SMCI in Q4 2023 and held it in 5 quarters. The position peaked at $53.6M in Q1 2024. 759 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • 1832 Asset Management reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • 1832 Asset Management sold 453,800 Super Micro Computer shares in Q4 2025, an estimated $21.8M.
  • 1832 Asset Management first reported a position in Super Micro Computer in Q4 2023 and held it in 5 quarters.
  • 1832 Asset Management's Super Micro Computer position peaked at $53.6M in Q1 2024.
  • 759 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on 1832 Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.