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

Adage 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
Q1 		$8.86M Sell
388,900
-13,800
-3% -$414K 0.01% 711
2025
Q4 		$11.8M Sell
402,700
-3,700
-0.9% -$152K 0.02% 631
2025
Q3 		$19.5M Buy
406,400
+72,300
+22% +$3.45M 0.03% 478
2025
Q2 		$16.4M Sell
334,100
-15,500
-4% -$597K 0.03% 490
2025
Q1 		$12M Sell
349,600
-10,900
-3% -$414K 0.02% 549
2024
Q4 		$11M Buy
360,500
+20,500
+6% +$745K 0.02% 577
2024
Q3 		$14.2M Sell
340,000
-23,000
-6% -$1.4M 0.03% 539
2024
Q2 		$29.7M Sell
363,000
-31,000
-8% -$2.65M 0.06% 336
2024
Q1 		$39.8M Buy
+394,000
New +$28.9M 0.08% 284
2018
Q3 		– Sell
-6,108,590
Closed -$14.4M – 757
2018
Q2 		$14.4M Sell
6,108,590
-7,093,250
-54% -$15.5M 0.03% 486
2018
Q1 		$22.4M Buy
13,201,840
+7,071,840
+115% +$14.2M 0.05% 371
2017
Q4 		$12.8M Sell
6,130,000
-2,980,000
-33% -$6.4M 0.03% 535
2017
Q3 		$20.1M Buy
9,110,000
+3,210,000
+54% +$8.21M 0.05% 415
2017
Q2 		$14.5M Buy
+5,900,000
New +$14.4M 0.04% 492

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Adage Capital Partners's SMCI Position: Q1 2026 in Review

Adage Capital Partners reduced its Super Micro Computer (SMCI) stake by 3.4% in Q1 2026, selling an estimated $414K and leaving 388,900 shares worth $8.86M. The position accounts for 0.01% of the portfolio, ranked #711.

Adage Capital Partners first reported a position in SMCI in Q2 2017 and has held it in 14 quarters since. The position peaked at $39.8M in Q1 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Adage Capital Partners held 388,900 shares of Super Micro Computer worth $8.86M as of Q1 2026.
  • Adage Capital Partners sold 13,800 Super Micro Computer shares in Q1 2026, an estimated $414K.
  • Super Micro Computer made up 0.01% of Adage Capital Partners's portfolio in Q1 2026, its #711 holding.
  • Adage Capital Partners first reported a position in Super Micro Computer in Q2 2017 and has held it in 14 quarters since.
  • Adage Capital Partners's Super Micro Computer position peaked at $39.8M in Q1 2024.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.