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
Q2 		$12.7M Buy
431,600
+42,700
+11% +$1.36M 0.02% 662
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

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

Adage Capital Partners increased its Super Micro Computer (SMCI) stake by 11% in Q2 2026, buying an estimated $1.36M and bringing the position to 431,600 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #662.

Adage Capital Partners first reported a position in SMCI in Q2 2017 and has held it in 15 quarters since. The position peaked at $39.8M in Q1 2024. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Adage Capital Partners held 431,600 shares of Super Micro Computer worth $12.7M as of Q2 2026.
  • Adage Capital Partners bought 42,700 Super Micro Computer shares in Q2 2026, an estimated $1.36M.
  • Super Micro Computer made up 0.02% of Adage Capital Partners's portfolio in Q2 2026, its #662 holding.
  • Adage Capital Partners first reported a position in Super Micro Computer in Q2 2017 and has held it in 15 quarters since.
  • Adage Capital Partners's Super Micro Computer position peaked at $39.8M in Q1 2024.
  • 772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.