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Ardmore Road Asset Management’s Super Micro Computer SMCI Stock Holding History

Ardmore Road 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
2026
Q2 		$983K Sell
33,500
-491,500
-94% -$15.7M 0.06% 68
2026
Q1 		$12M Buy
+525,000
New +$15.8M 0.79% 51
2024
Q2 		– Sell
-62,520
Closed -$6.31M – 52
2024
Q1 		$6.31M Sell
62,520
-637,480
-91% -$46.7M 1.11% 27
2023
Q4 		$19.9M Buy
700,000
+400,000
+133% +$11.1M 4.52% 8
2023
Q3 		$8.23M Buy
+300,000
New +$8.37M 2.78% 14

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

Ardmore Road Asset Management's SMCI Position: Q2 2026 in Review

Ardmore Road Asset Management reduced its Super Micro Computer (SMCI) stake by 94% in Q2 2026, selling an estimated $15.7M and leaving 33,500 shares worth $983K. The position accounts for 0.06% of the portfolio, ranked #68.

Ardmore Road Asset Management first reported a position in SMCI in Q3 2023 and has held it in 5 quarters since. The position peaked at $19.9M in Q4 2023. 770 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Ardmore Road Asset Management held 33,500 shares of Super Micro Computer worth $983K as of Q2 2026.
  • Ardmore Road Asset Management sold 491,500 Super Micro Computer shares in Q2 2026, an estimated $15.7M.
  • Super Micro Computer made up 0.06% of Ardmore Road Asset Management's portfolio in Q2 2026, its #68 holding.
  • Ardmore Road Asset Management first reported a position in Super Micro Computer in Q3 2023 and has held it in 5 quarters since.
  • Ardmore Road Asset Management's Super Micro Computer position peaked at $19.9M in Q4 2023.
  • 770 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Ardmore Road Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.