Arlington Capital Management’s Super Micro Computer SMCI Stock Holding History

Arlington Capital 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	$407K	Hold	13,883	–	–	0.25%	63
2026 Q1	$316K	Sell	13,883 -930	-6%	-$27.9K	0.18%	73
2025 Q4	$434K	Sell	14,813 -980	-6%	-$40.3K	0.27%	59
2025 Q3	$757K	Buy	15,793 +1,064	+7%	+$50.8K	0.48%	44
2025 Q2	$722K	Sell	14,729 -11,457	-44%	-$442K	0.63%	36
2025 Q1	$897K	Sell	26,186 -26,767	-51%	-$1.02M	0.68%	26
2024 Q4	$1.61M	Sell	52,953 -3,177	-6%	-$115K	1.12%	20
2024 Q3	$2.34M	Buy	56,130 +39,570	+239%	+$2.41M	1.92%	14
2024 Q2	$1.36M	Sell	16,560 -15,260	-48%	-$1.3M	1.18%	26
2024 Q1	$3.21M	Sell	31,820 -39,050	-55%	-$2.86M	2.67%	9
2023 Q4	$2.01M	Buy	70,870 +54,590	+335%	+$1.51M	1.83%	14
2023 Q3	$446K	Buy	+16,280	New	+$454K	0.47%	33

Other funds holding SMCI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Arlington Capital Management's SMCI Position: Q2 2026 in Review

Arlington Capital Management held its Super Micro Computer (SMCI) position steady in Q2 2026 at 13,883 shares worth $407K. The position accounts for 0.25% of the portfolio, ranked #63.

Arlington Capital Management first reported a position in SMCI in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.21M in Q1 2024. 237 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Arlington Capital Management held 13,883 shares of Super Micro Computer worth $407K as of Q2 2026.
Arlington Capital Management left its Super Micro Computer share count unchanged in Q2 2026.
Super Micro Computer made up 0.25% of Arlington Capital Management's portfolio in Q2 2026, its #63 holding.
Arlington Capital Management first reported a position in Super Micro Computer in Q3 2023 and has held it in 12 quarters since.
Arlington Capital Management's Super Micro Computer position peaked at $3.21M in Q1 2024.
237 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Arlington Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.