Bayforest Capital’s Super Micro Computer SMCI Stock Holding History

Bayforest Capital’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	–	Sell	-8,779	Closed	-$200K	–	1184
2026 Q1	$200K	Buy	8,779 +1,809	+26%	+$54.3K	0.22%	126
2025 Q4	$204K	Sell	6,970 -12,325	-64%	-$507K	0.15%	282
2025 Q3	$925K	Buy	19,295 +12,636	+190%	+$603K	0.44%	24
2025 Q2	$326K	Buy	+6,659	New	+$257K	0.14%	282

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bayforest Capital's SMCI Position: Q2 2026 in Review

Bayforest Capital sold out of Super Micro Computer (SMCI) in Q2 2026, closing a stake of 8,779 shares — an estimated $200K sold.

Bayforest Capital first reported a position in SMCI in Q2 2025 and held it in 4 quarters. The position peaked at $925K in Q3 2025. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Bayforest Capital reported no remaining Super Micro Computer position as of Q2 2026 after selling out during the quarter.
Bayforest Capital sold 8,779 Super Micro Computer shares in Q2 2026, an estimated $200K.
Bayforest Capital first reported a position in Super Micro Computer in Q2 2025 and held it in 4 quarters.
Bayforest Capital's Super Micro Computer position peaked at $925K in Q3 2025.
765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.