Belvedere Trading’s Super Micro Computer SMCI Stock Holding History

Belvedere Trading’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	$6.51M	Buy	+222,038	New	+$7.07M	0.01%	82
2026 Q1	–	Sell	-1,254,996	Closed	-$37.7M	–	966
2025 Q4	$36.7M	Buy	1,254,996 +798,680	+175%	+$32.9M	0.04%	41
2025 Q3	$21.9M	Sell	456,316 -463,642	-50%	-$22.1M	0.03%	47
2025 Q2	$45.1M	Buy	+919,958	New	+$35.5M	0.05%	41
2025 Q1	–	Sell	-586,399	Closed	-$22.3M	–	969
2024 Q4	$17.9M	Sell	586,399 -1,740,321	-75%	-$63.3M	0.02%	43
2024 Q3	$96.9M	Buy	2,326,720 +2,180,310	+1,489%	+$133M	0.13%	31
2024 Q2	$12M	Buy	146,410 +138,900	+1,850%	+$11.9M	0.01%	40
2024 Q1	$759K	Sell	7,510 -7,240	-49%	-$530K	﹤0.01%	115
2023 Q4	$419K	Sell	14,750 -16,530	-53%	-$458K	﹤0.01%	187
2023 Q3	$858K	Buy	+31,280	New	+$872K	﹤0.01%	85

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

Belvedere Trading's SMCI Position: Q2 2026 in Review

Belvedere Trading opened a new position in Super Micro Computer (SMCI) in Q2 2026: 222,038 shares worth $6.51M. The stake represents 0.01% of the portfolio and ranks #82 among its holdings. This is a return to the name: Belvedere Trading previously reported a position in SMCI as recently as Q4 2025.

Belvedere Trading first reported a position in SMCI in Q3 2023 and has held it in 10 quarters since. The position peaked at $96.9M in Q3 2024. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Belvedere Trading held 222,038 shares of Super Micro Computer worth $6.51M as of Q2 2026.
Super Micro Computer was a new Belvedere Trading position in Q2 2026.
Super Micro Computer made up 0.01% of Belvedere Trading's portfolio in Q2 2026, its #82 holding.
Belvedere Trading first reported a position in Super Micro Computer in Q3 2023 and has held it in 10 quarters since.
Belvedere Trading's Super Micro Computer position peaked at $96.9M in Q3 2024.
772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Belvedere Trading's 13F filing for Q2 2026, filed 31 Jul 2026.