Blueshift Asset Management’s Super Micro Computer SMCI Stock Holding History

Blueshift 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	$280K	Buy	+9,554	New	+$304K	0.06%	394
2026 Q1	–	Sell	-9,486	Closed	-$278K	–	644
2025 Q4	$278K	Buy	+9,486	New	+$391K	0.08%	343
2025 Q2	–	Sell	-12,613	Closed	-$432K	–	587
2025 Q1	$432K	Buy	12,613 +4,532	+56%	+$172K	0.17%	190
2024 Q4	$246K	Sell	8,081 -13,009	-62%	-$473K	0.09%	301
2024 Q3	$878K	Buy	21,090 +16,540	+364%	+$1.01M	0.22%	109
2024 Q2	$373K	Buy	+4,550	New	+$389K	0.13%	211

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 $3.38T AUM 44.17% 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

Blueshift Asset Management's SMCI Position: Q2 2026 in Review

Blueshift Asset Management opened a new position in Super Micro Computer (SMCI) in Q2 2026: 9,554 shares worth $280K. The stake represents 0.06% of the portfolio and ranks #394 among its holdings. This is a return to the name: Blueshift Asset Management previously reported a position in SMCI as recently as Q4 2025.

Blueshift Asset Management first reported a position in SMCI in Q2 2024 and has held it in 6 quarters since. The position peaked at $878K in Q3 2024. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Blueshift Asset Management held 9,554 shares of Super Micro Computer worth $280K as of Q2 2026.
Super Micro Computer was a new Blueshift Asset Management position in Q2 2026.
Super Micro Computer made up 0.06% of Blueshift Asset Management's portfolio in Q2 2026, its #394 holding.
Blueshift Asset Management first reported a position in Super Micro Computer in Q2 2024 and has held it in 6 quarters since.
Blueshift Asset Management's Super Micro Computer position peaked at $878K in Q3 2024.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

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