Bouvel Investment Partners’s Super Micro Computer SMCI Stock Holding History

Bouvel Investment Partners’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	-87,197	Closed	-$1.99M	–	93
2026 Q1	$1.99M	Buy	87,197 +3,563	+4%	+$107K	0.58%	55
2025 Q4	$2.45M	Buy	83,634 +36,625	+78%	+$1.51M	0.71%	50
2025 Q3	$2.25M	Sell	47,009 -372	-0.8%	-$17.8K	0.69%	55
2025 Q2	$2.32M	Buy	+47,381	New	+$1.83M	0.79%	45
2025 Q1	–	Sell	-46,785	Closed	-$1.43M	–	81
2024 Q4	$1.43M	Buy	+46,785	New	+$1.7M	0.51%	57
2024 Q3	–	Sell	-25,720	Closed	-$2.11M	–	79
2024 Q2	$2.11M	Buy	+25,720	New	+$2.2M	0.82%	50

Other funds holding SMCI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

CMF

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Bouvel Investment Partners's SMCI Position: Q2 2026 in Review

Bouvel Investment Partners sold out of Super Micro Computer (SMCI) in Q2 2026, closing a stake of 87,197 shares — an estimated $1.99M sold.

Bouvel Investment Partners first reported a position in SMCI in Q2 2024 and held it in 6 quarters. The position peaked at $2.45M in Q4 2025. 151 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Bouvel Investment Partners reported no remaining Super Micro Computer position as of Q2 2026 after selling out during the quarter.
Bouvel Investment Partners sold 87,197 Super Micro Computer shares in Q2 2026, an estimated $1.99M.
Bouvel Investment Partners first reported a position in Super Micro Computer in Q2 2024 and held it in 6 quarters.
Bouvel Investment Partners's Super Micro Computer position peaked at $2.45M in Q4 2025.
151 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.