CJ
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Caitlin John’s Super Micro Computer SMCI Stock Holding History

Caitlin John’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
Q1 		– Sell
-5
Closed -$4 – 992
2025
Q4 		$4 Buy
+5
New +$206 ﹤0.01% 926

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Caitlin John's SMCI Position: Q2 2026 in Review

Caitlin John reduced its Super Micro Computer (SMCI) stake by 52% in Q2 2026, selling an estimated $1.02K and leaving 30 shares worth $880. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Caitlin John first reported a position in SMCI in Q1 2024 and has held it in 8 quarters since. The position peaked at $125K in Q2 2024. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Caitlin John held 30 shares of Super Micro Computer worth $880 as of Q2 2026.
  • Caitlin John sold 32 Super Micro Computer shares in Q2 2026, an estimated $1.02K.
  • Super Micro Computer made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #890 holding.
  • Caitlin John first reported a position in Super Micro Computer in Q1 2024 and has held it in 8 quarters since.
  • Caitlin John's Super Micro Computer position peaked at $125K in Q2 2024.
  • 772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.