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Cape Investment Advisory’s Super Micro Computer SMCI Stock Holding History

Cape Investment Advisory’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
-3
Closed -$88 – 1038
2025
Q4 		$88 Hold
3
– – ﹤0.01% 1297
2025
Q3 		$144 Hold
3
– – ﹤0.01% 831
2025
Q2 		$147 Hold
3
– – ﹤0.01% 1131
2025
Q1 		$103 Sell
3
-100
-97% -$3.79K ﹤0.01% 1090
2024
Q4 		$3.14K Buy
+103
New +$3.74K ﹤0.01% 826
2024
Q3 		– Sell
-100
Closed -$8.19K – 983
2024
Q2 		$8.19K Buy
+100
New +$8.55K ﹤0.01% 559

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM

Cape Investment Advisory's SMCI Position: Q1 2026 in Review

Cape Investment Advisory sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 3 shares — an estimated $88 sold.

Cape Investment Advisory first reported a position in SMCI in Q2 2024 and held it in 6 quarters. The position peaked at $8.19K in Q2 2024. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Cape Investment Advisory reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 3 Super Micro Computer shares in Q1 2026, an estimated $88.
  • Cape Investment Advisory first reported a position in Super Micro Computer in Q2 2024 and held it in 6 quarters.
  • Cape Investment Advisory's Super Micro Computer position peaked at $8.19K in Q2 2024.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.