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Caprock Group’s Super Micro Computer SMCI Stock Holding History

Caprock Group’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
2025
Q1 		$447K Buy
+13,060
New +$496K 0.01% 763
2024
Q4 		– Sell
-7,490
Closed -$312K – 1042
2024
Q3 		$312K Sell
7,490
-11,410
-60% -$694K 0.01% 716
2024
Q2 		$1.55M Buy
18,900
+13,650
+260% +$1.17M 0.06% 272
2024
Q1 		$530K Buy
+5,250
New +$385K 0.03% 393

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caprock Group's SMCI Position: Q1 2025 in Review

Caprock Group opened a new position in Super Micro Computer (SMCI) in Q1 2025: 13,060 shares worth $447K. The stake represents 0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Caprock Group previously reported a position in SMCI as recently as Q3 2024.

Caprock Group first reported a position in SMCI in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.55M in Q2 2024. 760 funds tracked by Wall St. Rank hold SMCI as of Q1 2025.

  • Caprock Group held 13,060 shares of Super Micro Computer worth $447K as of Q1 2025.
  • Super Micro Computer was a new Caprock Group position in Q1 2025.
  • Super Micro Computer made up 0.01% of Caprock Group's portfolio in Q1 2025, its #763 holding.
  • Caprock Group first reported a position in Super Micro Computer in Q1 2024 and has held it in 4 quarters since.
  • Caprock Group's Super Micro Computer position peaked at $1.55M in Q2 2024.
  • 760 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2025.

Based on Caprock Group's 13F filing for Q1 2025, filed 15 May 2025.