Capstone Investment Advisors
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Capstone Investment Advisors’s Super Micro Computer SMCI Stock Holding History

Capstone Investment Advisors’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 		$4.59M Buy
201,485
+1,962
+1% +$58.9K 0.01% 439
2025
Q4 		$5.84M Buy
199,523
+104,752
+111% +$4.31M 0.01% 342
2025
Q3 		$4.54M Buy
+94,771
New +$4.53M 0.01% 498
2025
Q2 		– Sell
-7,298
Closed -$281K – 1723
2025
Q1 		$250K Sell
7,298
-9,052
-55% -$343K ﹤0.01% 1230
2024
Q4 		$498K Buy
16,350
+7,850
+92% +$285K ﹤0.01% 1318
2024
Q3 		$354K Sell
8,500
-500
-6% -$30.4K ﹤0.01% 1337
2024
Q2 		$737K Sell
9,000
-77,140
-90% -$6.59M ﹤0.01% 1117
2024
Q1 		$8.7M Buy
86,140
+70,930
+466% +$5.2M 0.03% 304
2023
Q4 		$432K Buy
15,210
+6,760
+80% +$187K ﹤0.01% 1411
2023
Q3 		$232K Buy
+8,450
New +$236K ﹤0.01% 1735

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Capstone Investment Advisors's SMCI Position: Q1 2026 in Review

Capstone Investment Advisors increased its Super Micro Computer (SMCI) stake by 0.98% in Q1 2026, buying an estimated $58.9K and bringing the position to 201,485 shares worth $4.59M. The position accounts for 0.01% of the portfolio, ranked #439.

Capstone Investment Advisors first reported a position in SMCI in Q3 2023 and has held it in 10 quarters since. The position peaked at $8.7M in Q1 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Capstone Investment Advisors held 201,485 shares of Super Micro Computer worth $4.59M as of Q1 2026.
  • Capstone Investment Advisors bought 1,962 Super Micro Computer shares in Q1 2026, an estimated $58.9K.
  • Super Micro Computer made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #439 holding.
  • Capstone Investment Advisors first reported a position in Super Micro Computer in Q3 2023 and has held it in 10 quarters since.
  • Capstone Investment Advisors's Super Micro Computer position peaked at $8.7M in Q1 2024.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

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