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 Q2	$6.56M	Buy	223,574 +22,089	+11%	+$704K	0.01%	446
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capstone Investment Advisors's SMCI Position: Q2 2026 in Review

Capstone Investment Advisors increased its Super Micro Computer (SMCI) stake by 11% in Q2 2026, buying an estimated $704K and bringing the position to 223,574 shares worth $6.56M. The position accounts for 0.01% of the portfolio, ranked #446.

Capstone Investment Advisors first reported a position in SMCI in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.7M in Q1 2024. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Capstone Investment Advisors held 223,574 shares of Super Micro Computer worth $6.56M as of Q2 2026.
Capstone Investment Advisors bought 22,089 Super Micro Computer shares in Q2 2026, an estimated $704K.
Super Micro Computer made up 0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #446 holding.
Capstone Investment Advisors first reported a position in Super Micro Computer in Q3 2023 and has held it in 11 quarters since.
Capstone Investment Advisors's Super Micro Computer position peaked at $8.7M in Q1 2024.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.