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Caption Management’s Super Micro Computer SMCI Stock Holding History

Caption Management’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 		– Sell
-659,800
Closed -$20.1M – 1995
2024
Q4 		$20.1M Buy
+659,800
New +$24M 0.19% 82
2023
Q4 		– Sell
-500,000
Closed -$13.7M – 1645
2023
Q3 		$13.7M Buy
+500,000
New +$13.9M 0.21% 114

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

Caption Management's SMCI Position: Q1 2026 in Review

Caption Management reduced its Super Micro Computer (SMCI) stake by 23% in Q1 2026, selling an estimated $1.74M and leaving 197,000 shares worth $4.49M. The position accounts for 0.03% of the portfolio, ranked #559.

Caption Management first reported a position in SMCI in Q3 2022 and has held it in 6 quarters since. The position peaked at $7.46M in Q4 2025. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Caption Management held 197,000 shares of Super Micro Computer worth $4.49M as of Q1 2026.
  • Caption Management sold 57,968 Super Micro Computer shares in Q1 2026, an estimated $1.74M.
  • Super Micro Computer made up 0.03% of Caption Management's portfolio in Q1 2026, its #559 holding.
  • Caption Management first reported a position in Super Micro Computer in Q3 2022 and has held it in 6 quarters since.
  • Caption Management's Super Micro Computer position peaked at $7.46M in Q4 2025.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.