CI
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Cavalier Investments’s Super Micro Computer SMCI Stock Holding History

Cavalier Investments’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
Q3 		– Sell
-50,100
Closed -$2.46M – 107
2025
Q2 		$2.46M Buy
+50,100
New +$1.93M 0.74% 32
2024
Q4 		– Sell
-43,110
Closed -$1.8M – 86
2024
Q3 		$1.8M Sell
43,110
-203,250
-83% -$12.4M 0.55% 49
2024
Q2 		$20.2M Buy
246,360
+236,280
+2,344% +$20.2M 6.21% 5
2024
Q1 		$1.02M Buy
+10,080
New +$739K 0.37% 56

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

Cavalier Investments's SMCI Position: Q3 2025 in Review

Cavalier Investments sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 50,100 shares — an estimated $2.46M sold.

Cavalier Investments first reported a position in SMCI in Q1 2024 and held it in 4 quarters. The position peaked at $20.2M in Q2 2024. 849 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

  • Cavalier Investments reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
  • Cavalier Investments sold 50,100 Super Micro Computer shares in Q3 2025, an estimated $2.46M.
  • Cavalier Investments first reported a position in Super Micro Computer in Q1 2024 and held it in 4 quarters.
  • Cavalier Investments's Super Micro Computer position peaked at $20.2M in Q2 2024.
  • 849 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on Cavalier Investments's 13F filing for Q3 2025, filed 14 Nov 2025.