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
2026 Q2	–	Sell	-100,000	Closed	-$2.28M	–	114
2026 Q1	$2.28M	Buy	+100,000	New	+$3M	0.06%	85

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 $3.37T AUM 44.26% 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

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. 850 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.
850 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.