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Clarity Capital Partners’s Super Micro Computer SMCI Stock Holding History

Clarity Capital Partners’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
Q2 		$5.41M Buy
110,349
+9,592
+10% +$370K 1.93% 11
2025
Q1 		$3.45M Buy
+100,757
New +$3.82M 1.39% 14
2024
Q4 		– Sell
-88,460
Closed -$3.68M – 139
2024
Q3 		$3.68M Buy
88,460
+51,850
+142% +$3.16M 2.17% 11
2024
Q2 		$3M Buy
36,610
+14,180
+63% +$1.21M 1.84% 13
2024
Q1 		$2.27M Buy
+22,430
New +$1.64M 1.49% 19

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clarity Capital Partners's SMCI Position: Q2 2025 in Review

Clarity Capital Partners increased its Super Micro Computer (SMCI) stake by 9.5% in Q2 2025, buying an estimated $370K and bringing the position to 110,349 shares worth $5.41M. The position accounts for 1.93% of the portfolio, ranked #11.

Clarity Capital Partners first reported a position in SMCI in Q1 2024 and has held it in 5 quarters since. 833 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

  • Clarity Capital Partners held 110,349 shares of Super Micro Computer worth $5.41M as of Q2 2025.
  • Clarity Capital Partners bought 9,592 Super Micro Computer shares in Q2 2025, an estimated $370K.
  • Super Micro Computer made up 1.93% of Clarity Capital Partners's portfolio in Q2 2025, its #11 holding.
  • Clarity Capital Partners first reported a position in Super Micro Computer in Q1 2024 and has held it in 5 quarters since.
  • 833 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.