Clear Street’s Super Micro Computer SMCI Stock Holding History

Clear Street’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	$87.7M	Buy	2,989,651 +2,092,986	+233%	+$66.7M	0.22%	54
2026 Q1	$20.4M	Sell	896,665 -806,511	-47%	-$24.2M	0.08%	74
2025 Q4	$49.9M	Sell	1,703,176 -1,376,324	-45%	-$56.7M	0.19%	52
2025 Q3	$148M	Sell	3,079,500 -159,100	-5%	-$7.6M	0.5%	34
2025 Q2	$159M	Buy	+3,238,600	New	+$125M	0.63%	27
2023 Q3	–	Sell	-1,075,000	Closed	-$26.8M	–	1271
2023 Q2	$26.8M	Buy	+1,075,000	New	+$18M	0.26%	59

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

Clear Street's SMCI Position: Q2 2026 in Review

Clear Street increased its Super Micro Computer (SMCI) stake by 233% in Q2 2026, buying an estimated $66.7M and bringing the position to 2,989,651 shares worth $87.7M. The position accounts for 0.22% of the portfolio, ranked #54.

Clear Street first reported a position in SMCI in Q2 2023 and has held it in 6 quarters since. The position peaked at $159M in Q2 2025. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Clear Street held 2,989,651 shares of Super Micro Computer worth $87.7M as of Q2 2026.
Clear Street bought 2,092,986 Super Micro Computer shares in Q2 2026, an estimated $66.7M.
Super Micro Computer made up 0.22% of Clear Street's portfolio in Q2 2026, its #54 holding.
Clear Street first reported a position in Super Micro Computer in Q2 2023 and has held it in 6 quarters since.
Clear Street's Super Micro Computer position peaked at $159M in Q2 2025.
772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Clear Street's 13F filing for Q2 2026, filed 12 Aug 2026.