CS
SMCI icon

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
2023
Q3 		– Sell
-1,075,000
Closed -$26.8M – 1272
2023
Q2 		$26.8M Buy
+1,075,000
New +$18M 0.26% 60

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
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.