Cloud Capital Management’s Super Micro Computer SMCI Stock Holding History

Cloud Capital Management’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 Q4	–	Sell	-7	Closed	–	–	1272
2025 Q3	$0	Buy	+7	New	+$334	﹤0.01%	1459

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cloud Capital Management's SMCI Position: Q4 2025 in Review

Cloud Capital Management sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 7 shares.

Cloud Capital Management first reported a position in SMCI in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 756 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

Cloud Capital Management reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 7 Super Micro Computer shares in Q4 2025.
Cloud Capital Management first reported a position in Super Micro Computer in Q3 2025 and held it in 1 quarter.
Cloud Capital Management's Super Micro Computer position peaked at $0 in Q3 2025.
756 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.