Contravisory Investment Management’s Super Micro Computer SMCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$49.2K Buy
+1,677
New +$53.4K 0.01% 271
2026
Q1
Sell
-18,372
Closed -$538K 422
2025
Q4
$538K Buy
18,372
+18,091
+6,438% +$745K 0.11% 142
2025
Q3
$13.5K Buy
+281
New +$13.4K ﹤0.01% 333
2024
Q4
Sell
-320
Closed -$13.3K 425
2024
Q3
$13.3K Buy
320
+30
+10% +$1.83K ﹤0.01% 306
2024
Q2
$23.8K Sell
290
-350
-55% -$29.9K 0.01% 245
2024
Q1
$64.6K Sell
640
-200
-24% -$14.7K 0.01% 230
2023
Q4
$23.9K Buy
+840
New +$23.3K 0.01% 271

Other funds holding SMCI

Contravisory Investment Management's SMCI Position: Q2 2026 in Review

Contravisory Investment Management opened a new position in Super Micro Computer (SMCI) in Q2 2026: 1,677 shares worth $49.2K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings. This is a return to the name: Contravisory Investment Management previously reported a position in SMCI as recently as Q4 2025.

Contravisory Investment Management first reported a position in SMCI in Q4 2023 and has held it in 7 quarters since. The position peaked at $538K in Q4 2025. 767 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Contravisory Investment Management held 1,677 shares of Super Micro Computer worth $49.2K as of Q2 2026.
  • Super Micro Computer was a new Contravisory Investment Management position in Q2 2026.
  • Super Micro Computer made up 0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #271 holding.
  • Contravisory Investment Management first reported a position in Super Micro Computer in Q4 2023 and has held it in 7 quarters since.
  • Contravisory Investment Management's Super Micro Computer position peaked at $538K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.