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Counterpoint Mutual Funds’s Super Micro Computer SMCI Stock Holding History

Counterpoint Mutual Funds’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 		$6.9M Buy
235,282
+225,498
+2,305% +$7.18M 0.68% 50
2026
Q1 		$223K Buy
+9,784
New +$294K 0.03% 289
2022
Q3 		– Sell
-30,390
Closed -$123K – 338
2022
Q2 		$123K Buy
+30,390
New +$139K 0.08% 144

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

Counterpoint Mutual Funds's SMCI Position: Q2 2026 in Review

Counterpoint Mutual Funds increased its Super Micro Computer (SMCI) stake by 2,305% in Q2 2026, buying an estimated $7.18M and bringing the position to 235,282 shares worth $6.9M. The position accounts for 0.68% of the portfolio, ranked #50.

Counterpoint Mutual Funds first reported a position in SMCI in Q2 2022 and has held it in 3 quarters since. 771 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Counterpoint Mutual Funds held 235,282 shares of Super Micro Computer worth $6.9M as of Q2 2026.
  • Counterpoint Mutual Funds bought 225,498 Super Micro Computer shares in Q2 2026, an estimated $7.18M.
  • Super Micro Computer made up 0.68% of Counterpoint Mutual Funds's portfolio in Q2 2026, its #50 holding.
  • Counterpoint Mutual Funds first reported a position in Super Micro Computer in Q2 2022 and has held it in 3 quarters since.
  • 771 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.