Disciplined Growth Investors’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
Q1 | $114M | Sell |
4,987,159
-4,650,333
| -48% | -$140M | 2.32% | 15 |
|
|
2025
Q4 | $282M | Buy |
9,637,492
+156,048
| +2% | +$6.42M | 5.4% | 3 |
|
|
2025
Q3 | $455M | Sell |
9,481,444
-249,329
| -3% | -$11.9M | 8.23% | 1 |
|
|
2025
Q2 | $477M | Buy |
9,730,773
+1,381,046
| +17% | +$53.2M | 9.12% | 1 |
|
|
2025
Q1 | $286M | Buy |
8,349,727
+958,911
| +13% | +$36.4M | 5.92% | 3 |
|
|
2024
Q4 | $225M | Sell |
7,390,816
-3,043,874
| -29% | -$111M | 4.28% | 6 |
|
|
2024
Q3 | $435M | Buy |
10,434,690
+310,640
| +3% | +$18.9M | 8.22% | 1 |
|
|
2024
Q2 | $830M | Sell |
10,124,050
-70,270
| -0.7% | -$6.01M | 15.62% | 1 |
|
|
2024
Q1 | $1.03B | Sell |
10,194,320
-17,058,480
| -63% | -$1.25B | 18.78% | 1 |
|
|
2023
Q4 | $775M | Sell |
27,252,800
-1,059,790
| -4% | -$29.4M | 16.91% | 1 |
|
|
2023
Q3 | $776M | Sell |
28,312,590
-1,242,620
| -4% | -$34.7M | 18.47% | 1 |
|
|
2023
Q2 | $737M | Sell |
29,555,210
-10,113,590
| -25% | -$169M | 16.63% | 1 |
|
|
2023
Q1 | $423M | Sell |
39,668,800
-5,439,910
| -12% | -$49.1M | 10.85% | 1 |
|
|
2022
Q4 | $370M | Sell |
45,108,710
-377,660
| -0.8% | -$2.88M | 9.49% | 1 |
|
|
2022
Q3 | $250M | Sell |
45,486,370
-35,680
| -0.1% | -$203K | 6.96% | 1 |
|
|
2022
Q2 | $184M | Buy |
45,522,050
+401,130
| +0.9% | +$1.83M | 4.94% | 1 |
|
|
2022
Q1 | $172M | Buy |
45,120,920
+773,390
| +2% | +$3.2M | 3.73% | 6 |
|
|
2021
Q4 | $195M | Sell |
44,347,530
-264,070
| -0.6% | -$1.07M | 3.92% | 4 |
|
|
2021
Q3 | $163M | Buy |
44,611,600
+22,330
| +0.1% | +$81K | 3.23% | 8 |
|
|
2021
Q2 | $157M | Buy |
44,589,270
+8,130,150
| +22% | +$29.9M | 3% | 9 |
|
|
2021
Q1 | $142M | Buy |
36,459,120
+277,190
| +0.8% | +$943K | 2.89% | 11 |
|
|
2020
Q4 | $115M | Sell |
36,181,930
-1,191,590
| -3% | -$3.36M | 2.21% | 17 |
|
|
2020
Q3 | $98.7M | Sell |
37,373,520
-837,200
| -2% | -$2.29M | 2.31% | 15 |
|
|
2020
Q2 | $108M | Sell |
38,210,720
-11,670,970
| -23% | -$29.4M | 2.63% | 14 |
|
|
2020
Q1 | $106M | Sell |
49,881,690
-1,068,700
| -2% | -$2.72M | 2.42% | 16 |
|
|
2019
Q4 | $122M | Buy |
50,950,390
+1,068,850
| +2% | +$2.57M | 2.02% | 21 |
|
|
2019
Q3 | $95.8M | Buy |
49,881,540
+568,510
| +1% | +$1.09M | 1.77% | 24 |
|
|
2019
Q2 | $95.4M | Buy |
49,313,030
+10,257,020
| +26% | +$19.8M | 1.78% | 22 |
|
|
2019
Q1 | $82.5M | Buy |
39,056,010
+1,823,530
| +5% | +$3.85M | 1.45% | 26 |
|
|
2018
Q4 | $51.4M | Sell |
37,232,480
-605,280
| -2% | -$835K | 1.06% | 33 |
|
|
2018
Q3 | $78M | Buy |
37,837,760
+2,733,710
| +8% | +$6.01M | 1.31% | 28 |
|
|
2018
Q2 | $83M | Buy |
35,104,050
+11,927,880
| +51% | +$26.1M | 1.53% | 26 |
|
|
2018
Q1 | $39.4M | Sell |
23,176,170
-318,510
| -1% | -$639K | 0.77% | 45 |
|
|
2017
Q4 | $49.2M | Buy |
23,494,680
+179,130
| +0.8% | +$385K | 0.97% | 37 |
|
|
2017
Q3 | $51.5M | Sell |
23,315,550
-449,500
| -2% | -$1.15M | 1.08% | 36 |
|
|
2017
Q2 | $58.6M | Buy |
23,765,050
+43,700
| +0.2% | +$107K | 1.22% | 35 |
|
|
2017
Q1 | $60.1M | Sell |
23,721,350
-41,650
| -0.2% | -$110K | 1.34% | 31 |
|
|
2016
Q4 | $66.7M | Buy |
23,763,000
+508,250
| +2% | +$1.28M | 1.52% | 27 |
|
|
2016
Q3 | $54.3M | Sell |
23,254,750
-164,750
| -0.7% | -$367K | 1.29% | 31 |
|
|
2016
Q2 | $58.2M | Buy |
23,419,500
+321,000
| +1% | +$881K | 1.46% | 26 |
|
|
2016
Q1 | $78.7M | Sell |
23,098,500
-648,750
| -3% | -$1.94M | 2% | 18 |
|
|
2015
Q4 | $58.2M | Sell |
23,747,250
-100,750
| -0.4% | -$263K | 1.47% | 27 |
|
|
2015
Q3 | $65M | Buy |
23,848,000
+7,899,750
| +50% | +$21M | 1.67% | 22 |
|
|
2015
Q2 | $47.2M | Buy |
15,948,250
+13,510,500
| +554% | +$44.5M | 1.14% | 31 |
|
|
2015
Q1 | $8.1M | Buy |
2,437,750
+85,000
| +4% | +$313K | 0.19% | 67 |
|
|
2014
Q4 | $8.21M | Sell |
2,352,750
-191,250
| -8% | -$597K | 0.19% | 69 |
|
|
2014
Q3 | $7.48M | Sell |
2,544,000
-23,750
| -0.9% | -$61.6K | 0.19% | 65 |
|
|
2014
Q2 | $6.49M | Sell |
2,567,750
-365,750
| -12% | -$757K | 0.17% | 68 |
|
|
2014
Q1 | $5.09M | Sell |
2,933,500
-67,500
| -2% | -$132K | 0.13% | 70 |
|
|
2013
Q4 | $5.15M | Sell |
3,001,000
-136,000
| -4% | -$205K | 0.13% | 70 |
|
|
2013
Q3 | $4.25M | Buy |
3,137,000
+38,500
| +1% | +$48.6K | 0.12% | 73 |
|
|
2013
Q2 | $3.3M | Buy |
+3,098,500
| New | +$3.2M | 0.11% | 74 |
|
Other funds holding SMCI
VCM
VPM
DE
Disciplined Growth Investors's SMCI Position: Q1 2026 in Review
Disciplined Growth Investors reduced its Super Micro Computer (SMCI) stake by 48% in Q1 2026, selling an estimated $140M and leaving 4,987,159 shares worth $114M. The position accounts for 2.32% of the portfolio, ranked #15.
Disciplined Growth Investors first reported a position in SMCI in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.03B in Q1 2024. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.
- Disciplined Growth Investors held 4,987,159 shares of Super Micro Computer worth $114M as of Q1 2026.
- Disciplined Growth Investors sold 4,650,333 Super Micro Computer shares in Q1 2026, an estimated $140M.
- Super Micro Computer made up 2.32% of Disciplined Growth Investors's portfolio in Q1 2026, its #15 holding.
- Disciplined Growth Investors first reported a position in Super Micro Computer in Q2 2013 and has held it in 52 quarters since.
- Disciplined Growth Investors's Super Micro Computer position peaked at $1.03B in Q1 2024.
- 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.
Based on Disciplined Growth Investors's 13F filing for Q1 2026, filed 15 May 2026.