Fox Run Management’s Super Micro Computer SMCI Stock Holding History

Fox Run 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
2026 Q2	$585K	Buy	+19,940	New	+$635K	0.1%	409
2026 Q1	–	Sell	-32,995	Closed	-$966K	–	1212
2025 Q4	$966K	Buy	+32,995	New	+$1.36M	0.15%	224
2024 Q4	–	Sell	-10,590	Closed	-$441K	–	1153
2024 Q3	$441K	Sell	10,590 -5,260	-33%	-$320K	0.1%	405
2024 Q2	$1.3M	Buy	+15,850	New	+$1.35M	0.24%	106
2023 Q4	–	Sell	-20,470	Closed	-$561K	–	1000
2023 Q3	$561K	Buy	+20,470	New	+$571K	0.17%	223
2018 Q1	–	Sell	-235,430	Closed	-$493K	–	899
2017 Q4	$493K	Buy	+235,430	New	+$506K	0.14%	294

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fox Run Management's SMCI Position: Q2 2026 in Review

Fox Run Management opened a new position in Super Micro Computer (SMCI) in Q2 2026: 19,940 shares worth $585K. The stake represents 0.1% of the portfolio and ranks #409 among its holdings. This is a return to the name: Fox Run Management previously reported a position in SMCI as recently as Q4 2025.

Fox Run Management first reported a position in SMCI in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.3M in Q2 2024. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Fox Run Management held 19,940 shares of Super Micro Computer worth $585K as of Q2 2026.
Super Micro Computer was a new Fox Run Management position in Q2 2026.
Super Micro Computer made up 0.1% of Fox Run Management's portfolio in Q2 2026, its #409 holding.
Fox Run Management first reported a position in Super Micro Computer in Q4 2017 and has held it in 6 quarters since.
Fox Run Management's Super Micro Computer position peaked at $1.3M in Q2 2024.
765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.