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Griffin Asset Management’s Super Micro Computer SMCI Stock Holding History

Griffin Asset 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 		– Sell
-13,455
Closed -$306K – 263
2026
Q1 		$306K Sell
13,455
-3,154
-19% -$94.6K 0.03% 187
2025
Q4 		$486K Sell
16,609
-8,808
-35% -$363K 0.05% 166
2025
Q3 		$1.22M Sell
25,417
-9,947
-28% -$475K 0.14% 117
2025
Q2 		$1.73M Sell
35,364
-301
-0.8% -$11.6K 0.2% 105
2025
Q1 		$1.22M Buy
35,665
+5,107
+17% +$194K 0.15% 117
2024
Q4 		$931K Buy
+30,558
New +$1.11M 0.11% 134
2024
Q3 		– Sell
-18,020
Closed -$1.48M – 221
2024
Q2 		$1.48M Buy
18,020
+11,460
+175% +$980K 0.17% 106
2024
Q1 		$663K Buy
+6,560
New +$481K 0.08% 154

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

Griffin Asset Management's SMCI Position: Q2 2026 in Review

Griffin Asset Management sold out of Super Micro Computer (SMCI) in Q2 2026, closing a stake of 13,455 shares — an estimated $306K sold.

Griffin Asset Management first reported a position in SMCI in Q1 2024 and held it in 8 quarters. The position peaked at $1.73M in Q2 2025. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Griffin Asset Management reported no remaining Super Micro Computer position as of Q2 2026 after selling out during the quarter.
  • Griffin Asset Management sold 13,455 Super Micro Computer shares in Q2 2026, an estimated $306K.
  • Griffin Asset Management first reported a position in Super Micro Computer in Q1 2024 and held it in 8 quarters.
  • Griffin Asset Management's Super Micro Computer position peaked at $1.73M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Griffin Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.