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Hawk Ridge Capital Management’s Super Micro Computer SMCI Stock Holding History

Hawk Ridge Capital 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
-2,324,700
Closed -$52.9M – 56
2026
Q1 		$52.9M Buy
+2,324,700
New +$69.8M 1.92% 20
2024
Q1 		– Sell
-542,640
Closed -$15.4M – 50
2023
Q4 		$15.4M Buy
542,640
+20,640
+4% +$572K 0.88% 30
2023
Q3 		$14.3M Buy
+522,000
New +$14.6M 0.7% 36
2023
Q2 		– Sell
-6,981,730
Closed -$74.4M – 41
2023
Q1 		$74.4M Sell
6,981,730
-4,326,930
-38% -$39M 4.22% 8
2022
Q4 		$92.8M Sell
11,308,660
-3,515,260
-24% -$26.8M 6.28% 1
2022
Q3 		$81.6M Buy
14,823,920
+130,430
+0.9% +$743K 5.13% 2
2022
Q2 		$59.3M Sell
14,693,490
-1,497,120
-9% -$6.83M 4.11% 8
2022
Q1 		$61.6M Buy
16,190,610
+349,000
+2% +$1.44M 3.51% 10
2021
Q4 		$69.6M Sell
15,841,610
-2,577,000
-14% -$10.4M 4.28% 5
2021
Q3 		$67.4M Hold
18,418,610
– – 4.33% 5
2021
Q2 		$64.8M Hold
18,418,610
– – 4.65% 7
2021
Q1 		$71.9M Buy
18,418,610
+1,234,000
+7% +$4.2M 4.93% 8
2020
Q4 		$54.4M Hold
17,184,610
– – 4.4% 11
2020
Q3 		$45.4M Buy
17,184,610
+4,494,110
+35% +$12.3M 3.87% 7
2020
Q2 		$36M Sell
12,690,500
-5,429,970
-30% -$13.7M 3.72% 9
2020
Q1 		$38.6M Buy
+18,120,470
New +$46.1M 6.48% 3

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

Hawk Ridge Capital Management's SMCI Position: Q2 2026 in Review

Hawk Ridge Capital Management sold out of Super Micro Computer (SMCI) in Q2 2026, closing a stake of 2,324,700 shares — an estimated $52.9M sold.

Hawk Ridge Capital Management first reported a position in SMCI in Q1 2020 and held it in 16 quarters. The position peaked at $92.8M in Q4 2022. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Hawk Ridge Capital Management reported no remaining Super Micro Computer position as of Q2 2026 after selling out during the quarter.
  • Hawk Ridge Capital Management sold 2,324,700 Super Micro Computer shares in Q2 2026, an estimated $52.9M.
  • Hawk Ridge Capital Management first reported a position in Super Micro Computer in Q1 2020 and held it in 16 quarters.
  • Hawk Ridge Capital Management's Super Micro Computer position peaked at $92.8M in Q4 2022.
  • 772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Hawk Ridge Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.