Jane Street
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Jane Street’s Super Micro Computer SMCI Stock Holding History

Jane Street’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 		$326M Sell
11,102,000
-7,189,600
-39% -$229M 0.03% 404
2026
Q1 		$416M Buy
18,291,600
+2,954,900
+19% +$88.7M 0.05% 236
2025
Q4 		$449M Sell
15,336,700
-3,232,800
-17% -$133M 0.07% 192
2025
Q3 		$890M Buy
18,569,500
+796,600
+4% +$38M 0.14% 90
2025
Q2 		$871M Buy
17,772,900
+10,144,000
+133% +$391M 0.17% 73
2025
Q1 		$261M Buy
7,628,900
+1,352,500
+22% +$51.3M 0.07% 175
2024
Q4 		$191M Sell
6,276,400
-3,455,100
-36% -$126M 0.04% 260
2024
Q3 		$405M Buy
9,731,500
+3,617,000
+59% +$220M 0.09% 115
2024
Q2 		$501M Sell
6,114,500
-4,606,000
-43% -$394M 0.11% 86
2024
Q1 		$1.08B Buy
10,720,500
+9,139,500
+578% +$670M 0.23% 39
2023
Q4 		$44.9M Sell
1,581,000
-672,000
-30% -$18.6M 0.01% 734
2023
Q3 		$61.8M Sell
2,253,000
-1,829,000
-45% -$51M 0.02% 477
2023
Q2 		$102M Buy
4,082,000
+1,316,000
+48% +$22M 0.03% 331
2023
Q1 		$29.5M Buy
2,766,000
+1,577,000
+133% +$14.2M 0.01% 768
2022
Q4 		$9.76M Buy
1,189,000
+346,000
+41% +$2.63M ﹤0.01% 1647
2022
Q3 		$4.64M Buy
843,000
+611,000
+263% +$3.48M ﹤0.01% 2740
2022
Q2 		$936K Buy
+232,000
New +$1.06M ﹤0.01% 5600
2018
Q3 		– Sell
-89,000
Closed -$210K – 5658
2018
Q2 		$210K Buy
+89,000
New +$194K ﹤0.01% 4514
2016
Q2 		– Sell
-83,000
Closed -$283K – 4543
2016
Q1 		$283K Buy
+83,000
New +$248K ﹤0.01% 3283

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street's SMCI Position: Q2 2026 in Review

Jane Street increased its Super Micro Computer (SMCI) stake by 551% in Q2 2026, buying an estimated $776M and bringing the position to 28,787,183 shares worth $844M. The position accounts for 0.07% of the portfolio, ranked #190.

Jane Street first reported a position in SMCI in Q4 2013 and has held it in 24 quarters since. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Jane Street held 28,787,183 shares of Super Micro Computer worth $844M as of Q2 2026.
  • Jane Street bought 24,367,577 Super Micro Computer shares in Q2 2026, an estimated $776M.
  • Super Micro Computer made up 0.07% of Jane Street's portfolio in Q2 2026, its #190 holding.
  • Jane Street first reported a position in Super Micro Computer in Q4 2013 and has held it in 24 quarters since.
  • 772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Jane Street's 13F filing for Q2 2026, filed 14 Aug 2026.