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
Q1 		$310M Buy
13,596,700
+1,303,700
+11% +$39.1M 0.04% 286
2025
Q4 		$360M Sell
12,293,000
-1,471,100
-11% -$60.6M 0.05% 236
2025
Q3 		$660M Buy
13,764,100
+5,523,700
+67% +$264M 0.1% 128
2025
Q2 		$404M Buy
8,240,400
+1,056,000
+15% +$40.7M 0.08% 161
2025
Q1 		$246M Sell
7,184,400
-4,292,900
-37% -$163M 0.06% 184
2024
Q4 		$350M Sell
11,477,300
-6,901,700
-38% -$251M 0.08% 145
2024
Q3 		$765M Buy
18,379,000
+3,425,000
+23% +$208M 0.17% 62
2024
Q2 		$1.23B Buy
14,954,000
+4,256,000
+40% +$364M 0.28% 38
2024
Q1 		$1.08B Buy
10,698,000
+8,102,000
+312% +$594M 0.23% 40
2023
Q4 		$73.8M Sell
2,596,000
-298,000
-10% -$8.26M 0.02% 513
2023
Q3 		$79.4M Buy
2,894,000
+957,000
+49% +$26.7M 0.03% 399
2023
Q2 		$48.3M Buy
1,937,000
+1,379,000
+247% +$23.1M 0.02% 609
2023
Q1 		$5.95M Sell
558,000
-414,000
-43% -$3.74M ﹤0.01% 2206
2022
Q4 		$7.98M Buy
972,000
+743,000
+324% +$5.66M ﹤0.01% 1873
2022
Q3 		$1.26M Buy
+229,000
New +$1.3M ﹤0.01% 5001

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Jane Street's SMCI Position: Q1 2026 in Review

Jane Street increased its Super Micro Computer (SMCI) stake by 3,368% in Q1 2026, buying an estimated $129M and bringing the position to 4,419,606 shares worth $101M. The position accounts for 0.01% of the portfolio, ranked #636.

Jane Street first reported a position in SMCI in Q4 2013 and has held it in 23 quarters since. The position peaked at $677M in Q2 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Jane Street held 4,419,606 shares of Super Micro Computer worth $101M as of Q1 2026.
  • Jane Street bought 4,292,164 Super Micro Computer shares in Q1 2026, an estimated $129M.
  • Super Micro Computer made up 0.01% of Jane Street's portfolio in Q1 2026, its #636 holding.
  • Jane Street first reported a position in Super Micro Computer in Q4 2013 and has held it in 23 quarters since.
  • Jane Street's Super Micro Computer position peaked at $677M in Q2 2024.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.