John Overdeck’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $287M | Buy |
9,783,845
+8,876,913
| +979% | +$283M | 0.21% | 101 |
|
|
2026
Q1 | $20.7M | Buy |
906,932
+745,788
| +463% | +$22.4M | 0.02% | 928 |
|
|
2025
Q4 | $4.72M | Sell |
161,144
-933,190
| -85% | -$38.4M | 0.01% | 1764 |
|
|
2025
Q3 | $52.5M | Buy |
1,094,334
+922,015
| +535% | +$44M | 0.08% | 315 |
|
|
2025
Q2 | $8.45M | Sell |
172,319
-75
| -0% | -$2.89K | 0.02% | 918 |
|
|
2025
Q1 | $5.9M | Buy |
172,394
+4,109
| +2% | +$156K | 0.01% | 1031 |
|
|
2024
Q4 | $5.13M | Buy |
+168,285
| New | +$6.12M | 0.01% | 1085 |
|
|
2024
Q1 | – | Sell |
-199,000
| Closed | -$5.66M | – | 3360 |
|
|
2023
Q4 | $5.66M | Hold |
199,000
| – | – | 0.01% | 925 |
|
|
2023
Q3 | $5.46M | Sell |
199,000
-410,500
| -67% | -$11.4M | 0.01% | 855 |
|
|
2023
Q2 | $15.2M | Buy |
609,500
+410,500
| +206% | +$6.88M | 0.04% | 490 |
|
|
2023
Q1 | $2.12M | Sell |
199,000
-1,526,860
| -88% | -$13.8M | 0.01% | 1348 |
|
|
2022
Q4 | $14.2M | Buy |
1,725,860
+527,150
| +44% | +$4.01M | 0.04% | 444 |
|
|
2022
Q3 | $6.6M | Buy |
1,198,710
+937,100
| +358% | +$5.34M | 0.02% | 647 |
|
|
2022
Q2 | $1.06M | Buy |
+261,610
| New | +$1.19M | ﹤0.01% | 1521 |
|
|
2022
Q1 | – | Sell |
-1,057,200
| Closed | -$4.65M | – | 4151 |
|
|
2021
Q4 | $4.65M | Buy |
1,057,200
+33,660
| +3% | +$136K | 0.01% | 1235 |
|
|
2021
Q3 | $3.74M | Buy |
1,023,540
+631,620
| +161% | +$2.29M | 0.01% | 1452 |
|
|
2021
Q2 | $1.38M | Buy |
391,920
+297,920
| +317% | +$1.1M | ﹤0.01% | 2198 |
|
|
2021
Q1 | $367K | Sell |
94,000
-93,290
| -50% | -$317K | ﹤0.01% | 3182 |
|
|
2020
Q4 | $593K | Buy |
+187,290
| New | +$528K | ﹤0.01% | 2383 |
|
|
2020
Q3 | – | Sell |
-302,790
| Closed | -$860K | – | 3511 |
|
|
2020
Q2 | $860K | Buy |
302,790
+30,870
| +11% | +$77.7K | ﹤0.01% | 1631 |
|
|
2020
Q1 | $579K | Buy |
+271,920
| New | +$691K | ﹤0.01% | 1818 |
|
|
2017
Q3 | – | Sell |
-197,050
| Closed | -$486K | – | 3151 |
|
|
2017
Q2 | $486K | Buy |
+197,050
| New | +$482K | ﹤0.01% | 2354 |
|
|
2017
Q1 | – | Sell |
-530,860
| Closed | -$1.49M | – | 3289 |
|
|
2016
Q4 | $1.49M | Buy |
+530,860
| New | +$1.34M | 0.01% | 1711 |
|
|
2016
Q2 | – | Sell |
-331,160
| Closed | -$1.13M | – | 3207 |
|
|
2016
Q1 | $1.13M | Sell |
331,160
-434,380
| -57% | -$1.3M | 0.01% | 1523 |
|
|
2015
Q4 | $1.88M | Buy |
765,540
+368,100
| +93% | +$961K | 0.01% | 1119 |
|
|
2015
Q3 | $1.08M | Buy |
397,440
+208,540
| +110% | +$555K | 0.01% | 1150 |
|
|
2015
Q2 | $559K | Buy |
+188,900
| New | +$622K | ﹤0.01% | 2048 |
|
|
2015
Q1 | – | Sell |
-338,000
| Closed | -$1.18M | – | 2833 |
|
|
2014
Q4 | $1.18M | Buy |
+338,000
| New | +$1.06M | 0.01% | 1297 |
|
|
2014
Q3 | – | Sell |
-248,880
| Closed | -$629K | – | 2030 |
|
|
2014
Q2 | $629K | Sell |
248,880
-198,610
| -44% | -$411K | ﹤0.01% | 1503 |
|
|
2014
Q1 | $777K | Sell |
447,490
-798,720
| -64% | -$1.56M | ﹤0.01% | 1310 |
|
|
2013
Q4 | $2.14M | Buy |
1,246,210
+629,750
| +102% | +$951K | 0.01% | 964 |
|
|
2013
Q3 | $835K | Buy |
616,460
+199,220
| +48% | +$251K | 0.01% | 1097 |
|
|
2013
Q2 | $444K | Buy |
+417,240
| New | +$431K | ﹤0.01% | 1468 |
|
Other funds holding SMCI
John Overdeck's SMCI Position: Q2 2026 in Review
John Overdeck increased its Super Micro Computer (SMCI) stake by 979% in Q2 2026, buying an estimated $283M and bringing the position to 9,783,845 shares worth $287M. The position accounts for 0.21% of the portfolio, ranked #101.
John Overdeck first reported a position in SMCI in Q2 2013 and has held it in 33 quarters since. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.
- John Overdeck held 9,783,845 shares of Super Micro Computer worth $287M as of Q2 2026.
- John Overdeck bought 8,876,913 Super Micro Computer shares in Q2 2026, an estimated $283M.
- Super Micro Computer made up 0.21% of John Overdeck's portfolio in Q2 2026, its #101 holding.
- John Overdeck first reported a position in Super Micro Computer in Q2 2013 and has held it in 33 quarters since.
- 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.