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Kerrisdale Advisers’s Super Micro Computer SMCI Stock Holding History

Kerrisdale Advisers’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
-35,335
Closed -$805K – 132
2026
Q1 		$805K Buy
+35,335
New +$1.06M 0.31% 71
2024
Q4 		– Sell
-41,650
Closed -$1.73M – 100
2024
Q3 		$1.73M Buy
+41,650
New +$2.53M 0.59% 44

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

Kerrisdale Advisers's SMCI Position: Q2 2026 in Review

Kerrisdale Advisers sold out of Super Micro Computer (SMCI) in Q2 2026, closing a stake of 35,335 shares — an estimated $805K sold.

Kerrisdale Advisers first reported a position in SMCI in Q3 2024 and held it in 2 quarters. The position peaked at $1.73M in Q3 2024. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Kerrisdale Advisers reported no remaining Super Micro Computer position as of Q2 2026 after selling out during the quarter.
  • Kerrisdale Advisers sold 35,335 Super Micro Computer shares in Q2 2026, an estimated $805K.
  • Kerrisdale Advisers first reported a position in Super Micro Computer in Q3 2024 and held it in 2 quarters.
  • Kerrisdale Advisers's Super Micro Computer position peaked at $1.73M in Q3 2024.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.