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LMR Partners’s Super Micro Computer SMCI Stock Holding History

LMR Partners’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
2025
Q4 		– Sell
-42,700
Closed -$2.05M – 1707
2025
Q3 		$2.05M Buy
42,700
+36,300
+567% +$1.73M 0.01% 724
2025
Q2 		$314K Buy
+6,400
New +$247K ﹤0.01% 1046
2025
Q1 		– Sell
-234,300
Closed -$7.14M – 1610
2024
Q4 		$7.14M Buy
+234,300
New +$8.52M 0.06% 308

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

LMR Partners's SMCI Position: Q2 2026 in Review

LMR Partners increased its Super Micro Computer (SMCI) stake by 1,876% in Q2 2026, buying an estimated $5.98M and bringing the position to 197,623 shares worth $5.8M. The position accounts for 0.02% of the portfolio, ranked #591.

LMR Partners first reported a position in SMCI in Q3 2023 and has held it in 5 quarters since. The position peaked at $12.1M in Q3 2023. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • LMR Partners held 197,623 shares of Super Micro Computer worth $5.8M as of Q2 2026.
  • LMR Partners bought 187,623 Super Micro Computer shares in Q2 2026, an estimated $5.98M.
  • Super Micro Computer made up 0.02% of LMR Partners's portfolio in Q2 2026, its #591 holding.
  • LMR Partners first reported a position in Super Micro Computer in Q3 2023 and has held it in 5 quarters since.
  • LMR Partners's Super Micro Computer position peaked at $12.1M in Q3 2023.
  • 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.