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
2026 Q2	$82M	Buy	2,795,000 +625,500	+29%	+$19.9M	0.31%	63
2026 Q1	$49.4M	Sell	2,169,500 -481,800	-18%	-$14.5M	0.11%	100
2025 Q4	$77.6M	Buy	2,651,300 +1,960,600	+284%	+$80.7M	0.15%	63
2025 Q3	$33.1M	Buy	690,700 +678,300	+5,470%	+$32.4M	0.15%	112
2025 Q2	$608K	Sell	12,400 -74,900	-86%	-$2.89M	﹤0.01%	899
2025 Q1	$2.99M	Hold	87,300	–	–	0.03%	562
2024 Q4	$2.66M	Buy	+87,300	New	+$3.17M	0.02%	527
2024 Q2	–	Sell	-61,000	Closed	-$6.16M	–	1291
2024 Q1	$6.16M	Buy	+61,000	New	+$4.47M	0.06%	272

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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.