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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
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
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

LMR Partners's SMCI Position: Q1 2026 in Review

LMR Partners opened a new position in Super Micro Computer (SMCI) in Q1 2026: 10,000 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #1181 among its holdings. This is a return to the name: LMR Partners previously reported a position in SMCI as recently as Q3 2025.

LMR Partners first reported a position in SMCI in Q3 2023 and has held it in 4 quarters since. The position peaked at $12.1M in Q3 2023. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • LMR Partners held 10,000 shares of Super Micro Computer worth $228K as of Q1 2026.
  • Super Micro Computer was a new LMR Partners position in Q1 2026.
  • Super Micro Computer made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #1181 holding.
  • LMR Partners first reported a position in Super Micro Computer in Q3 2023 and has held it in 4 quarters since.
  • LMR Partners's Super Micro Computer position peaked at $12.1M in Q3 2023.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.