Macquarie Group’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 | $1.05M | Buy |
35,737
+9,594
| +37% | +$306K | ﹤0.01% | 643 |
|
|
2026
Q1 | $595K | Sell |
26,143
-50,435
| -66% | -$1.51M | ﹤0.01% | 688 |
|
|
2025
Q4 | $2.24M | Sell |
76,578
-2,664
| -3% | -$110K | 0.01% | 554 |
|
|
2025
Q3 | $3.8M | Sell |
79,242
-27,998
| -26% | -$1.34M | ﹤0.01% | 1005 |
|
|
2025
Q2 | $5.26M | Sell |
107,240
-14,071
| -12% | -$542K | 0.01% | 975 |
|
|
2025
Q1 | $4.15M | Buy |
121,311
+36,218
| +43% | +$1.37M | 0.01% | 1025 |
|
|
2024
Q4 | $2M | Buy |
85,093
+83,093
| +4,155% | +$3.02M | ﹤0.01% | 1192 |
|
|
2024
Q3 | $83.3K | Sell |
2,000
-119,890
| -98% | -$7.3M | ﹤0.01% | 1589 |
|
|
2024
Q2 | $9.99M | Sell |
121,890
-236,350
| -66% | -$20.2M | 0.01% | 815 |
|
|
2024
Q1 | $36.2M | Sell |
358,240
-421,270
| -54% | -$30.9M | 0.04% | 524 |
|
|
2023
Q4 | $22.2M | Sell |
779,510
-455,740
| -37% | -$12.6M | 0.03% | 646 |
|
|
2023
Q3 | $33.9M | Buy |
1,235,250
+137,870
| +13% | +$3.84M | 0.04% | 517 |
|
|
2023
Q2 | $27.4M | Buy |
+1,097,380
| New | +$18.4M | 0.03% | 581 |
|
|
2022
Q3 | – | Sell |
-6,540
| Closed | -$37.3K | – | 2037 |
|
|
2022
Q2 | $26K | Hold |
6,540
| – | – | ﹤0.01% | 2234 |
|
|
2022
Q1 | $25K | Hold |
6,540
| – | – | ﹤0.01% | 2337 |
|
|
2021
Q4 | $29K | Hold |
6,540
| – | – | ﹤0.01% | 2313 |
|
|
2021
Q3 | $24K | Hold |
6,540
| – | – | ﹤0.01% | 2419 |
|
|
2021
Q2 | $23K | Hold |
6,540
| – | – | ﹤0.01% | 2341 |
|
|
2021
Q1 | $26K | Sell |
6,540
-3,100
| -32% | -$10.5K | ﹤0.01% | 2224 |
|
|
2020
Q4 | $31K | Hold |
9,640
| – | – | ﹤0.01% | 2144 |
|
|
2020
Q3 | $25K | Hold |
9,640
| – | – | ﹤0.01% | 2126 |
|
|
2020
Q2 | $27K | Sell |
9,640
-224,530
| -96% | -$565K | ﹤0.01% | 2091 |
|
|
2020
Q1 | $498K | Buy |
+234,170
| New | +$595K | ﹤0.01% | 1271 |
|
|
2018
Q4 | – | Sell |
-20,275,590
| Closed | -$41.8M | – | 2336 |
|
|
2018
Q3 | $41.8M | Buy |
20,275,590
+342,410
| +2% | +$753K | 0.07% | 304 |
|
|
2018
Q2 | $47.1M | Buy |
19,933,180
+49,390
| +0.2% | +$108K | 0.08% | 254 |
|
|
2018
Q1 | $33.8M | Sell |
19,883,790
-17,960
| -0.1% | -$36K | 0.06% | 335 |
|
|
2017
Q4 | $41.6M | Buy |
19,901,750
+5,203,790
| +35% | +$11.2M | 0.07% | 266 |
|
|
2017
Q3 | $32.5M | Buy |
14,697,960
+1,002,340
| +7% | +$2.56M | 0.06% | 335 |
|
|
2017
Q2 | $33.8M | Buy |
13,695,620
+419,720
| +3% | +$1.03M | 0.06% | 298 |
|
|
2017
Q1 | $33.7M | Buy |
13,275,900
+412,500
| +3% | +$1.09M | 0.06% | 290 |
|
|
2016
Q4 | $36.1M | Buy |
12,863,400
+81,060
| +0.6% | +$204K | 0.07% | 253 |
|
|
2016
Q3 | $29.9M | Sell |
12,782,340
-92,560
| -0.7% | -$206K | 0.06% | 302 |
|
|
2016
Q2 | $32M | Buy |
12,874,900
+100,350
| +0.8% | +$275K | 0.06% | 257 |
|
|
2016
Q1 | $43.5M | Sell |
12,774,550
-968,120
| -7% | -$2.9M | 0.09% | 193 |
|
|
2015
Q4 | $33.7M | Buy |
13,742,670
+65,900
| +0.5% | +$172K | 0.07% | 244 |
|
|
2015
Q3 | $37.3M | Buy |
13,676,770
+2,131,000
| +18% | +$5.67M | 0.08% | 221 |
|
|
2015
Q2 | $34.2M | Buy |
+11,545,770
| New | +$38M | 0.07% | 264 |
|
Other funds holding SMCI
Macquarie Group's SMCI Position: Q2 2026 in Review
Macquarie Group increased its Super Micro Computer (SMCI) stake by 37% in Q2 2026, buying an estimated $306K and bringing the position to 35,737 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #643.
Macquarie Group first reported a position in SMCI in Q2 2015 and has held it in 37 quarters since. The position peaked at $47.1M in Q2 2018. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.
- Macquarie Group held 35,737 shares of Super Micro Computer worth $1.05M as of Q2 2026.
- Macquarie Group bought 9,594 Super Micro Computer shares in Q2 2026, an estimated $306K.
- Super Micro Computer made up ﹤0.01% of Macquarie Group's portfolio in Q2 2026, its #643 holding.
- Macquarie Group first reported a position in Super Micro Computer in Q2 2015 and has held it in 37 quarters since.
- Macquarie Group's Super Micro Computer position peaked at $47.1M in Q2 2018.
- 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.
Based on Macquarie Group's 13F filing for Q2 2026, filed 14 Aug 2026.