Mezzasalma Advisors’s Super Micro Computer SMCI Stock Holding History

Mezzasalma Advisors’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	$501K	Sell	17,067 -4,536	-21%	-$145K	0.1%	114
2026 Q1	$492K	Sell	21,603 -360	-2%	-$10.8K	0.13%	101
2025 Q4	$680K	Sell	21,963 -2,818	-11%	-$116K	0.16%	80
2025 Q3	$1.19M	Sell	24,781 -4,450	-15%	-$212K	0.3%	51
2025 Q2	$1.43M	Sell	29,231 -3,420	-10%	-$132K	0.43%	42
2025 Q1	$1.12M	Sell	32,651 -2,496	-7%	-$94.7K	0.39%	45
2024 Q4	$1.07M	Buy	+35,147	New	+$1.28M	0.35%	46
2024 Q3	–	Sell	-43,430	Closed	-$3.56M	–	87
2024 Q2	$3.56M	Buy	43,430 +18,160	+72%	+$1.55M	1.53%	17
2024 Q1	$2.55M	Buy	+25,270	New	+$1.85M	1.21%	17

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

Mezzasalma Advisors's SMCI Position: Q2 2026 in Review

Mezzasalma Advisors reduced its Super Micro Computer (SMCI) stake by 21% in Q2 2026, selling an estimated $145K and leaving 17,067 shares worth $501K. The position accounts for 0.1% of the portfolio, ranked #114.

Mezzasalma Advisors first reported a position in SMCI in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.56M in Q2 2024. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Mezzasalma Advisors held 17,067 shares of Super Micro Computer worth $501K as of Q2 2026.
Mezzasalma Advisors sold 4,536 Super Micro Computer shares in Q2 2026, an estimated $145K.
Super Micro Computer made up 0.1% of Mezzasalma Advisors's portfolio in Q2 2026, its #114 holding.
Mezzasalma Advisors first reported a position in Super Micro Computer in Q1 2024 and has held it in 9 quarters since.
Mezzasalma Advisors's Super Micro Computer position peaked at $3.56M in Q2 2024.
772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.