Murchinson’s Super Micro Computer SMCI Stock Holding History

Murchinson’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 Q2	–	Sell	-12,500	Closed	-$428K	–	96
2025 Q1	$428K	Buy	+12,500	New	+$474K	0.02%	70

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Murchinson's SMCI Position: Q2 2025 in Review

Murchinson sold out of Super Micro Computer (SMCI) in Q2 2025, closing a stake of 12,500 shares — an estimated $428K sold.

Murchinson first reported a position in SMCI in Q1 2025 and held it in 1 quarter. The position peaked at $428K in Q1 2025. 834 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

Murchinson reported no remaining Super Micro Computer position as of Q2 2025 after selling out during the quarter.
Murchinson sold 12,500 Super Micro Computer shares in Q2 2025, an estimated $428K.
Murchinson first reported a position in Super Micro Computer in Q1 2025 and held it in 1 quarter.
Murchinson's Super Micro Computer position peaked at $428K in Q1 2025.
834 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Murchinson's 13F filing for Q2 2025, filed 14 Aug 2025.