MV Capital Management’s Super Micro Computer SMCI Stock Holding History

MV Capital Management’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	$3.55K	Buy	121 +46	+61%	+$1.47K	﹤0.01%	711
2026 Q1	$1.71K	Sell	75 -170	-69%	-$5.1K	﹤0.01%	772
2025 Q4	$7.17K	Sell	245 -70	-22%	-$2.88K	﹤0.01%	571
2025 Q3	$15.1K	Buy	315 +4	+1%	+$191	﹤0.01%	464
2025 Q2	$15.2K	Sell	311 -34	-10%	-$1.31K	﹤0.01%	475
2025 Q1	$11.8K	Buy	345 +158	+84%	+$6K	﹤0.01%	497
2024 Q4	$5.7K	Sell	187 -13	-7%	-$472	﹤0.01%	594
2024 Q3	$8.33K	Buy	200 +50	+33%	+$3.04K	﹤0.01%	568
2024 Q2	$12.3K	Buy	+150	New	+$12.8K	﹤0.01%	495

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

MV Capital Management's SMCI Position: Q2 2026 in Review

MV Capital Management increased its Super Micro Computer (SMCI) stake by 61% in Q2 2026, buying an estimated $1.47K and bringing the position to 121 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

MV Capital Management first reported a position in SMCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.2K in Q2 2025. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

MV Capital Management held 121 shares of Super Micro Computer worth $3.55K as of Q2 2026.
MV Capital Management bought 46 Super Micro Computer shares in Q2 2026, an estimated $1.47K.
Super Micro Computer made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #711 holding.
MV Capital Management first reported a position in Super Micro Computer in Q2 2024 and has held it in 9 quarters since.
MV Capital Management's Super Micro Computer position peaked at $15.2K in Q2 2025.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.