Oakum Bay Capital’s Super Micro Computer SMCI Stock Holding History

Oakum Bay Capital’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	$23	Hold	1	–	–	﹤0.01%	88
2025 Q4	$29	Buy	+1	New	+$41	﹤0.01%	78

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Defiance ETFs New York $7.37B AUM

Oakum Bay Capital's SMCI Position: Q1 2026 in Review

Oakum Bay Capital held its Super Micro Computer (SMCI) position steady in Q1 2026 at 1 share worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #88.

Oakum Bay Capital first reported a position in SMCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $29 in Q4 2025. 709 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

Oakum Bay Capital held 1 share of Super Micro Computer worth $23 as of Q1 2026.
Oakum Bay Capital left its Super Micro Computer share count unchanged in Q1 2026.
Super Micro Computer made up ﹤0.01% of Oakum Bay Capital's portfolio in Q1 2026, its #88 holding.
Oakum Bay Capital first reported a position in Super Micro Computer in Q4 2025 and has held it in 2 quarters since.
Oakum Bay Capital's Super Micro Computer position peaked at $29 in Q4 2025.
709 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.