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Thompson David Blair’s Super Micro Computer SMCI Stock Holding History

Thompson David Blair’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 		$370K Buy
+12,614
New +$402K 0.19% 148

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Thompson David Blair's SMCI Position: Q2 2026 in Review

Thompson David Blair opened a new position in Super Micro Computer (SMCI) in Q2 2026: 12,614 shares worth $370K. The stake represents 0.19% of the portfolio and ranks #148 among its holdings.

721 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Thompson David Blair held 12,614 shares of Super Micro Computer worth $370K as of Q2 2026.
  • Super Micro Computer was a new Thompson David Blair position in Q2 2026.
  • Super Micro Computer made up 0.19% of Thompson David Blair's portfolio in Q2 2026, its #148 holding.
  • 721 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.