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SMCI icon

&Partners’s Super Micro Computer SMCI Stock Holding History

&Partners’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 		$808K Sell
27,551
-20,821
-43% -$663K ﹤0.01% 1546
2026
Q1 		$1.1M Buy
48,372
+18,597
+62% +$558K 0.01% 1243
2025
Q4 		$850K Buy
29,775
+1,944
+7% +$80K ﹤0.01% 1313
2025
Q3 		$1.33M Sell
27,831
-10,631
-28% -$508K 0.01% 954
2025
Q2 		$1.6M Buy
38,462
+9,593
+33% +$370K 0.01% 765
2025
Q1 		$989K Buy
28,869
+16,430
+132% +$623K 0.01% 836
2024
Q4 		$419K Buy
+12,439
New +$452K 0.01% 1152

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

&Partners's SMCI Position: Q2 2026 in Review

&Partners reduced its Super Micro Computer (SMCI) stake by 43% in Q2 2026, selling an estimated $663K and leaving 27,551 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

&Partners first reported a position in SMCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q2 2025. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • &Partners held 27,551 shares of Super Micro Computer worth $808K as of Q2 2026.
  • &Partners sold 20,821 Super Micro Computer shares in Q2 2026, an estimated $663K.
  • Super Micro Computer made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1546 holding.
  • &Partners first reported a position in Super Micro Computer in Q4 2024 and has held it in 7 quarters since.
  • &Partners's Super Micro Computer position peaked at $1.6M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.