PCM
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Polymer Capital Management’s Super Micro Computer SMCI Stock Holding History

Polymer 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 		$619K Buy
+21,092
New +$672K 0.08% 286
2026
Q1 		– Sell
-40,790
Closed -$1.19M – 1009
2025
Q4 		$1.19M Buy
40,790
+25,242
+162% +$1.04M 0.13% 202
2025
Q3 		$745K Sell
15,548
-108,773
-87% -$5.19M 0.08% 297
2025
Q2 		$6.09M Buy
+124,321
New +$4.79M 0.72% 29

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

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

Polymer Capital Management opened a new position in Super Micro Computer (SMCI) in Q2 2026: 21,092 shares worth $619K. The stake represents 0.08% of the portfolio and ranks #286 among its holdings. This is a return to the name: Polymer Capital Management previously reported a position in SMCI as recently as Q4 2025.

Polymer Capital Management first reported a position in SMCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.09M in Q2 2025. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Polymer Capital Management held 21,092 shares of Super Micro Computer worth $619K as of Q2 2026.
  • Super Micro Computer was a new Polymer Capital Management position in Q2 2026.
  • Super Micro Computer made up 0.08% of Polymer Capital Management's portfolio in Q2 2026, its #286 holding.
  • Polymer Capital Management first reported a position in Super Micro Computer in Q2 2025 and has held it in 4 quarters since.
  • Polymer Capital Management's Super Micro Computer position peaked at $6.09M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.