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

QRG 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	$2.64M	Buy	90,158 +13,476	+18%	+$429K	0.02%	420
2026 Q1	$1.75M	Buy	76,682 +9,470	+14%	+$284K	0.02%	449
2025 Q4	$1.97M	Buy	67,212 +38,820	+137%	+$1.6M	0.02%	411
2025 Q3	$1.36M	Sell	28,392 -37,855	-57%	-$1.81M	0.02%	461
2025 Q2	$3.25M	Buy	66,247 +48,377	+271%	+$1.86M	0.03%	387
2025 Q1	$612K	Buy	17,870 +1,594	+10%	+$60.5K	0.01%	702
2024 Q4	$496K	Buy	+16,276	New	+$592K	0.01%	768
2024 Q3	–	Sell	-5,750	Closed	-$471K	–	1115
2024 Q2	$471K	Sell	5,750 -4,280	-43%	-$366K	0.01%	753
2024 Q1	$1.01M	Sell	10,030 -12,180	-55%	-$892K	0.01%	551
2023 Q4	$631K	Buy	22,210 +960	+5%	+$26.6K	0.01%	647
2023 Q3	$583K	Buy	+21,250	New	+$593K	0.01%	614

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 $3.38T AUM 44.17% 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

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

QRG Capital Management increased its Super Micro Computer (SMCI) stake by 18% in Q2 2026, buying an estimated $429K and bringing the position to 90,158 shares worth $2.64M. The position accounts for 0.02% of the portfolio, ranked #420.

QRG Capital Management first reported a position in SMCI in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.25M in Q2 2025. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

QRG Capital Management held 90,158 shares of Super Micro Computer worth $2.64M as of Q2 2026.
QRG Capital Management bought 13,476 Super Micro Computer shares in Q2 2026, an estimated $429K.
Super Micro Computer made up 0.02% of QRG Capital Management's portfolio in Q2 2026, its #420 holding.
QRG Capital Management first reported a position in Super Micro Computer in Q3 2023 and has held it in 11 quarters since.
QRG Capital Management's Super Micro Computer position peaked at $3.25M in Q2 2025.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

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