QL
SMCI icon

Quarry LP’s Super Micro Computer SMCI Stock Holding History

Quarry LP’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 		$22.3K Sell
760
-6,468
-89% -$206K ﹤0.01% 824
2026
Q1 		$165K Buy
+7,228
New +$217K 0.03% 371
2025
Q4 		– Sell
-487
Closed -$23.3K – 2576
2025
Q3 		$23.3K Sell
487
-13,130
-96% -$627K 0.01% 1305
2025
Q2 		$667K Buy
13,617
+11,547
+558% +$445K 0.14% 122
2025
Q1 		$70.9K Buy
2,070
+964
+87% +$36.6K 0.02% 652
2024
Q4 		$33.7K Buy
+1,106
New +$40.2K ﹤0.01% 963
2024
Q3 		– Sell
-1,190
Closed -$97.5K – 2046
2024
Q2 		$97.5K Buy
1,190
+1,170
+5,850% +$100K 0.03% 355
2024
Q1 		$2.02K Sell
20
-190
-90% -$13.9K ﹤0.01% 1496
2023
Q4 		$5.97K Buy
+210
New +$5.82K ﹤0.01% 1215

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

Quarry LP's SMCI Position: Q2 2026 in Review

Quarry LP reduced its Super Micro Computer (SMCI) stake by 89% in Q2 2026, selling an estimated $206K and leaving 760 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Quarry LP first reported a position in SMCI in Q4 2023 and has held it in 9 quarters since. The position peaked at $667K in Q2 2025. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Quarry LP held 760 shares of Super Micro Computer worth $22.3K as of Q2 2026.
  • Quarry LP sold 6,468 Super Micro Computer shares in Q2 2026, an estimated $206K.
  • Super Micro Computer made up ﹤0.01% of Quarry LP's portfolio in Q2 2026, its #824 holding.
  • Quarry LP first reported a position in Super Micro Computer in Q4 2023 and has held it in 9 quarters since.
  • Quarry LP's Super Micro Computer position peaked at $667K in Q2 2025.
  • 772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Quarry LP's 13F filing for Q2 2026, filed 14 Aug 2026.