Rational Advisors’s Super Micro Computer SMCI Stock Holding History

Rational Advisors’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	$799K	Buy	+27,244	New	+$868K	0.07%	99

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 $3.37T AUM 44.26% 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

Rational Advisors's SMCI Position: Q2 2026 in Review

Rational Advisors opened a new position in Super Micro Computer (SMCI) in Q2 2026: 27,244 shares worth $799K. The stake represents 0.07% of the portfolio and ranks #99 among its holdings.

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

Rational Advisors held 27,244 shares of Super Micro Computer worth $799K as of Q2 2026.
Super Micro Computer was a new Rational Advisors position in Q2 2026.
Super Micro Computer made up 0.07% of Rational Advisors's portfolio in Q2 2026, its #99 holding.
765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.