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RBF Capital’s Super Micro Computer SMCI Stock Holding History

RBF Capital’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
2025
Q3 		– Sell
-30,000
Closed -$1.47M – 616
2025
Q2 		$1.47M Sell
30,000
-6,000
-17% -$231K 0.07% 244
2025
Q1 		$1.23M Sell
36,000
-4,000
-10% -$152K 0.07% 260
2024
Q4 		$1.22M Sell
40,000
-240,000
-86% -$8.72M 0.06% 262
2024
Q3 		$1.17M Buy
+280,000
New +$17M 0.06% 274

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RBF Capital's SMCI Position: Q2 2024 in Review

RBF Capital sold out of Super Micro Computer (SMCI) in Q2 2024, closing a stake of 83,620 shares — an estimated $8.45M sold.

RBF Capital first reported a position in SMCI in Q1 2020 and held it in 16 quarters. The position peaked at $98.8M in Q2 2023. 1,004 funds tracked by Wall St. Rank hold SMCI as of Q2 2024.

  • RBF Capital reported no remaining Super Micro Computer position as of Q2 2024 after selling out during the quarter.
  • RBF Capital sold 83,620 Super Micro Computer shares in Q2 2024, an estimated $8.45M.
  • RBF Capital first reported a position in Super Micro Computer in Q1 2020 and held it in 16 quarters.
  • RBF Capital's Super Micro Computer position peaked at $98.8M in Q2 2023.
  • 1,004 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2024.

Based on RBF Capital's 13F filing for Q2 2024, filed 14 Aug 2024.