Rowlandmiller & Partners’s Super Micro Computer SMCI Stock Holding History

Rowlandmiller & Partners’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	$2.65M	Buy	90,280 +1,065	+1%	+$33.9K	0.48%	50
2026 Q1	$2.03M	Sell	89,215 -8,418	-9%	-$253K	0.41%	53
2025 Q4	$2.86M	Buy	97,633 +2,510	+3%	+$103K	0.55%	47
2025 Q3	$4.56M	Buy	95,123 +3,910	+4%	+$187K	0.9%	30
2025 Q2	$4.47M	Buy	91,213 +5,688	+7%	+$219K	0.92%	32
2025 Q1	$2.93M	Buy	85,525 +29,225	+52%	+$1.11M	0.62%	44
2024 Q4	$1.72M	Buy	56,300 +15,470	+38%	+$562K	0.36%	62
2024 Q3	$1.7M	Buy	+40,830	New	+$2.49M	0.35%	63

Other funds holding SMCI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Rowlandmiller & Partners's SMCI Position: Q2 2026 in Review

Rowlandmiller & Partners increased its Super Micro Computer (SMCI) stake by 1.2% in Q2 2026, buying an estimated $33.9K and bringing the position to 90,280 shares worth $2.65M. The position accounts for 0.48% of the portfolio, ranked #50.

Rowlandmiller & Partners first reported a position in SMCI in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.56M in Q3 2025. 145 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Rowlandmiller & Partners held 90,280 shares of Super Micro Computer worth $2.65M as of Q2 2026.
Rowlandmiller & Partners bought 1,065 Super Micro Computer shares in Q2 2026, an estimated $33.9K.
Super Micro Computer made up 0.48% of Rowlandmiller & Partners's portfolio in Q2 2026, its #50 holding.
Rowlandmiller & Partners first reported a position in Super Micro Computer in Q3 2024 and has held it in 8 quarters since.
Rowlandmiller & Partners's Super Micro Computer position peaked at $4.56M in Q3 2025.
145 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.