Seelaus Asset Management’s Super Micro Computer SMCI Stock Holding History

Seelaus Asset 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	$589K	Sell	20,069 -1,016	-5%	-$32.4K	0.41%	63
2026 Q1	$480K	Buy	21,085 +10,370	+97%	+$311K	0.35%	84
2025 Q4	$314K	Sell	10,715 -360	-3%	-$14.8K	0.25%	116
2025 Q3	$531K	Buy	11,075 +1,715	+18%	+$81.9K	0.42%	72
2025 Q2	$459K	Buy	+9,360	New	+$361K	0.41%	76

Other funds holding SMCI

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Seelaus Asset Management's SMCI Position: Q2 2026 in Review

Seelaus Asset Management reduced its Super Micro Computer (SMCI) stake by 4.8% in Q2 2026, selling an estimated $32.4K and leaving 20,069 shares worth $589K. The position accounts for 0.41% of the portfolio, ranked #63.

Seelaus Asset Management first reported a position in SMCI in Q2 2025 and has held it in 5 quarters since. 272 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Seelaus Asset Management held 20,069 shares of Super Micro Computer worth $589K as of Q2 2026.
Seelaus Asset Management sold 1,016 Super Micro Computer shares in Q2 2026, an estimated $32.4K.
Super Micro Computer made up 0.41% of Seelaus Asset Management's portfolio in Q2 2026, its #63 holding.
Seelaus Asset Management first reported a position in Super Micro Computer in Q2 2025 and has held it in 5 quarters since.
272 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Seelaus Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.