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Tairen Capital’s Super Micro Computer SMCI Stock Holding History

Tairen 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
2026
Q2 		$6.99M Buy
+238,300
New +$7.59M 0.62% 26
2025
Q4 		– Sell
-12,000
Closed -$575K – 84
2025
Q3 		$575K Buy
+12,000
New +$573K 0.06% 58

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

Tairen Capital's SMCI Position: Q2 2026 in Review

Tairen Capital opened a new position in Super Micro Computer (SMCI) in Q2 2026: 238,300 shares worth $6.99M. The stake represents 0.62% of the portfolio and ranks #26 among its holdings. This is a return to the name: Tairen Capital previously reported a position in SMCI as recently as Q3 2025.

Tairen Capital first reported a position in SMCI in Q3 2025 and has held it in 2 quarters since. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Tairen Capital held 238,300 shares of Super Micro Computer worth $6.99M as of Q2 2026.
  • Super Micro Computer was a new Tairen Capital position in Q2 2026.
  • Super Micro Computer made up 0.62% of Tairen Capital's portfolio in Q2 2026, its #26 holding.
  • Tairen Capital first reported a position in Super Micro Computer in Q3 2025 and has held it in 2 quarters since.
  • 772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Tairen Capital's 13F filing for Q2 2026, filed 13 Aug 2026.