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TCW Group’s Super Micro Computer SMCI Stock Holding History

TCW Group’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
Q1 		– Sell
-8,301
Closed -$243K – 656
2025
Q4 		$243K Sell
8,301
-83,459
-91% -$3.44M ﹤0.01% 612
2025
Q3 		$4.4M Sell
91,760
-11,501
-11% -$549K 0.04% 155
2025
Q2 		$5.06M Sell
103,261
-111,590
-52% -$4.3M 0.04% 178
2025
Q1 		$7.36M Buy
+214,851
New +$8.15M 0.07% 147
2024
Q3 		– Sell
-126,770
Closed -$10.4M – 369
2024
Q2 		$10.4M Buy
126,770
+3,970
+3% +$339K 0.09% 134
2024
Q1 		$12.4M Buy
+122,800
New +$9M 0.13% 121

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

TCW Group's SMCI Position: Q1 2026 in Review

TCW Group sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 8,301 shares — an estimated $243K sold.

TCW Group first reported a position in SMCI in Q1 2024 and held it in 6 quarters. The position peaked at $12.4M in Q1 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • TCW Group reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • TCW Group sold 8,301 Super Micro Computer shares in Q1 2026, an estimated $243K.
  • TCW Group first reported a position in Super Micro Computer in Q1 2024 and held it in 6 quarters.
  • TCW Group's Super Micro Computer position peaked at $12.4M in Q1 2024.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on TCW Group's 13F filing for Q1 2026, filed 14 May 2026.