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Thompson Investment Management’s Super Micro Computer SMCI Stock Holding History

Thompson Investment 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 		$29.3K Sell
1,000
-1,066
-52% -$34K ﹤0.01% 345
2026
Q1 		$47K Buy
2,066
+836
+68% +$25.1K 0.01% 283
2025
Q4 		$36K Sell
1,230
-185
-13% -$7.62K ﹤0.01% 312
2025
Q3 		$67.8K Buy
1,415
+90
+7% +$4.3K 0.01% 243
2025
Q2 		$64.9K Buy
+1,325
New +$51.1K 0.01% 247

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Thompson Investment Management's SMCI Position: Q2 2026 in Review

Thompson Investment Management reduced its Super Micro Computer (SMCI) stake by 52% in Q2 2026, selling an estimated $34K and leaving 1,000 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Thompson Investment Management first reported a position in SMCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $67.8K in Q3 2025. 767 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Thompson Investment Management held 1,000 shares of Super Micro Computer worth $29.3K as of Q2 2026.
  • Thompson Investment Management sold 1,066 Super Micro Computer shares in Q2 2026, an estimated $34K.
  • Super Micro Computer made up ﹤0.01% of Thompson Investment Management's portfolio in Q2 2026, its #345 holding.
  • Thompson Investment Management first reported a position in Super Micro Computer in Q2 2025 and has held it in 5 quarters since.
  • Thompson Investment Management's Super Micro Computer position peaked at $67.8K in Q3 2025.
  • 767 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.