Tidemark’s Super Micro Computer SMCI Stock Holding History

Tidemark’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	$293	Buy	10 +1	+11%	+$32	﹤0.01%	878
2026 Q1	$205	Buy	9 +6	+200%	+$180	﹤0.01%	865
2025 Q4	$88	Sell	3 -382	-99%	-$15.7K	﹤0.01%	647
2025 Q3	$18.5K	Sell	385 -246	-39%	-$11.7K	0.01%	374
2025 Q2	$30.9K	Buy	631 +496	+367%	+$19.1K	0.01%	300
2025 Q1	$4.62K	Buy	+135	New	+$5.12K	﹤0.01%	535

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Tidemark's SMCI Position: Q2 2026 in Review

Tidemark increased its Super Micro Computer (SMCI) stake by 11% in Q2 2026, buying an estimated $32 and bringing the position to 10 shares worth $293. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Tidemark first reported a position in SMCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $30.9K in Q2 2025. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Tidemark held 10 shares of Super Micro Computer worth $293 as of Q2 2026.
Tidemark bought 1 Super Micro Computer share in Q2 2026, an estimated $32.
Super Micro Computer made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #878 holding.
Tidemark first reported a position in Super Micro Computer in Q1 2025 and has held it in 6 quarters since.
Tidemark's Super Micro Computer position peaked at $30.9K in Q2 2025.
765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.