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

Tortoise 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
2024
Q4 		– Sell
-1,000
Closed -$31.6K – 897
2024
Q3 		$31.6K Hold
1,000
– – ﹤0.01% 490
2024
Q2 		$11K Buy
+1,000
New +$85.5K ﹤0.01% 616

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tortoise Investment Management's SMCI Position: Q4 2025 in Review

Tortoise Investment Management sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 24 shares — an estimated $1.15K sold.

Tortoise Investment Management first reported a position in SMCI in Q2 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2016. 756 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Tortoise Investment Management reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 24 Super Micro Computer shares in Q4 2025, an estimated $1.15K.
  • Tortoise Investment Management first reported a position in Super Micro Computer in Q2 2016 and held it in 3 quarters.
  • Tortoise Investment Management's Super Micro Computer position peaked at $3K in Q2 2016.
  • 756 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.