TCM
SMCI icon

Tradewinds Capital Management’s Super Micro Computer SMCI Stock Holding History

Tradewinds Capital 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 		$461K Hold
15,718
– – 0.08% 75
2026
Q1 		$358K Hold
15,718
– – 0.07% 77
2025
Q4 		$460K Hold
15,718
– – 0.1% 69
2025
Q3 		$754K Buy
15,718
+646
+4% +$30.8K 0.17% 53
2025
Q2 		$739K Hold
15,072
– – 0.19% 48
2025
Q1 		$516K Sell
15,072
-50
-0.3% -$1.9K 0.14% 58
2024
Q4 		$461K Buy
+15,122
New +$550K 0.12% 70
2024
Q3 		– Sell
-16,230
Closed -$1.33M – 649
2024
Q2 		$1.33M Buy
16,230
+270
+2% +$23.1K 0.39% 24
2024
Q1 		$1.61M Sell
15,960
-15,950
-50% -$1.17M 0.45% 21
2023
Q4 		$907K Buy
31,910
+3,660
+13% +$101K 0.36% 25
2023
Q3 		$775K Hold
28,250
– – 0.27% 27
2023
Q2 		$704K Buy
28,250
+4,490
+19% +$75.2K 0.22% 31
2023
Q1 		$253K Buy
23,760
+10,760
+83% +$97.1K 0.08% 44
2022
Q4 		$107K Hold
13,000
– – 0.05% 59
2022
Q3 		$72K Hold
13,000
– – 0.03% 84
2022
Q2 		$52K Hold
13,000
– – 0.02% 108
2022
Q1 		$49K Hold
13,000
– – 0.01% 252
2021
Q4 		$57K Hold
13,000
– – 0.01% 241
2021
Q3 		$48K Hold
13,000
– – 0.01% 248
2021
Q2 		$46K Hold
13,000
– – 0.01% 267
2021
Q1 		$51K Buy
+13,000
New +$44.2K 0.01% 235

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

Tradewinds Capital Management's SMCI Position: Q2 2026 in Review

Tradewinds Capital Management held its Super Micro Computer (SMCI) position steady in Q2 2026 at 15,718 shares worth $461K. The position accounts for 0.08% of the portfolio, ranked #75.

Tradewinds Capital Management first reported a position in SMCI in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.61M in Q1 2024. 767 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Tradewinds Capital Management held 15,718 shares of Super Micro Computer worth $461K as of Q2 2026.
  • Tradewinds Capital Management left its Super Micro Computer share count unchanged in Q2 2026.
  • Super Micro Computer made up 0.08% of Tradewinds Capital Management's portfolio in Q2 2026, its #75 holding.
  • Tradewinds Capital Management first reported a position in Super Micro Computer in Q1 2021 and has held it in 21 quarters since.
  • Tradewinds Capital Management's Super Micro Computer position peaked at $1.61M in Q1 2024.
  • 767 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.