Twin Tree Management’s Super Micro Computer SMCI Stock Holding History

Twin Tree 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	$965K	Buy	32,900 +24,400	+287%	+$777K	0.02%	842
2026 Q1	$194K	Sell	8,500 -5,800	-41%	-$174K	﹤0.01%	1097
2025 Q4	$419K	Sell	14,300 -34,800	-71%	-$1.43M	﹤0.01%	1161
2025 Q3	$2.35M	Sell	49,100 -213,800	-81%	-$10.2M	0.01%	1001
2025 Q2	$12.9M	Sell	262,900 -479,000	-65%	-$18.5M	0.02%	670
2025 Q1	$25.4M	Buy	741,900 +183,600	+33%	+$6.97M	0.05%	350
2024 Q4	$17M	Buy	558,300 +162,300	+41%	+$5.9M	0.03%	521
2024 Q3	$16.5M	Buy	396,000 +255,000	+181%	+$15.5M	0.03%	484
2024 Q2	$11.6M	Buy	+141,000	New	+$12.1M	0.03%	541

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

Twin Tree Management's SMCI Position: Q2 2026 in Review

Twin Tree Management increased its Super Micro Computer (SMCI) stake by 11% in Q2 2026, buying an estimated $220K and bringing the position to 69,273 shares worth $2.03M. The position accounts for 0.04% of the portfolio, ranked #570.

Twin Tree Management first reported a position in SMCI in Q1 2023 and has held it in 13 quarters since. The position peaked at $95.9M in Q1 2024. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Twin Tree Management held 69,273 shares of Super Micro Computer worth $2.03M as of Q2 2026.
Twin Tree Management bought 6,918 Super Micro Computer shares in Q2 2026, an estimated $220K.
Super Micro Computer made up 0.04% of Twin Tree Management's portfolio in Q2 2026, its #570 holding.
Twin Tree Management first reported a position in Super Micro Computer in Q1 2023 and has held it in 13 quarters since.
Twin Tree Management's Super Micro Computer position peaked at $95.9M in Q1 2024.
772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Twin Tree Management's 13F filing for Q2 2026, filed 12 Aug 2026.