WRCM
SMCI icon

Whale Rock Capital Management’s Super Micro Computer SMCI Stock Holding History

Whale Rock 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
2025
Q3 		– Sell
-556,519
Closed -$27.3M – 44
2025
Q2 		$27.3M Buy
+556,519
New +$21.5M 0.38% 40
2024
Q1 		– Sell
-3,137,750
Closed -$89.2M – 43
2023
Q4 		$89.2M Sell
3,137,750
-801,250
-20% -$22.2M 1.59% 24
2023
Q3 		$108M Sell
3,939,000
-508,830
-11% -$14.2M 2.18% 19
2023
Q2 		$111M Sell
4,447,830
-3,466,830
-44% -$58.1M 1.91% 23
2023
Q1 		$84.3M Buy
7,914,660
+2,328,260
+42% +$21M 1.86% 22
2022
Q4 		$45.9M Buy
+5,586,400
New +$42.5M 1.54% 22

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return