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

Yousif 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	$1.51M	Buy	51,599 +253	+0.5%	+$8.06K	0.02%	827
2026 Q1	$1.17M	Buy	51,346 +138	+0.3%	+$4.14K	0.01%	964
2025 Q4	$1.61M	Sell	51,208 -10,396	-17%	-$428K	0.02%	828
2025 Q3	$2.95M	Sell	61,604 -7,363	-11%	-$352K	0.03%	524
2025 Q2	$3.38M	Sell	68,967 -523	-0.8%	-$20.2K	0.04%	469
2025 Q1	$2.38M	Sell	69,490 -1,741	-2%	-$66.1K	0.03%	621
2024 Q4	$2.17M	Sell	71,231 -5,119	-7%	-$186K	0.02%	710
2024 Q3	$3.18M	Sell	76,350 -20	-0%	-$1.22K	0.03%	510
2024 Q2	$6.26M	Sell	76,370 -400	-0.5%	-$34.2K	0.07%	259
2024 Q1	$7.75M	Sell	76,770 -143,580	-65%	-$10.5M	0.09%	222
2023 Q4	$6.26M	Buy	220,350 +8,420	+4%	+$233K	0.07%	259
2023 Q3	$5.81M	Sell	211,930 -12,000	-5%	-$335K	0.07%	258
2023 Q2	$5.58M	Sell	223,930 -13,610	-6%	-$228K	0.07%	278
2023 Q1	$2.53M	Sell	237,540 -3,850	-2%	-$34.7K	0.03%	624
2022 Q4	$1.98M	Buy	+241,390	New	+$1.84M	0.03%	772

Other funds holding SMCI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Yousif Capital Management increased its Super Micro Computer (SMCI) stake by 0.49% in Q2 2026, buying an estimated $8.06K and bringing the position to 51,599 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #827.

Yousif Capital Management first reported a position in SMCI in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.75M in Q1 2024. 129 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Yousif Capital Management held 51,599 shares of Super Micro Computer worth $1.51M as of Q2 2026.
Yousif Capital Management bought 253 Super Micro Computer shares in Q2 2026, an estimated $8.06K.
Super Micro Computer made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #827 holding.
Yousif Capital Management first reported a position in Super Micro Computer in Q4 2022 and has held it in 15 quarters since.
Yousif Capital Management's Super Micro Computer position peaked at $7.75M in Q1 2024.
129 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.