Which hedge funds own SMCI? SUPER MICRO COMPUTER INC, Q2 2026 13F holders
61 tracked hedge funds disclosed a position in SMCI (SUPER MICRO COMPUTER INC) in their Q2 2026 13F filings, worth $1.6bn in total. The largest holder by portfolio weight is Ghisallo Capital Management LLC at 2.5% of its book. 24 opened a new position this quarter: Ghisallo Capital Management LLC, CenterStar Asset Management, LLC, Proem Advisors LLC, Tairen Capital Ltd. 13 exited: Hawk Ridge Capital Management LP, Oxford Asset Management LLP, Kerrisdale Advisers, LLC.
- 61
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 24
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 13
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $354m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $72.6m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.6bn
- Combined value Sum of the holders' reported positions in the security.
- 4.9%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Hawk Ridge Capital Management LP | 1.9% | $52.9m |
| Oxford Asset Management LLP | 0.5% | $1.3m |
| Kerrisdale Advisers, LLC | 0.3% | $805k |
| Quinn Opportunity Partners LLC | 0.3% | $5.4m |
| Bayforest Capital Ltd | 0.2% | $200k |
| Twinbeech Capital LP | 0.2% | $2.1m |
| Delta Global Management LP | 0.2% | $2.1m |
| Militia Capital Management LLC | 0.1% | $488k |
| Concentric Capital Strategies, LP | 0.05% | $612k |
| ExodusPoint Capital Management, LP | 0.03% | $3.4m |
| Wolverine Asset Management LLC | 0.03% | $2.1m |
| SummitTX Capital, L.P. | 0.03% | $967k |
| Freestone Grove Partners LP | 0.0% | $122k |
Ownership over time
Who discovered SMCI first? Beta
| Plustick Management LLC high conviction | Q4 2024 | +1.2 pts |
| Weiss Asset Management LP | Q1 2025 | +0.2 pts |
| Catalyst Funds Management Pty Ltd | Q2 2024 | +0.2 pts |
| Ardsley Advisory Partners LP | Q4 2024 | +0.2 pts |
| CTC Alternative Strategies, Ltd. | Q4 2024 | +0.1 pts |
| Coatue Management LLC | Q4 2024 | +0.1 pts |
| Quantitative Investment Management, LLC | Q4 2024 | −0.4 pts |
| TB Alternative Assets Ltd. | Q3 2024 | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.