Ticker · CUSIP 86800U302

SMCI

SUPER MICRO COMPUTER INC

Technology·Computer Hardware

···Share

Holders (tracked)

Combined shares

55,097,731

Combined value

$1.61B

Last close

$28.56

Quarter

2025Q4

Price is -2.4% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$28.56-2.95 (-9.36%)H $60.71 · L $20.53 · Avg Vol 35.7M

Congress buyCongress sellPosition opened

Tracked holders · last 8 quarters

+4 vs previous quarter over the last 6.

SEC event timeline

25 events

Jeremy Grantham (GMO) opened position2026-02-17
+83,995 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+2,439,473 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2026-02-17
−3,713,707 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−933,190 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+665,987 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+165,000 shares · 2025Q4
Position
T. Rowe Price trimmed2026-02-17
−2,765 shares · 2025Q4
Position
Wellington Management trimmed2026-02-17
−2,391 shares · 2025Q4
Position
AQR Capital Management trimmed2026-02-17
−187,763 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+71,225 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) exited2026-02-13
−83,464 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+4,665,832 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) exited2026-02-09
−6,817 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−32,112 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+922,015 shares · 2025Q3
Position
D.E. Shaw & Co. added2025-11-14
+3,529,404 shares · 2025Q3
Position
Whale Rock Capital exited2025-11-14
−556,519 shares · 2025Q3
Position
T. Rowe Price trimmed2025-11-14
−25,806 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−2,934 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+185,508 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) opened position2025-11-14
+197,008 shares · 2025Q3
Position
Steve Cohen (Point72) exited2025-11-14
−534,369 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) trimmed2025-11-13
−695,330 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−3,068,667 shares · 2025Q3
Position
Ken Fisher (Fisher Asset Mgmt) added2025-11-12
+456 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for SMCI →

Follow-the-investor returns

If you'd copied each holder of SMCI…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Jeremy Grantham (GMO)	2025Q4	$29.27	-2.4%	$2.4M
Steve Cohen (Point72)	2025Q2	$29.33	-2.6%	$71.8M
Steve Cohen (Point72)	2025Q2	$29.33	-2.6%	$71.8M
Steve Cohen (Point72)	2025Q2	$29.33	-2.6%	$71.8M
Paul Tudor Jones (Tudor Investment)	2024Q3	$29.42	-2.9%	$7.1M
Paul Tudor Jones (Tudor Investment)	2024Q3	$29.42	-2.9%	$7.1M
Paul Tudor Jones (Tudor Investment)	2024Q3	$29.42	-2.9%	$7.1M
Two Sigma Investments	2024Q4	$29.73	-3.9%	$30.3M
Two Sigma Investments	2024Q4	$29.73	-3.9%	$30.3M
Two Sigma Investments	2024Q4	$29.73	-3.9%	$30.3M
D.E. Shaw & Co.	2024Q4	$31.57	-9.5%	$201.4M
D.E. Shaw & Co.	2024Q4	$31.57	-9.5%	$201.4M
D.E. Shaw & Co.	2024Q4	$31.57	-9.5%	$201.4M
Wellington Management	2025Q1	$34.66	-17.6%	$1.1M
Norges Bank (Norway SWF)	2024Q4	$40.88	-30.1%	$133.3M
AQR Capital Management	2024Q4	$46.88	-39.1%	$279K
Ken Griffin (Citadel Advisors)	2024Q4	$47.01	-39.2%	$190.7M
Ken Griffin (Citadel Advisors)	2024Q4	$47.01	-39.2%	$190.7M
Ken Griffin (Citadel Advisors)	2024Q4	$47.01	-39.2%	$190.7M
Izzy Englander (Millennium Mgmt)	2024Q4	$47.67	-40.1%	$10.0M
Izzy Englander (Millennium Mgmt)	2024Q4	$47.67	-40.1%	$10.0M
Izzy Englander (Millennium Mgmt)	2024Q4	$47.67	-40.1%	$10.0M
T. Rowe Price	2024Q3	$60.50	-52.8%	$20.7M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions4

Norges Bank (Norway SWF)
+4,665,832
$136.6M
Steve Cohen (Point72)
+165,000
$4.8M
Jeremy Grantham (GMO)
+83,995
$2.5M
Paul Tudor Jones (Tudor Investment)
+71,225
$2.1M

Added to2

Ken Griffin (Citadel Advisors)
+2,439,473
$71.4M
Izzy Englander (Millennium Mgmt)
+665,987
$19.5M

Trimmed5

D.E. Shaw & Co.
−3,713,707
$108.7M
Two Sigma Investments
−933,190
$27.3M
AQR Capital Management
−187,763
$5.5M
Wellington Management
−2,391
$70K
T. Rowe Price
−2,765
$81

Exited2

Ray Dalio (Bridgewater Associates)
−83,464
$4.0M
Ken Fisher (Fisher Asset Mgmt)
−6,817
$327K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2024Q3	4	321,664	$133.9M	—
2024Q4	21	70,954,272	$2.16B	+17
2025Q1	18	51,268,747	$1.76B	-3
2025Q2	22	47,326,781	$2.32B	+4
2025Q3	19	47,908,416	$2.30B	-3
2025Q4	23	55,097,731	$1.61B	+4

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-11-12	Gilbert Cisneros	Sell (P)	$1K – $15K	PDF ↗
2025-09-05	Gilbert Cisneros	Buy	$1K – $15K	PDF ↗
2025-04-08	Rob Bresnahan	Sell	$1K – $15K	PDF ↗
2025-04-01	Julie Johnson	Sell	$1K – $15K	PDF ↗
2025-02-25	Rob Bresnahan	Buy	$1K – $15K	PDF ↗
2025-01-15	Julie Johnson	Buy	$1K – $15K	PDF ↗
2025-01-13	Rob Bresnahan	Sell	$1K – $15K	PDF ↗

Who owns SMCI

23 super-investors · 2025Q4

Tracked stake

55.10M

Combined value

$1.61B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New8Added6Trim9

#	Manager	Shares	Value	% of book	Last action	8Q trend
1	Ken Griffin Citadel Advisors	10.75M	$315M	0.0%	Added+2.44M
2	Ken Griffin Citadel Advisors	10.38M	$304M	0.0%	Added+2.44M
3	D.E. Shaw & Co.	7.05M	$206M	0.1%	Trim−3.71M
4	Ken Griffin Citadel Advisors	6.68M	$195M	0.0%	Added+2.44M
5	Norges Bank Norway SWF	4.67M	$137M	0.0%	New+4.67M
6	D.E. Shaw & Co.	3.22M	$94M	0.1%	Trim−3.71M
7	Steve Cohen Point72	2.51M	$74M	0.1%	New+165.0K
8	Two Sigma Investments	1.50M	$44M	0.1%	Trim−933.2K
9	Izzy Englander Millennium Mgmt	1.40M	$41M	0.0%	Added+666.0K
10	Steve Cohen Point72	1.32M	$39M	0.0%	New+165.0K
11	Two Sigma Investments	1.06M	$31M	0.0%	Trim−933.2K
12	Paul Tudor Jones Tudor Investment	1.01M	$29M	0.1%	New+71.2K
13	Izzy Englander Millennium Mgmt	863.0K	$25M	0.0%	Added+666.0K
14	D.E. Shaw & Co.	838.6K	$25M	0.0%	Trim−3.71M
15	T. Rowe Price	724.3K	$21M	0.0%	Trim−2.8K
16	Izzy Englander Millennium Mgmt	350.1K	$10M	0.0%	Added+666.0K
17	Paul Tudor Jones Tudor Investment	249.8K	$7M	0.0%	New+71.2K
18	Steve Cohen Point72	165.0K	$5M	0.0%	New+165.0K
19	Two Sigma Investments	161.1K	$5M	0.0%	Trim−933.2K
20	Jeremy Grantham GMO	84.0K	$2M	0.0%	New+84.0K	—
21	Paul Tudor Jones Tudor Investment	71.2K	$2M	0.0%	New+71.2K
22	Wellington Management	40.2K	$1M	0.0%	Trim−2.4K
23	AQR Capital Management	9.8K	$286K	0.0%	Trim−187.8K

Recent moves

20 transactions

NEWSteve Cohen (Point72)
+165,000 · 2025Q4
TRIMAQR Capital Management
−187,763 · 2025Q4
TRIMWellington Management
−2,391 · 2025Q4
TRIMTwo Sigma Investments
−933,190 · 2025Q4
TRIMD.E. Shaw & Co.
−3,713,707 · 2025Q4
TRIMT. Rowe Price
−2,765 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+2,439,473 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+71,225 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+665,987 · 2025Q4
NEWJeremy Grantham (GMO)
+83,995 · 2025Q4
SOLDRay Dalio (Bridgewater Associates)
−83,464 · 2025Q4
NEWNorges Bank (Norway SWF)
+4,665,832 · 2025Q4
SOLDKen Fisher (Fisher Asset Mgmt)
−6,817 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−32,112 · 2025Q3
NEWIzzy Englander (Millennium Mgmt)
+197,008 · 2025Q3
ADDTwo Sigma Investments
+922,015 · 2025Q3
SOLDSteve Cohen (Point72)
−534,369 · 2025Q3
ADDD.E. Shaw & Co.
+3,529,404 · 2025Q3
SOLDWhale Rock Capital
−556,519 · 2025Q3
TRIMT. Rowe Price
−25,806 · 2025Q3

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