Arkolith/Stocks/SUPER MICRO COMPUTER INC

SUPER MICRO COMPUTER INC

Cross-source read
CUSIP 86800U500

Among active 13F managers last quarter, 35 opened and none reduced or exited; the largest holder to move was Weiss Asset Management LP (new position). No recent Form 4 insider filings for SUPER MICRO COMPUTER INC.

Tracked 13F holders
38
13F value (tracked)
$2.1B
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
35 adding · 0 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Who owns SUPER MICRO COMPUTER INC?

38 tracked 13F filers · ranked by shares held

38 tracked 13F filers disclose a position in SUPER MICRO COMPUTER INC as of the latest SEC 13F filings, a combined $2.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Readystate Asset Management LP1.3B
Withheld
New
+1.3B sh
Q2 2026
2Capstone Investment Advisors, LLC374.1M
Withheld
New
+374.1M sh
Q2 2026
3Verition Fund Management LLC170.0M
Withheld
New
+170.0M sh
Q2 2026
4LMR Partners LLP5.4M
Withheld
New
+5.4M sh
Q2 2026
5Weiss Asset Management LP4.8M
$249.1M
New
+4.8M sh
Q2 2026
6Aequim Alternative Investments LP4.3M
$223.4M
New
+4.3M sh
Q2 2026
7BlackRock, Inc.4.0M
$210.1M
New
+4.0M sh
Q2 2026
8Aristeia Capital, L.L.C.3.2M
$166.0M
New
+3.2M sh
Q2 2026
9Highbridge Capital Management LLC2.5M
$130.7M
New
+2.5M sh
Q2 2026
10Hudson Bay Capital Management LP2.2M
$114.2M
New
+2.2M sh
Q2 2026
11Soros Fund Management LLC2.2M
$111.5M
New
+2.2M sh
Q2 2026
12Sculptor Capital LP2.1M
$109.9M
New
+2.1M sh
Q2 2026
13Van Eck Associates Corp1.9M
$97.3M
New
+1.9M sh
Q2 2026
14Context Capital Management, LLC1.5M
$79.2M
New
+1.5M sh
Q2 2026
15Calamos Advisors LLC1.5M
$78.7M
New
+1.5M sh
Q2 2026
16Whitebox Advisors LLC1.4M
$72.7M
New
+1.4M sh
Q2 2026
17Walleye Capital LLC1.4M
$69.2M
New
+1.4M sh
Q2 2026
18Tudor Investment Corp Et Al1.0M
$51.2M
New
+1.0M sh
Q2 2026
19Ghisallo Capital Management LLC900K
$46.0M
New
+900K sh
Q2 2026
20CSS LLC878K
$45.3M
New
+878K sh
Q2 2026
21FMR LLC818K
$41.8M
New
+818K sh
Q2 2026
22Magnetar Financial LLC571K
$29.2M
New
+571K sh
Q2 2026
23O'Connor Alternative Investments, LLC550K
$28.2M
New
+550K sh
Q2 2026
24Mirabella Financial Services LLP400K
$31.2M
New
+400K sh
Q2 2026
25TPG GP A, LLC300K
$15.3M
New
+300K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 4 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is SUPER MICRO COMPUTER INC being bought or sold by institutions?

Last quarter, 35 funds opened a new position in SUPER MICRO COMPUTER INC, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
35
funds took a first position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own 86800U500 also own

CompanyCo-held byTheir position there
Alphabet Inc-CL CGOOG14 funds$1.2B
Warner Bros Discovery IncWBD13 funds$667.7M
Micron Technology IncMU11 funds$2.3B
Alphabet Inc-CL AGOOGL11 funds$1.9B
Oracle CorpORCL 6.5 01/15/29 D11 funds$556.0M
Super Micro Computer IncSMCI 3.5 03/01/2911 funds$490.6M
Chevron CorpCVX11 funds$453.8M

Ranked by how many of 86800U500's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in 86800U500.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
00
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Share classes

Class13F holdersValue held
SMCIcs660 funds$9.6B
SMCI 3.5 03/01/29Sovereign/Corporate61 funds$1.5B
86800U500SUPER MICRO COMPUTER INC 7.000% 06/01/29 CVT38 funds$2.2B
SMCI 2.25 07/15/28SDBCV31 funds$748.8M
86800UAF1NOTE 6/128 funds$911.7M
SMCIUSDStock6 funds$346K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in SUPER MICRO COMPUTER INC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/86800U500/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SUPER MICRO COMPUTER INC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for 86800U500. Filings are public domain, sourced to SEC EDGAR.