Why Super Micro (SMCI) May Be Leaving Its AI Server ‘Black Sheep’ Days Behind
Super Micro Computer ($SMCI), or Supermicro, has become something of the “black sheep” of the artificial intelligence (AI) server trade. While Dell...
Super Micro Computer Inc. (SMCI)
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Sector: Electronic Computers
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 372,692,000 | $332,136,610 | 0.16% | ||
| 2. | 10,422,900 | $305,703,657 | -4% | 0.03% | |
| 3. | 322,614,000 | $298,256,643 | +122% | 3.88% | |
| 4. | Weiss Asset Management Andrew Weiss | 4,850,000 | $249,112,167 | 2.61% | |
| 5. | 249,862,000 | $245,589,360 | +69% | 2.57% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $568.00 | 2,000 | $1,136,000.00 | 42,917 | 2024-02-01 | Filing | |
| $261.86 | 2,000 | $523,719.80 | 40,917 | 2023-08-11 | Filing | |
| $269.28 | 2,000 | $538,560.00 | 38,917 | 2023-08-11 | Filing | |
| $133.88 | 3,000 | $401,640.00 | 33,000 | 2023-05-11 | Filing | |
| $133.09 | 1,000 | $133,089.90 | 30,000 | 2023-05-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $40.00 | 100,000 | $4,000,000.00 | 437,506 | 2026-09-04 | Filing | |
| $37.62 | 57,435 | $2,160,704.70 | 537,506 | 2026-09-03 | Filing | |
| $36.60 | 42,565 | $1,557,879.00 | 594,941 | 2026-09-03 | Filing | |
| $40.00 | 100,000 | $4,000,000.00 | 437,506 | 2026-09-04 | Filing | |
| $37.62 | 57,435 | $2,160,704.70 | 537,506 | 2026-09-03 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 47,686,321 | $1,398,639,792 | 0.02% | |
| 2. | 36,356,823 | $1,066,345,619 | 0.02% | |
| 3. | 32,864,645 | $963,920,038 | 0.04% | |
| 4. | 28,787,183 | $844,328,078 | 0.07% | |
| 5. | 26,733,400 | $784,090,622 | 0.06% |
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