SMCI
Super Micro Computer, Inc. · Technology · Computer Hardware
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 159 | +8 | 370.39M | $10.63B | +13 | −4 |
| Q1 2026 | 153 | -1 | 259.41M | $5.84B | +6 | −8 |
| Q4 2025 | 153 | -1 | 289.61M | $8.48B | +2 | −2 |
| Q3 2025 | 20 | 0 | 190.92M | $9.15B | +1 | −2 |
| Q2 2025 | 18 | -1 | 154.86M | $7.59B | +1 | −2 |
| Q1 2025 | 16 | -1 | 49.73M | $1.70B | +1 | −2 |
| Q4 2024 | 17 | +2 | 55.63M | $1.69B | +3 | −1 |
| Q3 2024 | 14 | -2 | 2.29M | $956.62M | +2 | −4 |
| Q2 2024 | 16 | — | 3.21M | $2.62B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 1.25M | — | $1.02B | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 1.25M | — | $1.02B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Millennium Management ✦ | 621.92K | — | $509.57M | 0.4% | n/c | 1 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 314.74K | — | $257.88M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 257.92K | — | $211.33M | 0.3% | n/c | 1 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 257.92K | — | $211.33M | 0.3% | n/c | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 201.73K | — | $165.29M | 0.2% | n/c | 1 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 141.38K | — | $115.84M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 114.47K | — | $93.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 114.47K | — | $93.79M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 71.01K | — | $58.19M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 71.01K | — | $58.19M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 71.01K | — | $58.19M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 71.01K | — | $58.19M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 71.01K | — | $58.19M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Wellington Management ✦ | 50.31K | — | $41.22M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wellington Management ✦ | 50.31K | — | $41.22M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Marshall Wace ✦ | 48.61K | — | $39.83M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Point72 Asset Management ✦ | 45.07K | — | $36.92M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Adage Capital Partners ✦ | 36.30K | — | $29.74M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Soros Fund Management ✦ | 24.90K | — | $20.40M | 0.6% | n/c | 1 | SEC ↗ |
| 22 | Bridgewater Associates ✦ | 15.78K | — | $12.93M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 10.92K | — | $8.95M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Fisher Asset Management ✦ | 447 | — | $366,820 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 557.90K acciones, $12,703 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.