SMCI
Super Micro Computer, Inc. · Technology · Computer Hardware
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +5.1% · nouvelles positions nettes -5.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 68.85M | +4.1% | $3.30B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 68.85M | +4.1% | $3.30B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 68.85M | +4.1% | $3.30B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 68.85M | +4.1% | $3.30B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 68.85M | +4.1% | $3.30B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | BlackRock ✦ (passif) | 40.59M | +1.4% | $1.95B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | State Street Global Advisors ✦ (passif) | 22.20M | -1.3% | $1.06B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passif) | 13.77M | +0.1% | $657.42M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 30 | Geode Capital Management ✦ (passif) | 13.77M | +0.1% | $657.42M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 11.81M | — | $566.23M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 11.03M | — | $528.74M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 11.03M | — | $528.74M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 11.03M | — | $528.74M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 11.03M | — | $528.74M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 11.03M | — | $528.74M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 11.03M | — | $528.74M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 11.03M | — | $528.74M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 11.03M | — | $528.74M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 11.03M | — | $528.74M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 11.03M | — | $528.74M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 11.03M | — | $528.74M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 11.03M | — | $528.74M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 11.03M | — | $528.74M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 11.03M | — | $528.74M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Goldman Sachs Group ✦ | 7.11M | — | $340.83M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Goldman Sachs Group ✦ | 7.11M | — | $340.83M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Goldman Sachs Group ✦ | 7.11M | — | $340.83M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | D. E. Shaw & Co. ✦ | 4.55M | +345.0% | $218.24M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 77 | Citadel Advisors ✦ | 4.24M | +756.7% | $203.17M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 78 | Citadel Advisors ✦ | 4.24M | +756.7% | $203.17M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 79 | Marshall Wace ✦ | 2.82M | -17.9% | $135.26M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 80 | Marshall Wace ✦ | 2.82M | -17.9% | $135.26M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 81 | Marshall Wace ✦ | 2.82M | -17.9% | $135.26M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 82 | Marshall Wace ✦ | 2.82M | -17.9% | $135.26M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 83 | Two Sigma Investments ✦ | 1.09M | +535.1% | $52.46M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 84 | T. Rowe Price ✦ | 727.02K | -3.4% | $34.85M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 85 | T. Rowe Price ✦ | 727.02K | -3.4% | $34.85M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 86 | Fidelity (FMR) ✦ | 685.55K | -58.8% | $32.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Fidelity (FMR) ✦ | 685.55K | -58.8% | $32.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Fidelity (FMR) ✦ | 685.55K | -58.8% | $32.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Gotham Asset Management ✦ | 512.00K | +396.5% | $24.55M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 90 | Adage Capital Partners ✦ | 406.40K | +21.6% | $19.48M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 91 | AQR Capital Management ✦ | 197.55K | +1540.6% | $9.47M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 92 | AQR Capital Management ✦ | 197.55K | +1540.6% | $9.47M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 93 | AQR Capital Management ✦ | 197.55K | +1540.6% | $9.47M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 94 | Millennium Management ✦ | 197.01K | Nouveau | $9.44M | 0.0% | New | 1 | SEC ↗ |
| 95 | Bridgewater Associates ✦ | 83.46K | -89.3% | $4.00M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 96 | Wellington Management ✦ | 42.59K | -6.4% | $2.04M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 97 | Wellington Management ✦ | 42.59K | -6.4% | $2.04M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 98 | Fisher Asset Management ✦ | 6.82K | +7.2% | $326,826 | 0.0% | ▲ Add | 4 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Millennium Management | $9.44M | 0.0% |
Sorti(e)
| Norges Bank | $150.40M | était 0.0% |
| Point72 Asset Management | $26.19M | était 0.1% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 557.90K actions, $12,703 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.