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证券记录 · 已归档季度

SMCI

Super Micro Computer, Inc. · Technology · Computer Hardware

38.46 +9.4% 市值 $24.88B 报价延迟(FMP) · 截至 Aug 25 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
153被追踪持有人
-1Δ持有人
289.61M持有股份
$8.48B报告持仓市值
+2新建仓位
−2清仓
Falling 确信度评分 43/100 3 被追踪股份持续上升的季度数 ●●●○○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 -0.6% · 股份流向 -5.7% · 净新建仓位 0.0%公式
广泛派发 — 持股数量下降且持有人减少

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025

持股变化趋势
季度持有人Δ股份报告持仓市值新增清仓
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
持有人数量
持有人 · Q4 2025
#管理人股份Δ股份价值其权重持有
1 The Vanguard Group (被动) 68.03M -1.2% $1.99B 0.0% ▼ Trim 3 SEC ↗
2 The Vanguard Group (被动) 68.03M -1.2% $1.99B 0.0% ▼ Trim 3 SEC ↗
3 The Vanguard Group (被动) 68.03M -1.2% $1.99B 0.0% ▼ Trim 3 SEC ↗
4 The Vanguard Group (被动) 68.03M -1.2% $1.99B 0.0% ▼ Trim 3 SEC ↗
5 The Vanguard Group (被动) 68.03M -1.2% $1.99B 0.0% ▼ Trim 3 SEC ↗
6 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
7 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
8 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
9 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
10 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
11 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
12 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
13 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
14 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
15 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
16 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
17 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
18 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
19 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
20 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
21 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
22 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
23 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
24 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
25 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
26 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
27 BlackRock (被动) 41.63M +2.6% $1.22B 0.0% ▲ Add 3 SEC ↗
28 State Street Global Advisors (被动) 22.15M -0.2% $648.33M 0.0% ▼ Trim 5 SEC ↗
29 Geode Capital Management (被动) 13.81M +0.3% $402.63M 0.0% ▲ Add 7 SEC ↗
30 Geode Capital Management (被动) 13.81M +0.3% $402.63M 0.0% ▲ Add 7 SEC ↗
31 Morgan Stanley 11.29M +2.3% $330.39M 0.0% ▲ Add 2 SEC ↗
32 Morgan Stanley 11.29M +2.3% $330.39M 0.0% ▲ Add 2 SEC ↗
33 Morgan Stanley 11.29M +2.3% $330.39M 0.0% ▲ Add 2 SEC ↗
34 Morgan Stanley 11.29M +2.3% $330.39M 0.0% ▲ Add 2 SEC ↗
35 Morgan Stanley 11.29M +2.3% $330.39M 0.0% ▲ Add 2 SEC ↗
36 Morgan Stanley 11.29M +2.3% $330.39M 0.0% ▲ Add 2 SEC ↗
37 Morgan Stanley 11.29M +2.3% $330.39M 0.0% ▲ Add 2 SEC ↗
38 Morgan Stanley 11.29M +2.3% $330.39M 0.0% ▲ Add 2 SEC ↗
39 Morgan Stanley 11.29M +2.3% $330.39M 0.0% ▲ Add 2 SEC ↗
40 Morgan Stanley 11.29M +2.3% $330.39M 0.0% ▲ Add 2 SEC ↗
41 Morgan Stanley 11.29M +2.3% $330.39M 0.0% ▲ Add 2 SEC ↗
42 Morgan Stanley 11.29M +2.3% $330.39M 0.0% ▲ Add 2 SEC ↗
43 Morgan Stanley 11.29M +2.3% $330.39M 0.0% ▲ Add 2 SEC ↗
44 Morgan Stanley 11.29M +2.3% $330.39M 0.0% ▲ Add 2 SEC ↗
45 Invesco Ltd. 9.95M $291.35M 0.0% n/c 1 SEC ↗
46 Invesco Ltd. 9.95M $291.35M 0.0% n/c 1 SEC ↗
47 Invesco Ltd. 9.95M $291.35M 0.0% n/c 1 SEC ↗
48 Invesco Ltd. 9.95M $291.35M 0.0% n/c 1 SEC ↗
49 Invesco Ltd. 9.95M $291.35M 0.0% n/c 1 SEC ↗
50 Invesco Ltd. 9.95M $291.35M 0.0% n/c 1 SEC ↗
51 Invesco Ltd. 9.95M $291.35M 0.0% n/c 1 SEC ↗
52 Invesco Ltd. 9.95M $291.35M 0.0% n/c 1 SEC ↗
53 Invesco Ltd. 9.95M $291.35M 0.0% n/c 1 SEC ↗
54 Invesco Ltd. 9.95M $291.35M 0.0% n/c 1 SEC ↗
55 Invesco Ltd. 9.95M $291.35M 0.0% n/c 1 SEC ↗
56 UBS Group AG 7.41M $216.91M 0.0% n/c 1 SEC ↗
57 UBS Group AG 7.41M $216.91M 0.0% n/c 1 SEC ↗
58 UBS Group AG 7.41M $216.91M 0.0% n/c 1 SEC ↗
59 UBS Group AG 7.41M $216.91M 0.0% n/c 1 SEC ↗
60 UBS Group AG 7.41M $216.91M 0.0% n/c 1 SEC ↗
61 UBS Group AG 7.41M $216.91M 0.0% n/c 1 SEC ↗
62 Citadel Advisors 6.68M +57.6% $195.45M 0.1% ▲ Add 7 SEC ↗
63 Citadel Advisors 6.68M +57.6% $195.45M 0.1% ▲ Add 7 SEC ↗
64 Goldman Sachs Group 4.89M -31.2% $143.06M 0.0% ▼ Trim 2 SEC ↗
65 Goldman Sachs Group 4.89M -31.2% $143.06M 0.0% ▼ Trim 2 SEC ↗
66 Goldman Sachs Group 4.89M -31.2% $143.06M 0.0% ▼ Trim 2 SEC ↗
67 Norges Bank (被动) 4.67M 新增 $136.57M 0.0% New 1 SEC ↗
68 Bnp Paribas Financial Markets 4.51M $131.96M 0.1% n/c 1 SEC ↗
69 Barclays Plc 4.49M $131.34M 0.1% n/c 1 SEC ↗
70 Barclays Plc 4.49M $131.34M 0.1% n/c 1 SEC ↗
71 Barclays Plc 4.49M $131.34M 0.1% n/c 1 SEC ↗
72 Barclays Plc 4.49M $131.34M 0.1% n/c 1 SEC ↗
73 Northern Trust Corp 4.40M $128.68M 0.0% n/c 1 SEC ↗
74 Northern Trust Corp 4.40M $128.68M 0.0% n/c 1 SEC ↗
75 Northern Trust Corp 4.40M $128.68M 0.0% n/c 1 SEC ↗
76 Northern Trust Corp 4.40M $128.68M 0.0% n/c 1 SEC ↗
77 Northern Trust Corp 4.40M $128.68M 0.0% n/c 1 SEC ↗
78 Northern Trust Corp 4.40M $128.68M 0.0% n/c 1 SEC ↗
79 Northern Trust Corp 4.40M $128.68M 0.0% n/c 1 SEC ↗
80 Northern Trust Corp 4.40M $128.68M 0.0% n/c 1 SEC ↗
81 Northern Trust Corp 4.40M $128.68M 0.0% n/c 1 SEC ↗
82 Northern Trust Corp 4.40M $128.68M 0.0% n/c 1 SEC ↗
83 Northern Trust Corp 4.40M $128.68M 0.0% n/c 1 SEC ↗
84 Charles Schwab Investment… 4.05M $118.63M 0.0% n/c 1 SEC ↗
85 Dimensional Fund Advisors Lp 3.97M $116.26M 0.0% n/c 1 SEC ↗
86 Dimensional Fund Advisors Lp 3.97M $116.26M 0.0% n/c 1 SEC ↗
87 Dimensional Fund Advisors Lp 3.97M $116.26M 0.0% n/c 1 SEC ↗
88 Dimensional Fund Advisors Lp 3.97M $116.26M 0.0% n/c 1 SEC ↗
89 Dimensional Fund Advisors Lp 3.97M $116.26M 0.0% n/c 1 SEC ↗
90 Legal & General Group Plc 3.96M $115.81M 0.0% n/c 1 SEC ↗
91 Legal & General Group Plc 3.96M $115.81M 0.0% n/c 1 SEC ↗
92 Legal & General Group Plc 3.96M $115.81M 0.0% n/c 1 SEC ↗
93 Canada Pension Plan Investment Board 3.66M $107.09M 0.1% n/c 1 SEC ↗
94 UBS AM, a distinct business unit of… 3.47M $101.71M 0.0% n/c 1 SEC ↗
95 UBS AM, a distinct business unit of… 3.47M $101.71M 0.0% n/c 1 SEC ↗
96 UBS AM, a distinct business unit of… 3.47M $101.71M 0.0% n/c 1 SEC ↗
97 UBS AM, a distinct business unit of… 3.47M $101.71M 0.0% n/c 1 SEC ↗
98 UBS AM, a distinct business unit of… 3.47M $101.71M 0.0% n/c 1 SEC ↗
99 UBS AM, a distinct business unit of… 3.47M $101.71M 0.0% n/c 1 SEC ↗
100 UBS AM, a distinct business unit of… 3.47M $101.71M 0.0% n/c 1 SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

Norges Bank $136.57M 0.0%

已清仓

Bridgewater Associates $4.00M 曾为 0.0%
Fisher Asset Management $326,826 曾为 0.0%

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 1 持有人, 557.90K 股份, $12,703 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。

常见共同持仓

该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。

受益所有权
Aug 14 SC 13G/A — CAPITAL VENTURES INTERNATIONAL

查看 SEC 原始申报文件 ↗

Aug 13 SC 13G/A — JANE STREET GROUP, LLC

查看 SEC 原始申报文件 ↗

Jul 31 SC 13G — VANGUARD PORTFOLIO MANAGEMENT LLC

查看 SEC 原始申报文件 ↗

Jun 18 SC 13G/A — JANE STREET GROUP, LLC

查看 SEC 原始申报文件 ↗

Jun 18 SC 13G — CAPITAL VENTURES INTERNATIONAL

查看 SEC 原始申报文件 ↗

Jun 16 SC 13G — JANE STREET GROUP, LLC

查看 SEC 原始申报文件 ↗

数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。 报告期: Q4 2025 · 方法论 · 通过API获取此数据