Jefferies Group's SMCI Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 129,712 shares of Super Micro Computer, Inc. (SMCI) worth $3.8 M, representing 0.03% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in SMCI, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 180,000 shares. Largest reduction occurred in Q3 2023, reducing 325,460 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Super Micro Computer (SMCI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Super Micro Computer (SMCI) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +58,641 | Add 82.51% | 129,712 | $29.33 |
| Q1 2026 | +6,496 | Add 10.06% | 71,071 | $22.77 |
| Q4 2025 | +64,575 | New Buy | 64,575 | $29.27 |
| Q3 2025 | -200 | Sold Out | 0 | $0.00 |
| Q2 2025 | +200 | New Buy | 200 | $49.01 |
| Q4 2024 | -14,000 | Sold Out | 0 | $0.00 |
| Q3 2024 | +10,000 | Add 250.00% | 14,000 | $41.64 |
| Q2 2024 | -286,590 | Reduce 98.62% | 4,000 | $81.94 |
| Q1 2024 | +87,410 | Add 43.02% | 290,590 | $101.00 |
| Q4 2023 | +180,000 | Add 776.53% | 203,180 | $28.43 |
| Q3 2023 | -325,460 | Reduce 93.35% | 23,180 | $27.42 |
| Q2 2023 | +167,070 | Add 92.01% | 348,640 | $24.92 |
| Q1 2023 | +181,570 | New Buy | 181,570 | $10.65 |
Jefferies Group's Super Micro Computer Investment FAQs
Jefferies Group first purchased Super Micro Computer, Inc. (SMCI) in Q1 2023, acquiring 181,570 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Super Micro Computer, Inc. (SMCI) for 13 quarters since Q1 2023.
Jefferies Group's largest addition to Super Micro Computer, Inc. (SMCI) was in Q1 2023, adding 181,570 shares worth $1.93 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 129,712 shares of Super Micro Computer, Inc. (SMCI), valued at approximately $3.8 M.
As of the Q2 2026 filing, Super Micro Computer, Inc. (SMCI) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Super Micro Computer, Inc. (SMCI) was 348,640 shares, as reported at the end of Q2 2023.