Guru Ownership Trend
Guru Analysis for Super Micro Computer, Inc. (SMCI)
Super Micro Computer, Inc. (SMCI), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $28.51 M.
Top institutional holders include Jeremy Grantham and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $5.5 M net inflow during the quarter.
Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, Steven Cohen reduced exposure by 80.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Super Micro Computer, Inc. (SMCI)
Major holders include Jeremy Grantham ($4.37 M), Cliff Asness ($4.16 M), Joel Greenblatt ($4.11 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 801,363 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $5.5 M, with 6 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited SMCI. The total reported sell value was $6.34 M.
Yes, 2 managers opened new positions in SMCI, and 4 increased their existing holdings. The total reported buy value was $11.84 M.
