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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $587.12 M.
Top institutional holders include Renaissance Technologies (RenTech) and Steven Cohen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $398.05 M net inflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Joel Greenblatt reduced exposure by 78.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Super Micro Computer, Inc. (SMCI)
Major holders include Renaissance Technologies (RenTech) ($199.02 M), Steven Cohen ($139.47 M), Cliff Asness ($72.6 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 14.33 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $398.05 M, with 7 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited SMCI. The total reported sell value was $8.55 M.
Yes, 2 managers opened new positions in SMCI, and 5 increased their existing holdings. The total reported buy value was $406.6 M.
