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 Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.35 B.
Top institutional holders include 保羅·都鐸·瓊斯 and 喬爾·葛林布雷.
Institutional sentiment is currently Bullish. This is evidenced by a $43.86 M net inflow during the quarter.
Recent activity highlights 保羅·都鐸·瓊斯 who dramatically increased their stake. Conversely, 雷·達里歐 reduced exposure by 89.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.13% | Add 228319.3% | 73,350,000 | $74.91 M | Q3 2025 | |
| 0.11% | Add 396.5% | 511,998 | $24.55 M | Q3 2025 | |
| 0.01% | Add 1540.6% | 197,549 | $9.47 M | Q3 2025 | |
| 0.02% | Reduce -89.3% | 83,464 | $4 M | Q3 2025 | |
| 0.00% | Add 7.2% | 6,817 | $326,826 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Super Micro Computer, Inc. (SMCI)
Top Guru holders include 保羅·都鐸·瓊斯 ($74.91 M), 喬爾·葛林布雷 ($24.55 M), Cliff Asness ($9.47 M). Collectively, tracked Gurus hold 74.15 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $43.86 M, with 4 Gurus buying and 3 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 2 Gurus sold out of SMCI completely. Total sell value was $59.53 M.
Yes, 0 Gurus opened new positions in SMCI, and 4 added to their existing holdings. Total buy value was $103.4 M.