Guru Ownership Trend
Guru Analysis for 超微電腦 (SMCI)
超微電腦 (SMCI), a key player in the 科技 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 $2.27 B.
Top institutional holders include 保羅·都鐸·瓊斯 and 喬爾·葛林布雷.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.21 M net outflow during the quarter.
Recent activity highlights 保羅·都鐸·瓊斯 who dramatically increased their stake.
Key Holders
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for 超微電腦 (SMCI)
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.21 M, with 2 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited SMCI. The total reported sell value was $4.33 M.
Yes, 2 managers opened new positions in SMCI, and 0 increased their existing holdings. The total reported buy value was $3.12 M.