Position in SMCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,350,705
-$13,353,883 QoQ
Shares Held
46,052
-85.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#301
of 791 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026STEVENS CAPITAL MANAGEMENT LP holds $36,935,197 across 10 Computer Hardware names. SMCI ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
5,890 | $13,392,269 | |
| 2 | WDC |
Western Digital Corp
|
18,383 | $11,741,589 | |
| 3 | STX |
Seagate Technology Holdings plc
|
4,982 | $4,807,630 | |
| 4 | DELL |
Dell Technologies Inc.
|
5,295 | $2,284,580 | |
| 5 | SMCI |
Super Micro Computer, Inc.
This page
|
46,052 | $1,350,705 | |
| 6 | IONQ |
IonQ, Inc.
|
21,881 | $1,165,382 | |
| 7 | HPQ |
Hp Inc
|
27,681 | $607,321 | |
| 8 | QUBT |
Quantum Computing Inc.
|
59,300 | $575,210 |
All Filings in SMCI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,350,705 | 46,052 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $14,704,588 | 306,729 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,475,005 | 50,500 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $3,452,372 | 8,291 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $358,875 | 438 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||