ADAGE CAPITAL PARTNERS GP, L.L.C.
Position in SMCI — Super Micro Computer, Inc.
CIK 1165408
Boston, MA
Position in SMCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,658,828
+$3,803,575 QoQ
Shares Held
431,600
+11.0% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#114
of 796 holders
Holding Since
Mar 2024
10 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, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $962,796,800 across 7 Computer Hardware names. SMCI ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
115,099 | $261,704,049 | |
| 2 | WDC |
Western Digital Corp
|
307,437 | $196,366,160 | |
| 3 | STX |
Seagate Technology Holdings plc
|
200,000 | $193,000,000 | |
| 4 | ANET |
Arista Networks, Inc.
|
1,105,900 | $187,870,292 | |
| 5 | DELL |
Dell Technologies Inc.
|
232,800 | $100,443,888 | |
| 6 | SMCI |
Super Micro Computer, Inc.
This page
|
431,600 | $12,658,828 | |
| 7 | HPQ |
Hp Inc
|
490,136 | $10,753,583 |
All Filings in SMCI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,658,828 | 431,600 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,855,253 | 388,900 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,787,029 | 402,700 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,482,816 | 406,400 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,374,241 | 334,100 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,970,304 | 349,600 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,988,040 | 360,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,157,600 | 34,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,742,405 | 36,300 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $39,795,182 | 39,400 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||