Position in SMCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,345,382
+$4,569,709 QoQ
Shares Held
761,861
-2.4% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#92
of 796 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Derivatives in SMCI
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$4,692,800
PutShares
160,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Computer Hardware
Technology · as of Jun 30, 2026CREDIT AGRICOLE S A holds $474,298,270 across 12 Computer Hardware names. SMCI ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
59,185 | $134,570,707 | |
| 2 | STX |
Seagate Technology Holdings plc
|
95,873 | $92,517,445 | |
| 3 | DELL |
Dell Technologies Inc.
|
167,109 | $72,100,844 | |
| 4 | LOGI |
Logitech International S.A.
|
760,038 | $71,473,971 | |
| 5 | ANET |
Arista Networks, Inc.
|
213,611 | $36,288,235 | |
| 6 | WDC |
Western Digital Corp
|
51,027 | $32,591,964 | |
| 7 | SMCI |
Super Micro Computer, Inc.
This page
|
761,861 | $22,345,382 | |
| 8 | HPQ |
Hp Inc
|
306,797 | $6,731,126 |
All Filings in SMCI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,692,800 | 160,000 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $22,345,382 | 761,861 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $12,751,200 | 560,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $17,775,673 | 780,662 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,445,659 | 630,190 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $14,927,700 | 510,000 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $30,284,943 | 631,726 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $2,731,427 | 79,773 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,729,270 | 253,585 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $5,327,412 | 6,502 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,829,023 | 3,791 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $75,328 | 265 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $85,282 | 311 | Shares | Defined | 2023-11-14 | |
| 2023-03-31 | $106,550 | 1,000 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||