Position in SMCI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$348,585
-$38,130 QoQ
Shares Held
15,309
+15.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026HBK Sorce Advisory LLC holds $5,477,998 across 7 Computer Hardware names. SMCI ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
|
27,136 | $3,331,758 | |
| 2 | STX |
Seagate Technology Holdings plc
|
2,284 | $894,779 | |
| 3 | DELL |
Dell Technologies Inc.
|
3,125 | $512,906 | |
| 4 | SMCI |
Super Micro Computer, Inc.
This page
|
15,309 | $348,585 | |
| 5 | WDC |
Western Digital Corp
|
824 | $222,883 | |
| 6 | SNDK |
Sandisk Corp
|
242 | $153,752 | |
| 7 | CAN |
Canaan Inc.
|
30,870 | $13,335 |
All Filings in SMCI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $348,585 | 15,309 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $386,715 | 13,212 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $751,603 | 15,678 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $880,905 | 17,974 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $483,913 | 14,133 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $319,887 | 10,495 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||