Position in SMCI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,114,539
+$1,720,517 QoQ
Shares Held
180,700
+120.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026Gotham Asset Management, LLC holds $303,062,904 across 10 Computer Hardware names. SMCI ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
367,768 | $99,477,566 | |
| 2 | SNDK |
Sandisk Corp
|
100,459 | $63,825,621 | |
| 3 | DELL |
Dell Technologies Inc.
|
360,685 | $59,199,229 | |
| 4 | HPQ |
Hp Inc
|
1,697,098 | $32,601,252 | |
| 5 | ANET |
Arista Networks, Inc.
|
216,934 | $26,635,156 | |
| 6 | STX |
Seagate Technology Holdings plc
|
32,965 | $12,914,368 | |
| 7 | SMCI |
Super Micro Computer, Inc.
This page
|
180,700 | $4,114,539 | |
| 8 | P |
Everpure, Inc.
|
64,018 | $3,779,622 |
All Filings in SMCI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,114,539 | 180,700 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,394,022 | 81,791 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,545,184 | 511,998 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,053,764 | 103,117 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,771,728 | 80,950 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,179,850 | 38,709 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||