Position in SMCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,125,509
-$2,989,030 QoQ
Shares Held
38,374
-78.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#314
of 796 holders
Holding Since
Dec 2022
15 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, 2026Gotham Asset Management, LLC holds $474,310,194 across 10 Computer Hardware names. SMCI ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
61,881 | $140,700,686 | |
| 2 | DELL |
Dell Technologies Inc.
|
307,070 | $132,488,422 | |
| 3 | WDC |
Western Digital Corp
|
166,756 | $106,510,392 | |
| 4 | HPQ |
Hp Inc
|
1,890,065 | $41,468,026 | |
| 5 | ANET |
Arista Networks, Inc.
|
215,509 | $36,610,668 | |
| 6 | STX |
Seagate Technology Holdings plc
|
10,760 | $10,383,400 | |
| 7 | P |
Everpure, Inc.
|
61,034 | $4,808,868 | |
| 8 | SMCI |
Super Micro Computer, Inc.
This page
|
38,374 | $1,125,509 |
All Filings in SMCI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,125,509 | 38,374 | Shares | Sole | 2026-08-14 | |
| 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 | |
| 2024-09-30 | $4,828,158 | 11,595 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,945,663 | 10,918 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,265,145 | 7,193 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,189,246 | 28,809 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,905,294 | 32,475 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,764,119 | 39,174 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,254,832 | 49,318 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $691,282 | 8,420 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||