Position in SMCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,664,835
+$799,084 QoQ
Shares Held
90,857
+10.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#233
of 796 holders
Holding Since
Sep 2023
5 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, 2026Edgestream Partners, L.P. holds $13,803,423 across 6 Computer Hardware names. SMCI ranks #3 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
7,795 | $4,978,822 | |
| 2 | P |
Everpure, Inc.
|
45,077 | $3,551,616 | |
| 3 | SMCI |
Super Micro Computer, Inc.
This page
|
90,857 | $2,664,835 | |
| 4 | HPQ |
Hp Inc
|
97,375 | $2,136,407 | |
| 5 | STX |
Seagate Technology Holdings plc
|
381 | $367,665 | |
| 6 | CRSR |
Corsair Gaming, Inc.
|
10,763 | $104,078 |
All Filings in SMCI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,664,835 | 90,857 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,865,751 | 81,939 | Shares | Sole | 2026-05-18 | |
| 2024-06-30 | $1,780,447 | 2,173 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $424,212 | 420 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $708,310 | 2,583 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||