CWM, LLC

Position in SMCI — Super Micro Computer, Inc.

CIK 1535847 OMAHA, NE

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Position in SMCI

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$445,335

-$274,677 QoQ

Shares Held

19,558

-20.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 1.8304530115553737.ToString("F0")% Shared 0.ToString("F0")% None 98.16954698844462.ToString("F0")%

Common Shares in SMCI Over Time

Shares Held

Position Value (USD)

Derivatives in SMCI

reported options exposure · as of Dec 31, 2025

CallValue

$87,810

CallShares

3,000

PutValue

PutShares

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 Mar 31, 2026

CWM, LLC holds $107,983,168 across 23 Computer Hardware names. SMCI ranks #8 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDC	Western Digital Corp	120,888	$32,698,995
2	ANET	Arista Networks, Inc.	222,254	$27,288,346
3	SNDK	Sandisk Corp	42,372	$26,920,626
4	DELL	Dell Technologies Inc.	31,952	$5,244,281
5	STX	Seagate Technology Holdings plc	12,794	$5,012,177
6	P	Everpure, Inc.	83,154	$4,909,412
7	HPQ	Hp Inc	196,972	$3,783,832
8	SMCI	Super Micro Computer, Inc. This page	19,558	$445,335

All Filings in SMCI

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$445,335	19,558	+551.9%	Shares	Sole	2026-05-14
2025-12-31	$87,810	3,000	-87.8%	Call	Sole	2026-01-26
2025-12-31	$720,012	24,599	-2.0%	Shares	Sole	2026-01-26
2025-09-30	$1,202,766	25,089	-10.8%	Shares	Sole	2025-10-15
2025-06-30	$1,379,043	28,138	-12.3%	Shares	Sole	2025-07-25
2025-03-31	$1,098,008	32,068	+53.4%	Shares	Sole	2025-05-01
2024-12-31	$637,092	20,902	—	Shares	Sole	2025-02-04
No filing history on record for this holder in this stock.