Position in SMCI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$713,041
+$143,245 QoQ
Shares Held
24,311
-2.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#370
of 796 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Horizon Investments, LLC holds $61,448,721 across 12 Computer Hardware names. SMCI ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
|
136,016 | $23,106,398 | |
| 2 | SNDK |
Sandisk Corp
|
5,456 | $12,405,470 | |
| 3 | STX |
Seagate Technology Holdings plc
|
8,793 | $8,485,245 | |
| 4 | WDC |
Western Digital Corp
|
12,297 | $7,854,339 | |
| 5 | DELL |
Dell Technologies Inc.
|
11,040 | $4,763,318 | |
| 6 | HPQ |
Hp Inc
|
155,726 | $3,416,628 | |
| 7 | SMCI |
Super Micro Computer, Inc.
This page
|
24,311 | $713,041 | |
| 8 | IONQ |
IonQ, Inc.
|
3,678 | $195,890 |
All Filings in SMCI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $713,041 | 24,311 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $569,796 | 25,024 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $691,562 | 23,627 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,204,252 | 25,120 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,033,326 | 21,084 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $247,692 | 7,234 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $209,671 | 6,879 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $28,398 | 682 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,434,681 | 1,751 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $907,006 | 898 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $852 | 3 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $822 | 3 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $747 | 3 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $319 | 3 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||