Position in SMCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,482,349
-$62,165,938 QoQ
Shares Held
425,583
-42.4% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#117
of 796 holders
Holding Since
Mar 2021
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, 2026Holocene Advisors, LP holds $817,981,177 across 6 Computer Hardware names. SMCI ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STX |
Seagate Technology Holdings plc
|
460,184 | $444,077,560 | |
| 2 | SNDK |
Sandisk Corp
|
82,945 | $188,594,534 | |
| 3 | DELL |
Dell Technologies Inc.
|
242,034 | $104,427,989 | |
| 4 | WDC |
Western Digital Corp
|
78,542 | $50,166,346 | |
| 5 | P |
Everpure, Inc.
|
231,405 | $18,232,399 | |
| 6 | SMCI |
Super Micro Computer, Inc.
This page
|
425,583 | $12,482,349 |
All Filings in SMCI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,482,349 | 425,583 | Shares | Sole | 2026-08-14 | |
| 2024-03-31 | $74,648,287 | 73,907 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $5,056,342 | 18,439 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,445,638 | 122,149 | Shares | Sole | 2023-08-14 | |
| 2021-03-31 | $944,822 | 24,189 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||