Position in SMCI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$231,853
-$5,068 QoQ
Shares Held
7,905
-24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#539
of 796 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Triumph Capital Management holds $1,225,514 across 11 Computer Hardware names. SMCI ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
1,405 | $606,201 | |
| 2 | SMCI |
Super Micro Computer, Inc.
This page
|
7,905 | $231,853 | |
| 3 | ANET |
Arista Networks, Inc.
|
838 | $142,359 | |
| 4 | WDC |
Western Digital Corp
|
144 | $91,975 | |
| 5 | STX |
Seagate Technology Holdings plc
|
60 | $57,900 | |
| 6 | SNDK |
Sandisk Corp
|
16 | $36,379 | |
| 7 | QUBT |
Quantum Computing Inc.
|
2,400 | $23,280 | |
| 8 | HPQ |
Hp Inc
|
721 | $15,818 |
All Filings in SMCI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,853 | 7,905 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $236,921 | 10,405 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $304,554 | 10,405 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $417,078 | 8,700 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $401,882 | 8,200 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $319,116 | 9,320 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $301,752 | 9,900 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $234,326 | 232 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||