ExodusPoint Capital Management, LP
Position in SMCI — Super Micro Computer, Inc.
CIK 1736225
NEW YORK, NY
Position in SMCI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,444,008
-$3,320,815 QoQ
Shares Held
151,252
-34.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026ExodusPoint Capital Management, LP holds $86,869,559 across 10 Computer Hardware names. SMCI ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
72,526 | $46,078,668 | |
| 2 | WDC |
Western Digital Corp
|
42,277 | $11,435,505 | |
| 3 | HPQ |
Hp Inc
|
584,750 | $11,233,047 | |
| 4 | ANET |
Arista Networks, Inc.
|
65,805 | $8,079,537 | |
| 5 | SMCI |
Super Micro Computer, Inc.
This page
|
151,252 | $3,444,008 | |
| 6 | P |
Everpure, Inc.
|
42,128 | $2,487,237 | |
| 7 | IONQ |
IonQ, Inc.
|
63,981 | $1,844,572 | |
| 8 | DPRO |
Draganfly Inc.
|
305,733 | $1,501,149 |
All Filings in SMCI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,444,008 | 151,252 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,764,823 | 231,118 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,467,375 | 51,468 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,043,374 | 164,117 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,742,781 | 50,899 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,068,891 | 231,919 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||