Oak Thistle LLC

Position in SMCI — Super Micro Computer, Inc.

CIK 1755987 NEW YORK, NY

Position in SMCI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$638,778

-$3,989,679 QoQ

Shares Held

21,779

-89.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#387

of 796 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Oak Thistle LLC holds $11,066,812 across 3 Computer Hardware names. SMCI ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDC	Western Digital Corp	9,456	$6,039,736
2	SNDK	Sandisk Corp	1,930	$4,388,298
3	SMCI	Super Micro Computer, Inc. This page	21,779	$638,778

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$638,778	21,779	-89.3%	Shares	Sole	2026-07-21
2026-03-31	$4,628,457	203,270	+369.8%	Shares	Sole	2026-04-13
2025-06-30	$2,120,613	43,269	+376.2%	Shares	Sole	2025-08-08
2024-12-31	$276,941	9,086	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.