Position in SMCI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,373,729
+$355,546 QoQ
Shares Held
46,837
+4.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#300
of 796 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Derivatives in SMCI
reported options exposure · as of Jun 30, 2026CallValue
$442,883
CallShares
15,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Computer Hardware
Technology · as of Jun 30, 2026HUB Investment Partners, LLC holds $41,603,306 across 11 Computer Hardware names. SMCI ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
55,000 | $23,730,300 | |
| 2 | ANET |
Arista Networks, Inc.
|
32,037 | $5,442,445 | |
| 3 | SNDK |
Sandisk Corp
|
1,935 | $4,399,667 | |
| 4 | STX |
Seagate Technology Holdings plc
|
2,667 | $2,573,655 | |
| 5 | WDC |
Western Digital Corp
|
2,558 | $1,633,845 | |
| 6 | SMCI |
Super Micro Computer, Inc.
This page
|
46,837 | $1,373,729 | |
| 7 | IONQ |
IonQ, Inc.
|
20,435 | $1,088,368 | |
| 8 | HPQ |
Hp Inc
|
21,698 | $476,054 |
All Filings in SMCI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,883 | 15,100 | Call | Sole | 2026-07-31 | |
| 2026-06-30 | $1,373,729 | 46,837 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,018,183 | 44,716 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $352,935 | 15,500 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $1,174,341 | 40,121 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $600,035 | 20,500 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $1,889,363 | 39,411 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $1,265,616 | 26,400 | Call | Sole | 2025-11-12 | |
| 2025-06-30 | $1,406,587 | 28,700 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $899,529 | 18,354 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $458,816 | 13,400 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $258,238 | 7,542 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $460,248 | 15,100 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $79,138 | 13,500 | Call | Sole | 2025-02-11 | |
| 2024-09-30 | $250,171 | 6,900 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $707,463 | 1,699 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $819,350 | 1,000 | Call | Sole | 2024-08-09 | |
| 2024-06-30 | $305,617 | 373 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $317,149 | 314 | Shares | Sole | 2024-05-10 | |
| 2024-03-31 | $202,006 | 200 | Call | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||