Position in SMCI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$313,948
+$47,039 QoQ
Shares Held
10,704
-8.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#495
of 796 holders
Holding Since
Dec 2023
11 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, 2026GAMMA Investing LLC holds $40,693,963 across 18 Computer Hardware names. SMCI ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
5,781 | $13,144,433 | |
| 2 | WDC |
Western Digital Corp
|
12,524 | $7,999,329 | |
| 3 | STX |
Seagate Technology Holdings plc
|
6,613 | $6,381,545 | |
| 4 | ANET |
Arista Networks, Inc.
|
35,677 | $6,060,808 | |
| 5 | DELL |
Dell Technologies Inc.
|
11,921 | $5,143,434 | |
| 6 | P |
Everpure, Inc.
|
9,168 | $722,346 | |
| 7 | HPQ |
Hp Inc
|
17,993 | $394,766 | |
| 8 | SMCI |
Super Micro Computer, Inc.
This page
|
10,704 | $313,948 |
All Filings in SMCI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,948 | 10,704 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $266,909 | 11,722 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $324,809 | 11,097 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $693,691 | 14,470 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $600,225 | 12,247 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $497,952 | 14,543 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $193,273 | 6,341 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $209,449 | 503 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $267,108 | 326 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $330,279 | 327 | Shares | Defined | 2024-04-05 | |
| 2023-12-31 | $55,714 | 196 | Shares | Defined | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||