Position in SMCI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$312,745
+$93,061 QoQ
Shares Held
10,663
+10.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 68 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026Tema ETFs LLC holds $30,551,065 across 7 Computer Hardware names. SMCI ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VELO |
Velo3D, Inc.
|
762,160 | $13,375,908 | |
| 2 | SNDK |
Sandisk Corp
|
2,649 | $6,023,110 | |
| 3 | WDC |
Western Digital Corp
|
6,805 | $4,346,489 | |
| 4 | ANET |
Arista Networks, Inc.
|
22,091 | $3,752,819 | |
| 5 | DELL |
Dell Technologies Inc.
|
5,381 | $2,321,686 | |
| 6 | HPQ |
Hp Inc
|
19,066 | $418,308 | |
| 7 | SMCI |
Super Micro Computer, Inc.
This page
|
10,663 | $312,745 |
All Filings in SMCI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,745 | 10,663 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $219,684 | 9,648 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $280,962 | 9,599 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $278,914 | 5,818 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||