VARCOV Co.

Position in SMCI — Super Micro Computer, Inc.

CIK 2078837 DARIEN, CT

Position in SMCI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$238,570

-$24,127 QoQ

Shares Held

8,134

-29.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#533

of 798 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

VARCOV Co. holds $1,407,610 across 5 Computer Hardware names. SMCI ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	QUBT	Quantum Computing Inc.	64,663	$627,231
2	IONQ	IonQ, Inc.	4,924	$262,252
3	SMCI	Super Micro Computer, Inc. This page	8,134	$238,570
4	RGTI	Rigetti Computing, Inc.	11,149	$215,398
5	CRCT	Cricut, Inc.	14,615	$64,159

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,570	8,134	-29.5%	Shares	Sole	2026-08-14
2026-03-31	$262,697	11,537	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.