Position in SMCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,621,085
+$2,975,418 QoQ
Shares Held
402,594
-5.0% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#115
of 796 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $655,923,659 across 18 Computer Hardware names. SMCI ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
424,917 | $183,334,686 | |
| 2 | ANET |
Arista Networks, Inc.
|
943,236 | $160,236,929 | |
| 3 | STX |
Seagate Technology Holdings plc
|
152,692 | $147,347,780 | |
| 4 | WDC |
Western Digital Corp
|
112,432 | $71,812,564 | |
| 5 | SNDK |
Sandisk Corp
|
14,206 | $32,300,606 | |
| 6 | HPQ |
Hp Inc
|
883,278 | $19,379,117 | |
| 7 | SMCI |
Super Micro Computer, Inc.
This page
|
402,594 | $12,621,085 | |
| 8 | QBTS |
D-Wave Quantum Inc.
|
504,288 | $12,097,868 |
All Filings in SMCI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SMCIP | $1,866,714 | 35,926 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $10,754,371 | 366,668 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $9,645,667 | 423,613 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $8,249,191 | 281,831 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $15,218,839 | 317,456 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $15,452,263 | 315,288 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,562,148 | 308,474 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $9,279,696 | 304,452 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $15,251,898 | 36,628 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $14,237,024 | 17,376 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $12,588,002 | 12,463 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,425,954 | 19,088 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,565,488 | 16,649 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,893,792 | 11,610 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,737,297 | 16,305 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,537,158 | 18,723 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,052,442 | 19,111 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||