SMCI β€” SUPER MICRO COMPUTER INC

Ownership history in Lifeworks Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Lifeworks Advisors, LLC reported SUPER MICRO COMPUTER INC (SMCI) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.57% in 2025 Q2. The latest visible filing shows SMCI at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lifeworks Advisors, LLC's position in SUPER MICRO COMPUTER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SMCI was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lifeworks Advisors, LLC held SMCI β€” position size vs. price
% of Fund (quarterly)    SMCI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 4,558 -73,334 -94.1% 0.03% $219K 2025-11-12 $37.91
2025 Q2 ADDED 77,892 +67,093 +621.3% 0.57% $3.8M 2025-08-05 $57.26
2025 Q1 INITIATED 10,799 β€” β€” 0.06% $370K 2025-05-06 $32.94

FAQ About Lifeworks Advisors, LLC and SMCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lifeworks Advisors, LLC reported owning SMCI?

Lifeworks Advisors, LLC reported SMCI across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported SMCI position in Lifeworks Advisors, LLC's portfolio?

The largest reported portfolio weight for SMCI was 0.57% in 2025 Q2.

What is the latest reported SMCI position on this page?

The most recent filing on this page is 2025 Q3, when Lifeworks Advisors, LLC reported 4,558 shares, equal to 0.03% of portfolio, with an estimated market value of $219K.

What does the chart on this SMCI ownership page compare?

The chart compares Lifeworks Advisors, LLC's quarterly SMCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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