SMCI — SUPER MICRO COMPUTER INC

Ownership history in Qube Research & Technologies Ltd  ·  24 quarters on record

AI Ownership Summary

Qube Research & Technologies Ltd reported SUPER MICRO COMPUTER INC (SMCI) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.06% in 2024 Q2. The latest visible filing shows SMCI at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SMCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Qube Research & Technologies Ltd'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 Q4

SMCI was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

SMCI stock page Qube Research & Technologies Ltd fund profile Qube Research & Technologies Ltd full holdings
How Qube Research & Technologies Ltd held SMCI — position size vs. price
% of Fund (quarterly)    SMCI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 16 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 806,600 -371,800 -31.6% 0.02% $23.6M 2026-02-14 (Est.) $30.54
2025 Q4 ADDED 1,178,400 +1,018,452 +636.7% 0.04% $34.5M 2026-02-14 (Est.) $30.54
2025 Q3 REDUCED 159,948 -761,852 -82.6% 0.01% $7.7M 2025-11-14 $36.42
2025 Q3 ADDED 921,800 +109,800 +13.5% 0.05% $44.2M 2025-11-14 $36.42
2025 Q3 REDUCED 812,000 -244,900 -23.2% 0.04% $38.9M 2025-11-14 $36.42
2025 Q2 ADDED 1,056,900 +344,300 +48.3% 0.05% $51.8M 2025-08-14 $45.49
2025 Q2 REDUCED 712,600 -725,900 -50.5% 0.04% $34.9M 2025-08-14 $45.49
2025 Q1 ADDED 1,438,500 +530,400 +58.4% 0.06% $49.3M 2025-05-15 $43.96
2025 Q1 ADDED 908,100 +259,900 +40.1% 0.04% $31.1M 2025-05-15 $43.96
2024 Q4 ADDED 648,200 +153,800 +31.1% 0.03% $19.8M 2025-02-14 $47.91
2024 Q4 ADDED 494,400 +493,738 +74582.8% 0.02% $15.1M 2025-02-14 $47.91
2024 Q4 REDUCED 662 -17,691 -96.4% 0.00% $21K 2025-02-14 $47.91
2024 Q3 REDUCED 18,353 -27,351 -59.8% 0.01% $7.6M 2024-11-14 $18.01
2024 Q2 ADDED 45,704 +42,510 +1330.9% 0.06% $37.4M 2024-08-14 $57.71
2024 Q1 REDUCED 3,194 -3,536 -52.5% 0.01% $3.2M 2024-05-14 $82.24
2023 Q4 REDUCED 6,730 -1,327 -16.5% 0.00% $1.9M 2024-02-13 $79.15
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SMCI

As of 2025 Q4 — sorted by position size

DISCIPLINED GROWTH INVESTORS INC /MN 3Y 7Y 5.4% Nepsis Inc. 3Y 7Y 3.28% PLUSTICK MANAGEMENT LLC 3Y 2.91% Longitude (Cayman) Ltd. 3Y 2.91% HERALD INVESTMENT MANAGEMENT Ltd 3Y 7Y 2.71% NEEDHAM INVESTMENT MANAGEMENT LLC 3Y 7Y 2.55% RPG Investment Advisory, LLC 3Y 7Y 1.71% IRONWOOD INVESTMENT MANAGEMENT LLC 3Y 7Y 1.29% Integrated Financial Solutions, Inc. 1.14% NAVELLIER & ASSOCIATES INC 3Y 7Y 1.02%

FAQ About Qube Research & Technologies Ltd and SMCI

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

How long has Qube Research & Technologies Ltd reported owning SMCI?

Qube Research & Technologies Ltd reported SMCI across 16 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SMCI position in Qube Research & Technologies Ltd's portfolio?

The largest reported portfolio weight for SMCI was 0.06% in 2024 Q2.

What is the latest reported SMCI position on this page?

The most recent filing on this page is 2025 Q4, when Qube Research & Technologies Ltd reported 806,600 shares, equal to 0.02% of portfolio, with an estimated market value of $23.6M.

What does the chart on this SMCI ownership page compare?

The chart compares Qube Research & Technologies Ltd'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.

← Back to Qube Research & Technologies Ltd Holdings