Form 13-F position report

SUPER MICRO COMPUTER INC COM N

Reported by NAVELLIER & ASSOCIATES INC

Company profile Manager portfolio Source filing
SMCI CUSIP 86800U302 Manager CIK 0000872163
Latest reported change

Reported 310,368 shares, down 65,665 (17.5%) from the prior quarter.

Reported value -12.9%; share count -17.5% vs. the prior quarter.

Reduced
% of reported 13F value 1.38% This manager · Q1 2025
Shares 310,368 Quarter-end amount reported
Reported value $9,984,539 Fair value at quarter end
Consecutive quarters held 3 Through Q1 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

8 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 232,333 -83,259 (-26.4%) 0.54% $6,814,327 2026-08-04
Q1 2026 Added 315,592 +5,168 (1.7%) 0.75% $7,186,030 2026-05-07
Q4 2025 Reduced 310,424 -3,562 (-1.1%) 1.02% $9,086,110 2026-02-03
Q3 2025 Added 313,986 +15,496 (5.2%) 1.53% $15,052,489 2025-11-06
Q2 2025 Reduced 298,490 -11,878 (-3.8%) 1.81% $14,628,995 2025-08-07
Q1 2025 Reduced 310,368 -65,665 (-17.5%) 1.38% $9,984,539 2025-05-06
Q4 2024 Added 376,033* +9,283 (2.5%) 1.37% $11,461,486 2025-02-03
Q3 2024 New 36,675 +36,675 (0.0%) 2.07% $15,271,470 2024-11-12
Institutional context

Who else reported the position

849 managers reported SUPER MICRO COMPUTER INC COM N for Q1 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 64,407,769 +2,415,276 0.04% $2,205,322,012 2 qtrs
BlackRock Inc Reduced 40,850,550 -692,995 0.03% $1,398,722,840 2 qtrs
STATE STREET CORPORATION Reduced 21,825,340 -72,885 0.03% $747,299,642 2 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 13,388,170 +541,453 0.04% $457,010,379 2 qtrs
MORGAN STANLEY Added 11,227,507 +4,309,722 0.03% $384,429,878 2 qtrs
COATUE MANAGEMENT LLC Unchanged 8,866,735 0 1.34% $303,597,006 2 qtrs
DISCIPLINED GROWTH INVESTORS INC MN Added 8,349,727 +958,911 5.92% $285,894,652 3 qtrs
NOMURA HOLDINGS INC Added 7,854,827 +7,357,540 0.5% $268,949,276 2 qtrs
Invesco Ltd Reduced 6,565,806 -976,936 0.04% $224,813,193 2 qtrs
UBS Group AG Added 6,446,876 +575,256 0.04% $220,741,034 2 qtrs
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Filing details and methodology As reported
Report period
March 31, 2025
Filed
May 06, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
310,368

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.