Super Micro Computer, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Super Micro Computer, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Super Micro Computer, Inc., together with its subsidiaries, develops and manufactures high-performance server and storage solutions based on modular and open architecture. Its solutions range from complete server, storage, modular blade servers, blades, workstations, full racks, networking devices, server management software, and server sub-systems, as well as support and services. The company also provides application-optimized server solutions, including rackmount and blade servers, storage systems, and subsystems and accessories; and server software management solutions, such as Server Management Suite, including Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, and SuperDoctor 5. In addition, it offers server subsystems and accessories comprising server boards, chassis, power supplies, and other accessories. Further, the company provides server and storage system integration, configuration, and software upgrade and update services; and technical documentation services, as well as identifies service requirements, creates and executes project plans, and conducts verification testing and training services. Additionally, it offers help desk and on-site product support services for its server and storage systems; and customer support services, including ongoing maintenance and technical support for its products. The company provides its products to enterprise data centers, cloud computing, artificial intelligence, and 5G and edge computing markets. It sells its products through direct sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. The company primarily operates in the United States, Europe, Asia, and internationally. Super Micro Computer, Inc. was incorporated in 1993 and is headquartered in San Jose, California.
Super Micro Computer, Inc., together with its subsidiaries, develops and manufactures high-performance server and storage solutions based on modular and open architecture. Its solutions range from complete server, storage, modular blade servers, blades, workstations, full racks, networking devices, server management software, and server sub-systems, as well as support and services. The company also provides application-optimized server solutions, including rackmount and blade servers, storage systems, and subsystems and accessories; and server software management solutions, such as Server Management Suite, including Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, and SuperDoctor 5. In addition, it offers server subsystems and accessories comprising server boards, chassis, power supplies, and other accessories. Further, the company provides server and storage system integration, configuration, and software upgrade and update services; and technical documentation services, as well as identifies service requirements, creates and executes project plans, and conducts verification testing and training services. Additionally, it offers help desk and on-site product support services for its server and storage systems; and customer support services, including ongoing maintenance and technical support for its products. The company provides its products to enterprise data centers, cloud computing, artificial intelligence, and 5G and edge computing markets. It sells its products through direct sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. The company primarily operates in the United States, Europe, Asia, and internationally. Super Micro Computer, Inc. was incorporated in 1993 and is headquartered in San Jose, California.
Last report6 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
No other changes.
No other changes.
No thesis.
Annual filing, covered
10-K parsed · Aug 31 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Company IR feed, covered
Press releases · twice daily
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Aug 31 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Company IR feed, covered
Press releases · twice daily
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Products, patents, hiring, not covered
Not covered
−5.70%
vs ±12.3% implied · ×0.46
shaded = implied · ▲▼ = realized
Super Micro Computer, Inc.
26.99
−2.61 · −8.82%
Same SIC code · 5
Same SEC industry code: Apple Inc., Dell Technologies Inc., Omnicell, Inc. and 2 more; of Super Micro Computer, Inc.'s 6 closest co-movers, 1 shares that code.
Same SIC code · 5
Same SEC industry code: Apple Inc., Dell Technologies Inc., Omnicell, Inc. and 2 more; of Super Micro Computer, Inc.'s 6 closest co-movers, 1 shares that code.
| Manager | Value | % base | |
|---|---|---|---|
| Jane Street | $1.5B | 8.25% | +39.43% |
| BlackRockindex-like | $1.4B | 7.77% | +9.98% |
| Susquehanna International | $1.2B | 6.93% | −0.09% |
| Vanguardindex-like | $1.1B | 5.93% | +10.52% |
| Vanguard Portfolioindex-like | $963.9M | 5.36% | +11.14% |
| Manager | Value | % base | |
|---|---|---|---|
| Jane Street | $1.5B | 8.25% | +39.43% |
| BlackRockindex-like | $1.4B | 7.77% | +9.98% |
| Susquehanna International | $1.2B | 6.93% | −0.09% |
| Vanguardindex-like | $1.1B | 5.93% | +10.52% |
| Vanguard Portfolioindex-like | $963.9M | 5.36% | +11.14% |
Expected move
Inputsspot 29.60exp Feb 19ATM strike 30ATM straddle 9.42IV 74%
Linked news
Tall tick = annual report · Source: EDGAR