Supermicro (SMCI)Mizuho Markets Americas LLC reduced its stake -188K shares

660K

Shares reported · -188K vs prior quarter

0.30%

Disclosed portfolio weight

$19.4M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 24, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jun 10, 2026Company filing · Form 8-K · Material agreement, Reg FDSigned an important agreement, and shared information with investors
2. Jun 10, 2026Company filing · Form 8-K · Material agreement, Shareholder rightsSigned an important agreement, and changed the rights of its shareholders (and 1 more item)
3. Jun 16, 20265% stakeJANE STREET GROUP, LLC reported a passive stake (13G) of 8.5%
4. Jun 18, 20265% stakeJANE STREET GROUP, LLC reported a passive stake (13G) of 8.5%
5. Jun 18, 20265% stakeCapital Ventures International reported a passive stake (13G) of 6.2%
6. Jun 22, 2026Government · Federal Register noticeForeign-Trade Zone (FTZ) 18, Notification of Proposed Production Activity; Super Micro Computer, Inc.; (High-Performance Computing Systems); San Jose, Fremont, and Milpitas, California
7. Jun 22, 2026Government · Federal Register noticeNotice of Receipt of Complaint; Solicitation of Comments Relating to the Public Interest
8. Jul 20, 2026Government · Federal Register noticeCertain Dynamic Random Access Memory (DRAM) Devices, Products Containing the Same, and Components Thereof (II); Notice of Institution of Investigation
9. Jul 21, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. Jul 31, 20265% stakeVanguard Portfolio Management reported a passive stake (13G) of 5.1%
2. Aug 11, 2026Company filing · Form 8-K · ResultsReported its results
3. Aug 13, 20265% stakeJANE STREET GROUP, LLC reported a passive stake (13G) of 7.4%
4. Aug 14, 20265% stakeCapital Ventures International reported a passive stake (13G) of 5.1%
5. Aug 17, 2026Government · Federal Register noticeNotice of Receipt of Complaint; Solicitation of Comments Relating to the Public Interest
6. Sep 3, 2026Insider · 2 peopleInsiders: 4 sales (~$7.4M)
7. Sep 4, 2026Insider · 2 peopleInsiders: 2 sales (~$8.0M)
8. Sep 25, 2026Government · Federal Register noticeCertain Dynamic Random Access Memory (DRAM) Devices, Products Containing the Same, and Components Thereof (III); Notice of Institution of Investigation
9. Oct 7, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On October 8, 2026, the Board of Directors (the “Board”) of Super Micro Computer, Inc. (the “Company”) appointed Shesha Krishnapura to serve as a member of the Board, effective October 9, 2026.”
10. Oct 7, 2026Insider · 2 peopleInsiders: 2 sales (~$9.0M)
11. Oct 9, 2026Government · Federal Register noticeCertain Dynamic Random Access Memory (DRAM) Devices, Products Containing the Same, and Components Thereof; Notice of Commission Determination Not To Review an Initial Determination Terminating the Investigation Based on Settlement; Termination of the Investigation

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Supermicro

For Supermicro, OQRO holds 11 insider filings (SEC Form 4 or Form 144) and 7 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SMCI page.

How this filing works

• SEC Form 13F

Other disclosures at Supermicro

• SEC Form 4Oct 9, 2026
• SEC Form 4Oct 9, 2026
• SEC Form 144Oct 7, 2026
• SEC Form 4Sep 8, 2026
• SEC Form 4Sep 8, 2026
• SEC Form 4Sep 8, 2026

Everything OQRO holds on this company is on its SMCI page.