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Disclosery

Caption Management, LLC: SMCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caption Management, LLC on SMCI, newest first. How the timeline and the estimate are built.

Caption Management, LLC held 120,350 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,350 shares
    Change vs previous 13F -76,650 shares

    0.12% of the 13F portfolio, value $3,529,866.

    13F-HR 0001706766-26-000005 filed by Caption Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 197,000 shares
    Change vs previous 13F -57,968 shares

    0.21% of the 13F portfolio, value $4,485,690.

    13F-HR 0001706766-26-000004 filed by Caption Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 254,968 shares
    Change vs previous 13F +115,768 shares

    0.33% of the 13F portfolio, value $7,462,913.

    13F-HR 0001706766-26-000002 filed by Caption Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 139,200 shares
    Change vs previous 13F +53,200 shares

    0.39% of the 13F portfolio, value $6,673,248.

    13F-HR 0001706766-25-000009 filed by Caption Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 86,000 shares
    Change vs previous 13F +81,400 shares

    0.39% of the 13F portfolio, value $4,214,860.

    13F-HR 0001706766-25-000006 filed by Caption Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,600 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $157,504.

    13F-HR 0001706766-25-000004 filed by Caption Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).