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Disclosery

Rafferty Asset Management, LLC: SMCI position timeline

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

Rafferty Asset Management, LLC held 214,549 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 214,549 shares
    Change vs previous 13F +82,736 shares

    0.01% of the 13F portfolio, value $6,292,722.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset 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 131,813 shares
    Change vs previous 13F -40,359 shares

    0.01% of the 13F portfolio, value $3,001,382.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset 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 172,172 shares
    Change vs previous 13F -20,042 shares

    0.02% of the 13F portfolio, value $5,039,474.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset 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 192,214 shares
    Change vs previous 13F -1,870 shares

    0.03% of the 13F portfolio, value $9,214,739.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset 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 194,084 shares
    Change vs previous 13F +35,946 shares

    0.03% of the 13F portfolio, value $9,512,057.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset 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 158,138 shares
    Change vs previous 13F -38,044 shares

    0.02% of the 13F portfolio, value $5,414,645.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 196,182 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,979,627.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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