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SMCI

Super Micro Computer, Inc.

Sector: technologyComputer HardwareNASDAQMarket Cap: $19.42B

Super Micro Computer, Inc. (SMCI) designs and manufactures high-performance server and storage solutions, with a primary political signal being direct executive branch ownership by former President Donald J. Trump and active trading by three members of Congress.

Govt Dependence
0/100
Regulatory Density
10/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL

BusinessWhat SMCI does

Super Micro Computer, Inc. provides application-optimized server and storage solutions, including complete rack-scale solutions, for data centers, cloud computing, enterprise IT, and AI/ML workloads. Its business model centers on modular, building-block architecture for rapid customization and deployment. Revenue is derived from the sale of server and storage systems, subsystems, and accessories.

12 months past · 3 months futureSMCI activity timeline

$63$41$20 JunJulAugSepOctNovDecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $60.71 hi $20.53 lo $27.09 CONGRESS 29 INSIDERS 0 13F FUNDS 30 BILLS 56 John Boozman (R) · Purchase · 2025-12-11John Boozman (R) · Sale (Full) · 2025-12-31Gilbert Ray Cisneros (D) · Sale · 2025-11-12Gilbert Ray Cisneros (D) · purchase · 2025-09-05Gilbert Ray Cisneros (D) · Purchase · 2025-09-05 Citadel Advisors · OPENED $753M · 2025-06-30Citadel Advisors · OPENED $559M · 2025-09-30D.E. Shaw & Co. · OPENED $322M · 2025-09-30Citadel Advisors · OPENED $315M · 2025-12-31D.E. Shaw & Co. · OPENED $310M · 2025-06-30D.E. Shaw & Co. · OPENED $206M · 2025-12-31D.E. Shaw & Co. · OPENED $167M · 2025-06-30Two Sigma Investments · OPENED $52M · 2025-09-30D.E. Shaw & Co. · OPENED $46M · 2025-09-30Two Sigma Investments · OPENED $44M · 2025-12-31Bridgewater Associates · OPENED $38M · 2025-06-30Two Sigma Investments · OPENED $29M · 2025-12-31Two Sigma Investments · OPENED $26M · 2025-09-30Two Sigma Investments · OPENED $15M · 2025-06-30 HR.2505 · reported · 2025-07-22HR.2152 · markup · 2026-05-13HR.2384 · committee · 2025-07-22HR.1766 · committee · 2025-07-15HR.1770 · committee · 2025-07-15 MARKUP · Senate Homeland Security and Governmental Affairs · 2026-05-19MARKUP · Senate Armed Services · 2026-05-19MARKUP · House Armed Services · 2026-05-19MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-05-19MARKUP · Senate Judiciary Subcommittee on Constitution · 2026-05-19MARKUP · Senate Armed Services Subcommittee on Emerging Threats and C · 2026-05-19MARKUP · Senate Intelligence (Select) · 2026-05-19MARKUP · House Intelligence (Permanent Select) · 2026-05-20MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-05-20MARKUP · House Financial Services Subcommittee on Digital Assets, Fin · 2026-05-20MARKUP · House Science, Space, and Technology · 2026-05-20MARKUP · House Armed Services · 2026-05-20MARKUP · House Homeland Security · 2026-05-20MARKUP · House Judiciary · 2026-05-20MARKUP · House Education and Workforce Subcommittee on Health, Employ · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Oversight and Inve · 2026-05-20MARKUP · Senate Judiciary · 2026-05-20MARKUP · Senate Armed Services Subcommittee on Personnel · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Health · 2026-05-20MARKUP · House Financial Services Subcommittee on Capital Markets · 2026-05-20MARKUP · Senate Judiciary Subcommittee on Federal Courts, Oversight, · 2026-05-20MARKUP · Senate Small Business and Entrepreneurship · 2026-05-20MARKUP · Senate Intelligence (Select) · 2026-05-20MARKUP · Senate Armed Services · 2026-05-20MARKUP · Senate Armed Services · 2026-05-21MARKUP · House Financial Services Subcommittee on National Security, · 2026-05-21MARKUP · House Judiciary Subcommittee on Courts, Intellectual Propert · 2026-05-21MARKUP · House Small Business · 2026-05-21MARKUP · Senate Judiciary · 2026-05-21MARKUP · House Science, Space, and Technology Subcommittee on Environ · 2026-05-21MARKUP · Homeland Security Subcommittee on Cybersecurity and Infrastr · 2026-05-21
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
240 trading days · 5 congressional trades shown · 0 insider buys · 14 13F filings · 5 past bill actions · 31 upcoming markups

Executive Branch ConflictsSMCI held by Trump-administration officials

1 cabinet/senior official reported SMCI positions in OGE Form 278 disclosures across 1 filings.

Lifetime Government AwardsSMCI federal contracts

SMCI doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding SMCI

$9.04B
Total SMCI held by tracked 13F funds
37
Funds with SMCI positions
+37
Funds opened this quarter
Citadel Advisors $1.62B opened 2024-03-31
Citadel Advisors $1.44B opened 2024-06-30
Citadel Advisors $1.02B opened 2024-09-30
Citadel Advisors $753M opened 2025-06-30
Citadel Advisors $686M opened 2024-12-31
Citadel Advisors $559M opened 2025-09-30
Citadel Advisors $473M opened 2025-03-31
D.E. Shaw & Co. $322M opened 2025-09-30
29 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading SMCIMembers of Congress with recent SMCI positions

6 politicians traded SMCI across 29 disclosed transactions totaling $896K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just SMCI). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading SMCI

2025-12-11 John Boozman R-Arkansas · senate Purchase $1,001 - $15,000
2025-12-31 John Boozman R-Arkansas · senate Sale (Full) $1,001 - $15,000
2025-11-12 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2025-09-05 Gilbert Ray Cisneros D-California · house purchase $1,001 - $15,000
2025-09-05 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2025-05-02 Tim Moore R-North Carolina · house sale $15,001 - $50,000
2025-04-30 Tim Moore R-North Carolina · house Purchase $15,001 - $50,000
2025-05-02 Tim Moore R-North Carolina · house Sale $15,001 - $50,000
2025-04-30 Tim Moore R-North Carolina · house purchase $15,001 - $50,000
2025-04-01 Julie Johnson D-Texas · house sale $1,001 - $15,000
2025-04-01 Julie Johnson D-Texas · house Sale $1,001 - $15,000
2025-04-08 Robert P. Bresnahan R-Pennsylvania · house sale $1,001 - $15,000
29+ trades on file · most recent 2026-01-13

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Stock awards & option exercises

3
option exercises · $200K
For SMCI, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting SMCILive legislation impacting this stock

Political ProfileWhere SMCI sits in Washington

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STRUCTURAL: Direct executive branch exposure via a disclosed holding by Donald J. Trump (`get_executive_branch_exposure.by_ticker[0].holdings[0]`). EVIDENTIARY: Active, high-volume trading by three distinct members of Congress (`Top congressional traders`), including a net buyer (M001236). Net: Evidentiary trading activity is offset by a lack of structural lobbying, donations, or federal contract history.

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

  • No specific congressional critics identified.
Member intelligence layer

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Frequently AskedAbout SMCI & political exposure

Does Super Micro Computer, Inc. (SMCI) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Super Micro Computer, Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own SMCI stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in SMCI on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded SMCI stock?
29 congressional trades by 6 unique members of Congress, most recently on 2025-12-31. See the Congressional Trading panel for politician-by-politician breakdown.
What is SMCI political risk profile?
Government dependence: 0/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.
How does GovGreed track SMCI political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. SMCI data is updated daily from these official federal sources.