Supermicro (SMCI) Stock Concentration Calculator
Calculator · free · no signup · SMCIQuantify Supermicro concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Supermicro
Supermicro (SMCI) is a public Hardware company, incorporated in California and headquartered in San Jose, CA.
Equity grants at Supermicro typically include restricted stock units (RSUs).
Super Micro Computer, Inc., doing business as Supermicro, is an American information technology company based in San Jose, California. The company is one of the largest producers of high-performance and high-efficiency servers, while also providing server management software, and storage systems for various markets, including enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing. Supermicro was founded in 1993, and has manufacturing operations in Silicon Valley, the Netherlands, and in Taiwan at its Science and Technology Park.
Source: Wikipedia (CC BY-SA 4.0)
Charles Liang founded the company in San Jose in 1993, and its distinguishing choice was building block architecture: modular server designs assembled to order, which let it ship configurations for new chips faster than larger rivals. That speed made it a primary supplier of GPU servers during the AI buildout, and revenue multiplied. A short-seller report, a delayed annual filing, and an auditor resignation in 2024 triggered a Nasdaq compliance process that the company resolved in 2025 after appointing a new auditor and completing its filings.
Sources: supermicro.com · en.wikipedia.org
Equity comp at Supermicro
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-08-17.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Supermicro.
If a meaningful share of your net worth sits in SMCI, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with SMCI's option-implied volatility.
All Supermicro tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Supermicro equity questions
- How much SMCI stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your SMCI position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Supermicro grant ISOs, NSOs, or RSUs?
- Equity compensation at Supermicro typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Supermicro RSUs use double-trigger vesting?
- No. Supermicro restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
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OptionsAhoy plans your Supermicro equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.