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If Strategy bought Super Micro Compute instead of Bitcoin…
$115.5B vs $68.2B BTC value
Total invested
$63.7B
118 transactions
SMCI value today
$115.5B
+81.4% return
BTC value today
$68.2B
+7.0% return
SMCI outperformed by
+$47.3B
+74% more return on capital
Bitcoin (actual)
SMCI (hypothetical)
Per-transaction breakdown
Showing 10 most recent of 118 transactions
Transaction dateAmountBTC value nowSMCI value now
Aug 10, 2026Sale$109M$109M$109M
Aug 3, 2026Sale$105M$105M$105M
Jul 6, 2026Sale$135M$135M$135M
Jun 30, 2026Sale$81M$81M$81M
Jun 22, 2026$35M$42M$40M
Jun 15, 2026$100M$129M$124M
Jun 8, 2026$101M$126M$91M
Jun 1, 2026Sale$2M$2M$2M
May 18, 2026$2.0B$2.0B$2.6B
May 11, 2026$43M$43M$48M

SMCI paid negligible dividends during this period and is treated as price-return-only. Splits are silently adjusted. Saylor often makes multiple purchases per month — each is its own row. See methodology.