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If Strategy bought Super Micro Compute instead of Bitcoin…
$93.8B vs $54.1B BTC value
Total invested
$63.9B
116 transactions
SMCI value today
$93.8B
+46.9% return
BTC value today
$54.1B
-15.2% return
SMCI outperformed by
+$39.7B
+62% more return on capital
Bitcoin (actual)
SMCI (hypothetical)
Per-transaction breakdown
Showing 10 most recent of 116 transactions
Transaction dateAmountBTC value nowSMCI value now
Jul 6, 2026Sale$135M$135M$135M
Jun 30, 2026Sale$81M$81M$81M
Jun 22, 2026$35M$33M$32M
Jun 15, 2026$100M$102M$101M
Jun 8, 2026$101M$99M$74M
Jun 1, 2026Sale$2M$2M$2M
May 18, 2026$2.0B$1.6B$2.1B
May 11, 2026$43M$34M$39M
Apr 27, 2026$255M$210M$284M
Apr 20, 2026$2.5B$2.2B$2.8B

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.