NEEDHAM INVESTMENT MANAGEMENT LLC

Position in SMCI — Super Micro Computer, Inc.

CIK 1167212 NEW YORK, NY

Back to SMCI Full portfolio

Position in SMCI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$54,509,805

+$17,702,100 QoQ

Shares Held

1,858,500

+15.0% QoQ

Ownership

0.309%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#63

of 796 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SMCI Over Time

Shares Held

Position Value (USD)

Position in Computer Hardware

Technology · as of Jun 30, 2026

NEEDHAM INVESTMENT MANAGEMENT LLC holds $87,953,459 across 4 Computer Hardware names. SMCI ranks #1 (62.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SMCI	Super Micro Computer, Inc. This page	1,858,500	$54,509,805
2	UMAC	Unusual Machines, Inc.	718,500	$16,022,550
3	DDD	3D Systems Corp	3,525,200	$10,646,104
4	DPRO	Draganfly Inc.	1,250,000	$6,775,000

All Filings in SMCI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,509,805	1,858,500	+15.0%	Shares	Defined	2026-08-14
2026-03-31	$36,807,705	1,616,500	+17.1%	Shares	Defined	2026-05-15
2025-12-31	$40,392,600	1,380,000	-1.8%	Shares	Sole	2026-02-17
2025-09-30	$67,355,700	1,405,000	-1.5%	Shares	Defined	2025-11-14
2025-06-30	$69,937,270	1,427,000	-0.4%	Shares	Defined	2025-08-14
2025-03-31	$49,048,800	1,432,500	+1.6%	Shares	Defined	2025-05-15
2024-12-31	$42,976,800	1,410,000	+978.4%	Shares	Defined	2025-02-14
2024-09-30	$54,444,300	130,750	+4.9%	Shares	Defined	2024-11-14
2024-06-30	$102,172,944	124,700	0.0%	Shares	Defined	2024-08-14
2024-03-31	$125,950,740	124,700	-36.7%	Shares	Defined	2024-05-15
2023-12-31	$55,999,220	197,000	-3.0%	Shares	Defined	2024-02-14
2023-09-30	$55,666,660	203,000	-7.1%	Shares	Defined	2023-11-14
2023-06-30	$54,461,125	218,500	-12.6%	Shares	Defined	2023-08-14
2023-03-31	$26,637,500	250,000	-8.3%	Shares	Defined	2023-05-15
2022-12-31	$22,372,250	272,500	-5.1%	Shares	Defined	2023-02-14
2022-09-30	$15,805,090	287,000	-2.2%	Shares	Defined	2022-11-14
2022-06-30	$11,838,690	293,400	-20.7%	Shares	Defined	2022-08-12
2022-03-31	$14,085,900	370,000	-0.7%	Shares	Defined	2022-05-16
2021-12-31	$16,371,375	372,500	-5.7%	Shares	Defined	2022-02-14
2021-09-30	$14,445,150	395,000	-3.1%	Shares	Sole	2021-11-15
2021-06-30	$14,335,850	407,500	-4.1%	Shares	Defined	2021-08-16
2021-03-31	$16,600,500	425,000	-2.1%	Shares	Defined	2021-05-17
2020-12-31	$13,738,413	433,936	-17.7%	Shares	Defined	2021-02-16
2020-09-30	$13,912,800	527,000	-25.4%	Shares	Defined	2021-02-25
2020-06-30	$20,064,632	706,750	+16.6%	Shares	Defined	2021-02-25
2020-03-31	$12,895,680	606,000	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.