Position in SMCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$454,910,616
+$132,580,136 QoQ
Shares Held
15,510,079
+9.6% QoQ
Ownership
2.58%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#8
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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $29,163,721,083 across 36 Computer Hardware names. SMCI ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
3,591,499 | $8,166,099,021 | |
| 2 | WDC |
Western Digital Corp
|
8,411,628 | $5,372,675,035 | |
| 3 | STX |
Seagate Technology Holdings plc
|
5,155,435 | $4,974,994,775 | |
| 4 | ANET |
Arista Networks, Inc.
|
27,505,753 | $4,672,677,318 | |
| 5 | DELL |
Dell Technologies Inc.
|
7,651,858 | $3,301,470,651 | |
| 6 | HPQ |
Hp Inc
|
30,617,807 | $671,754,685 | |
| 7 | P |
Everpure, Inc.
|
8,470,557 | $667,395,185 | |
| 8 | SMCI |
Super Micro Computer, Inc.
This page
|
15,510,079 | $454,910,616 |
All Filings in SMCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,910,616 | 15,510,079 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $322,330,480 | 14,155,928 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $404,174,765 | 13,808,499 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $659,998,848 | 13,767,185 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $674,013,994 | 13,752,581 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $458,410,940 | 13,388,170 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $391,567,933 | 12,846,717 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $527,179,055 | 1,266,040 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,024,214,537 | 1,250,033 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,562,488,129 | 1,546,972 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $302,717,570 | 1,064,932 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $275,831,865 | 1,005,878 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $241,146,134 | 967,487 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $95,655,901 | 897,756 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $70,322,672 | 856,549 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $45,319,581 | 822,945 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $32,367,922 | 802,179 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $31,016,542 | 814,724 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $35,917,961 | 817,246 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $28,117,502 | 768,868 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $27,122,056 | 770,951 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $28,659,532 | 733,731 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $21,561,314 | 681,027 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $17,025,254 | 644,896 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $18,477,404 | 650,842 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,122,881 | 52,767 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||