Grantham, Mayo, Van Otterloo & Co. LLC

Position in SMCI — Super Micro Computer, Inc.

CIK 1352662 Boston, MA

Position in SMCI

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$4,373,934

+$1,915,401 QoQ

Shares Held

192,092

+128.7% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Grantham, Mayo, Van Otterloo & Co. LLC holds $65,979,126 across 4 Computer Hardware names. SMCI ranks #4 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HPQ	Hp Inc	1,503,905	$28,890,015
2	DELL	Dell Technologies Inc.	120,061	$19,705,611
3	LOGI	Logitech International S.A.	142,774	$13,009,566
4	SMCI	Super Micro Computer, Inc. This page	192,092	$4,373,934

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,373,934	192,092	+128.7%	Shares	Sole	2026-05-14
2025-12-31	$2,458,533	83,995	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.