Alyeska Investment Group, L.P.
Position in SMCI — Super Micro Computer, Inc.
CIK 1453072
CHICAGO, IL
Position in SMCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$70,665,912
-$33,760,822 QoQ
Shares Held
2,409,339
+13.1% QoQ
Ownership
0.401%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#56
of 796 holders
Holding Since
Sep 2023
3 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, 2026Alyeska Investment Group, L.P. holds $1,069,261,675 across 7 Computer Hardware names. SMCI ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
|
3,165,387 | $537,735,943 | |
| 2 | STX |
Seagate Technology Holdings plc
|
291,439 | $281,238,635 | |
| 3 | P |
Everpure, Inc.
|
1,343,702 | $105,870,280 | |
| 4 | SMCI |
Super Micro Computer, Inc.
This page
|
2,409,339 | $70,665,912 | |
| 5 | QMCO |
Quantum Corp /De/
|
2,653,928 | $29,193,208 | |
| 6 | LOGI |
Logitech International S.A.
|
295,309 | $27,770,858 | |
| 7 | WDC |
Western Digital Corp
|
26,282 | $16,786,839 |
All Filings in SMCI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,665,912 | 2,409,339 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $104,426,734 | 2,130,723 | Shares | Sole | 2025-08-14 | |
| 2023-09-30 | $15,431,730 | 56,275 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||