Position in SMCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,902,680
+$15,160,307 QoQ
Shares Held
610,388
+406.8% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#100
of 796 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026DNB Asset Management AS holds $716,575,244 across 13 Computer Hardware names. SMCI ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HPQ |
Hp Inc
|
18,841,944 | $413,392,251 | |
| 2 | ANET |
Arista Networks, Inc.
|
624,712 | $106,126,074 | |
| 3 | WDC |
Western Digital Corp
|
76,758 | $49,026,869 | |
| 4 | STX |
Seagate Technology Holdings plc
|
48,388 | $46,694,420 | |
| 5 | DELL |
Dell Technologies Inc.
|
67,420 | $29,089,033 | |
| 6 | SNDK |
Sandisk Corp
|
11,227 | $25,527,166 | |
| 7 | IONQ |
IonQ, Inc.
|
379,429 | $20,208,388 | |
| 8 | SMCI |
Super Micro Computer, Inc.
This page
|
610,388 | $17,902,680 |
All Filings in SMCI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,902,680 | 610,388 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $2,742,373 | 120,438 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $6,235,563 | 213,036 | Shares | Other | 2026-02-05 | |
| 2025-09-30 | $8,267,253 | 172,450 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $5,751,225 | 117,348 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,436,155 | 100,355 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,152,272 | 103,421 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $10,183,062 | 24,455 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $19,377,627 | 23,650 | Shares | Other | 2024-07-05 | |
| 2024-03-31 | $18,175,489 | 17,995 | Shares | Other | 2024-04-12 | |
| 2023-12-31 | $3,761,612 | 13,233 | Shares | Other | 2024-01-04 | |
| 2023-09-30 | $2,743,571 | 10,005 | Shares | Other | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||