Position in SMCI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,012,610
-$1,377,732 QoQ
Shares Held
220,141
+0.8% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0.01181061228939634.ToString("F0")%
Shared 0.ToString("F0")%
None 99.9881893877106.ToString("F0")%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026Allianz Asset Management GmbH holds $676,522,197 across 10 Computer Hardware names. SMCI ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
|
1,878,401 | $230,630,072 | |
| 2 | LOGI |
Logitech International S.A.
|
1,686,007 | $153,628,957 | |
| 3 | HPQ |
Hp Inc
|
6,456,954 | $124,038,085 | |
| 4 | STX |
Seagate Technology Holdings plc
|
227,373 | $89,075,644 | |
| 5 | WDC |
Western Digital Corp
|
106,215 | $28,730,094 | |
| 6 | SNDK |
Sandisk Corp
|
34,608 | $21,987,845 | |
| 7 | DELL |
Dell Technologies Inc.
|
133,172 | $21,857,520 | |
| 8 | SMCI |
Super Micro Computer, Inc.
This page
|
220,141 | $5,012,610 |
All Filings in SMCI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,012,610 | 220,141 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $6,390,342 | 218,324 | Shares | Defined | 2026-02-11 | |
| 2025-03-31 | $220,163 | 6,430 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $274,624 | 9,010 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||