Assenagon Asset Management S.A.

Position in SMCI — Super Micro Computer, Inc.

CIK 1546007 SENNINGERBERG, N4

Position in SMCI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$63,788,731

+$61,141,150 QoQ

Shares Held

2,174,863

+1770.4% QoQ

Ownership

0.362%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

of 54 holders

Holding Since

Dec 2024

7 quarters on record

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

Technology · as of Jun 30, 2026

Assenagon Asset Management S.A. holds $2,021,491,908 across 9 Computer Hardware names. SMCI ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNDK	Sandisk Corp	621,849	$1,413,916,726
2	ANET	Arista Networks, Inc.	2,071,661	$351,933,770
3	LOGI	Logitech International S.A.	1,045,742	$98,341,577
4	SMCI	Super Micro Computer, Inc. This page	2,174,863	$63,788,731
5	DELL	Dell Technologies Inc.	139,560	$60,214,557
6	P	Everpure, Inc.	164,585	$12,967,652
7	WDC	Western Digital Corp	18,844	$12,036,039
8	STX	Seagate Technology Holdings plc	7,321	$7,064,765

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,788,731	2,174,863	+1770.4%	Shares	Sole	2026-07-08
2026-03-31	$2,647,581	116,275	-74.7%	Shares	Sole	2026-04-20
2025-12-31	$13,458,433	459,803	+109.7%	Shares	Sole	2026-01-09
2025-09-30	$10,513,913	219,314	+65.7%	Shares	Sole	2025-10-07
2025-06-30	$6,487,845	132,378	-19.2%	Shares	Sole	2025-07-11
2025-03-31	$5,607,724	163,777	+96.4%	Shares	Sole	2025-04-15
2024-12-31	$2,542,214	83,406	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.