MORGAN STANLEY

Position in SMCI — Super Micro Computer, Inc.

CIK 895421 NEW YORK, NY

Back to SMCI Full portfolio

Position in SMCI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$300,279,418

+$125,595,225 QoQ

Shares Held

9,720,343

+26.7% QoQ

Ownership

1.62%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#13

of 796 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Common Shares in SMCI Over Time

Shares Held

Position Value (USD)

Position in Computer Hardware

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $24,557,855,459 across 34 Computer Hardware names. SMCI ranks #9 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNDK	Sandisk Corp	2,400,851	$5,458,886,936
2	WDC	Western Digital Corp	8,148,144	$5,204,382,524
3	STX	Seagate Technology Holdings plc	4,720,524	$4,555,305,660
4	ANET	Arista Networks, Inc.	19,696,435	$3,346,030,368
5	DELL	Dell Technologies Inc.	7,074,450	$3,052,342,188
6	IONQ	IonQ, Inc.	26,279,397	$1,399,640,679
7	LOGI	Logitech International S.A.	5,459,943	$513,453,037
8	HPQ	Hp Inc	14,033,468	$307,894,280

All Filings in SMCI

Export CSV

27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 SMCIP	$34,858,353	670,869	—	Shares	Defined	2026-08-13
2026-06-30	$265,421,065	9,049,474	+18.0%	Shares	Defined	2026-08-13
2026-03-31	$174,684,193	7,671,682	-32.0%	Shares	Defined	2026-05-15
2025-12-31	$330,387,606	11,287,585	+2.3%	Shares	Defined	2026-05-27
2025-09-30	$528,736,052	11,029,121	-11.4%	Shares	Defined	2026-05-27
2025-06-30	$610,195,717	12,450,433	+10.9%	Shares	Defined	2025-08-15
2025-03-31	$384,429,834	11,227,507	+62.3%	Shares	Defined	2025-05-15
2024-12-31	$210,854,081	6,917,785	+351.8%	Shares	Defined	2025-05-15
2024-09-30	$637,535,880	1,531,066	+89.8%	Shares	Defined	2025-05-14
2024-06-30	$660,845,099	806,548	+21.0%	Shares	Defined	2025-05-14
2024-03-31	$673,182,968	666,498	-25.6%	Shares	Defined	2024-10-17
2023-12-31	$254,592,062	895,631	+27.5%	Shares	Defined	2024-08-16
2023-09-30	$192,614,591	702,409	-5.4%	Shares	Defined	2023-11-15
2023-06-30	$184,973,656	742,121	+70.6%	Shares	Defined	2023-08-14
2023-03-31	$46,359,367	435,095	-15.4%	Shares	Defined	2023-05-15
2022-12-31	$42,200,381	514,012	-6.6%	Shares	Defined	2023-02-14
2022-09-30	$30,301,491	550,236	-19.8%	Shares	Defined	2022-11-14
2022-06-30	$27,698,899	686,466	+1275.5%	Shares	Defined	2022-10-27
2022-03-31	$1,899,956	49,907	-44.9%	Shares	Defined	2022-10-27
2021-12-31	$3,984,240	90,654	+45.5%	Shares	Defined	2022-02-14
2021-09-30	$2,277,794	62,286	-4.7%	Shares	Defined	2021-11-15
2021-06-30	$2,298,800	65,344	+313.9%	Shares	Defined	2021-08-23
2021-03-31	$616,597	15,786	-89.4%	Shares	Defined	2021-05-17
2020-12-31	$4,715,533	148,943	+2949.6%	Shares	Defined	2021-02-16
2020-09-30	$128,937	4,884	-71.1%	Shares	Defined	2020-11-13
2020-06-30	$480,045	16,909	-61.7%	Shares	Defined	2020-08-14
2020-03-31	$938,532	44,104	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.