Alyeska Investment Group’s Super Micro Computer SMCI Stock Holding History

Alyeska Investment Group’s Portfolio SMCI Stock Details SMCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$70.7M	Buy	+2,409,339	New	+$76.8M	0.18%	157
2025 Q3	–	Sell	-2,130,723	Closed	-$104M	–	707
2025 Q2	$104M	Buy	+2,130,723	New	+$82.1M	0.37%	74
2023 Q4	–	Sell	-562,750	Closed	-$15.4M	–	653
2023 Q3	$15.4M	Buy	+562,750	New	+$15.7M	0.1%	231
2017 Q3	–	Sell	-9,158,470	Closed	-$22.6M	–	527
2017 Q2	$22.6M	Buy	9,158,470 +365,770	+4%	+$894K	0.19%	156
2017 Q1	$22.3M	Sell	8,792,700 -1,387,060	-14%	-$3.68M	0.18%	176
2016 Q4	$28.6M	Buy	10,179,760 +3,614,320	+55%	+$9.11M	0.24%	151
2016 Q3	$15.3M	Buy	+6,565,440	New	+$14.6M	0.14%	215

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Alyeska Investment Group's SMCI Position: Q2 2026 in Review

Alyeska Investment Group opened a new position in Super Micro Computer (SMCI) in Q2 2026: 2,409,339 shares worth $70.7M. The stake represents 0.18% of the portfolio and ranks #157 among its holdings. This is a return to the name: Alyeska Investment Group previously reported a position in SMCI as recently as Q2 2025.

Alyeska Investment Group first reported a position in SMCI in Q3 2016 and has held it in 7 quarters since. The position peaked at $104M in Q2 2025. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Alyeska Investment Group held 2,409,339 shares of Super Micro Computer worth $70.7M as of Q2 2026.
Super Micro Computer was a new Alyeska Investment Group position in Q2 2026.
Super Micro Computer made up 0.18% of Alyeska Investment Group's portfolio in Q2 2026, its #157 holding.
Alyeska Investment Group first reported a position in Super Micro Computer in Q3 2016 and has held it in 7 quarters since.
Alyeska Investment Group's Super Micro Computer position peaked at $104M in Q2 2025.
772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Alyeska Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.