APG Asset Management
SMCI icon

APG Asset Management’s Super Micro Computer SMCI Stock Holding History

APG Asset Management’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 		$9.56M Buy
372,678
+113,535
+44% +$3.62M 0.02% 389
2026
Q1 		$5.12M Sell
259,143
-9,632
-4% -$289K 0.02% 434
2025
Q4 		$6.7M Sell
268,775
-28,925
-10% -$1.19M 0.02% 404
2025
Q3 		$12.1M Buy
297,700
+3,400
+1% +$162K 0.03% 320
2025
Q2 		$12.3M Sell
294,300
-8,847
-3% -$341K 0.04% 326
2025
Q1 		$9.61M Sell
303,147
-8,076
-3% -$306K 0.03% 363
2024
Q4 		$9.16M Buy
+311,223
New +$11.3M 0.03% 383
2024
Q3 		– Sell
-319,570
Closed -$24.4M – 608
2024
Q2 		$24.4M Buy
319,570
+54,460
+21% +$4.66M 0.04% 310
2024
Q1 		$24.8M Sell
265,110
-68,190
-20% -$5M 0.04% 314
2023
Q4 		$8.58M Sell
333,300
-9,870
-3% -$274K 0.02% 423
2023
Q3 		$9.41M Buy
+343,170
New +$9.57M 0.02% 412

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

APG Asset Management's SMCI Position: Q2 2026 in Review

APG Asset Management increased its Super Micro Computer (SMCI) stake by 44% in Q2 2026, buying an estimated $3.62M and bringing the position to 372,678 shares worth $9.56M. The position accounts for 0.02% of the portfolio, ranked #389.

APG Asset Management first reported a position in SMCI in Q3 2023 and has held it in 11 quarters since. The position peaked at $24.8M in Q1 2024. 592 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • APG Asset Management held 372,678 shares of Super Micro Computer worth $9.56M as of Q2 2026.
  • APG Asset Management bought 113,535 Super Micro Computer shares in Q2 2026, an estimated $3.62M.
  • Super Micro Computer made up 0.02% of APG Asset Management's portfolio in Q2 2026, its #389 holding.
  • APG Asset Management first reported a position in Super Micro Computer in Q3 2023 and has held it in 11 quarters since.
  • APG Asset Management's Super Micro Computer position peaked at $24.8M in Q1 2024.
  • 592 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on APG Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.