BNP Paribas Asset Management
SMCI icon

BNP Paribas Asset Management’s Super Micro Computer SMCI Stock Holding History

BNP Paribas 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
Q1 		$1.49M Sell
65,371
-395,040
-86% -$11.9M ﹤0.01% 1112
2025
Q4 		$13.5M Buy
460,411
+44,191
+11% +$1.82M 0.02% 617
2025
Q3 		$20M Sell
416,220
-6,682
-2% -$319K 0.05% 348
2025
Q2 		$20.7M Buy
422,902
+370,690
+710% +$14.3M 0.05% 342
2025
Q1 		$1.79M Buy
52,212
+20,053
+62% +$761K ﹤0.01% 696
2024
Q4 		$980K Buy
+32,159
New +$1.17M ﹤0.01% 775
2024
Q3 		– Sell
-30,670
Closed -$2.51M – 973
2024
Q2 		$2.51M Sell
30,670
-2,370
-7% -$203K 0.01% 639
2024
Q1 		$3.34M Sell
33,040
-23,620
-42% -$1.73M 0.01% 589
2023
Q4 		$1.61M Sell
56,660
-90,320
-61% -$2.5M ﹤0.01% 694
2023
Q3 		$4.03M Buy
+146,980
New +$4.1M 0.01% 555

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

BNP Paribas Asset Management's SMCI Position: Q1 2026 in Review

BNP Paribas Asset Management reduced its Super Micro Computer (SMCI) stake by 86% in Q1 2026, selling an estimated $11.9M and leaving 65,371 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

BNP Paribas Asset Management first reported a position in SMCI in Q3 2023 and has held it in 10 quarters since. The position peaked at $20.7M in Q2 2025. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • BNP Paribas Asset Management held 65,371 shares of Super Micro Computer worth $1.49M as of Q1 2026.
  • BNP Paribas Asset Management sold 395,040 Super Micro Computer shares in Q1 2026, an estimated $11.9M.
  • Super Micro Computer made up ﹤0.01% of BNP Paribas Asset Management's portfolio in Q1 2026, its #1112 holding.
  • BNP Paribas Asset Management first reported a position in Super Micro Computer in Q3 2023 and has held it in 10 quarters since.
  • BNP Paribas Asset Management's Super Micro Computer position peaked at $20.7M in Q2 2025.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on BNP Paribas Asset Management's 13F filing for Q1 2026, filed 14 May 2026.