DnB Asset Management
SMCI icon

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

DnB 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 		$17.9M Buy
610,388
+489,950
+407% +$15.6M 0.05% 242
2026
Q1 		$2.74M Sell
120,438
-92,598
-43% -$2.78M 0.01% 550
2025
Q4 		$6.24M Buy
213,036
+40,586
+24% +$1.67M 0.02% 393
2025
Q3 		$8.27M Buy
172,450
+55,102
+47% +$2.63M 0.03% 329
2025
Q2 		$5.75M Buy
117,348
+16,993
+17% +$655K 0.02% 366
2025
Q1 		$3.44M Sell
100,355
-3,066
-3% -$116K 0.02% 453
2024
Q4 		$3.15M Sell
103,421
-141,129
-58% -$5.13M 0.01% 487
2024
Q3 		$10.2M Buy
244,550
+8,050
+3% +$490K 0.05% 249
2024
Q2 		$19.4M Buy
236,500
+56,550
+31% +$4.83M 0.09% 158
2024
Q1 		$18.2M Buy
179,950
+47,620
+36% +$3.49M 0.09% 159
2023
Q4 		$3.76M Buy
132,330
+32,280
+32% +$895K 0.02% 423
2023
Q3 		$2.74M Buy
+100,050
New +$2.79M 0.02% 491

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

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

DnB Asset Management increased its Super Micro Computer (SMCI) stake by 407% in Q2 2026, buying an estimated $15.6M and bringing the position to 610,388 shares worth $17.9M. The position accounts for 0.05% of the portfolio, ranked #242.

DnB Asset Management first reported a position in SMCI in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.4M in Q2 2024. 501 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • DnB Asset Management held 610,388 shares of Super Micro Computer worth $17.9M as of Q2 2026.
  • DnB Asset Management bought 489,950 Super Micro Computer shares in Q2 2026, an estimated $15.6M.
  • Super Micro Computer made up 0.05% of DnB Asset Management's portfolio in Q2 2026, its #242 holding.
  • DnB Asset Management first reported a position in Super Micro Computer in Q3 2023 and has held it in 12 quarters since.
  • DnB Asset Management's Super Micro Computer position peaked at $19.4M in Q2 2024.
  • 501 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on DnB Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.