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

Generali 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	$616K	Hold	21,000	–	–	0.01%	385
2026 Q1	$478K	Sell	21,000 -49,389	-70%	-$1.48M	0.01%	414
2025 Q4	$2.06M	Buy	70,389 +49,389	+235%	+$2.03M	0.04%	297
2025 Q3	$1.01M	Hold	21,000	–	–	0.02%	418
2025 Q2	$1.03M	Hold	21,000	–	–	0.02%	406
2025 Q1	$719K	Hold	21,000	–	–	0.02%	410
2024 Q4	$640K	Buy	+21,000	New	+$763K	0.02%	390

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

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

Generali Asset Management held its Super Micro Computer (SMCI) position steady in Q2 2026 at 21,000 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #385.

Generali Asset Management first reported a position in SMCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.06M in Q4 2025. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Generali Asset Management held 21,000 shares of Super Micro Computer worth $616K as of Q2 2026.
Generali Asset Management left its Super Micro Computer share count unchanged in Q2 2026.
Super Micro Computer made up 0.01% of Generali Asset Management's portfolio in Q2 2026, its #385 holding.
Generali Asset Management first reported a position in Super Micro Computer in Q4 2024 and has held it in 7 quarters since.
Generali Asset Management's Super Micro Computer position peaked at $2.06M in Q4 2025.
772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Generali Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.