Goldman Sachs’s Super Micro Computer SMCI Stock Holding History

Goldman Sachs’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	$3.41M	Buy	116,400 +12,600	+12%	+$401K	﹤0.01%	4239
2026 Q1	$2.36M	Sell	103,800 -5,000	-5%	-$150K	﹤0.01%	4388
2025 Q4	$3.18M	Sell	108,800 -286,200	-72%	-$11.8M	﹤0.01%	4173
2025 Q3	$18.9M	Buy	395,000 +390,000	+7,800%	+$18.6M	﹤0.01%	2312
2025 Q2	$245K	Sell	5,000 -213,000	-98%	-$8.21M	﹤0.01%	5557
2025 Q1	$7.46M	Sell	218,000 -115,000	-35%	-$4.36M	﹤0.01%	2962
2024 Q4	$10.1M	Buy	333,000 +278,000	+505%	+$10.1M	﹤0.01%	2796
2024 Q3	$2.29M	Sell	55,000 -70,000	-56%	-$4.26M	﹤0.01%	4035
2024 Q2	$10.2M	Sell	125,000 -55,000	-31%	-$4.7M	﹤0.01%	2478
2024 Q1	$18.2M	Buy	180,000 +130,000	+260%	+$9.53M	﹤0.01%	1927
2023 Q4	$1.42M	Buy	+50,000	New	+$1.39M	﹤0.01%	4182
2023 Q3	–	Sell	-9,752,000	Closed	-$243M	–	5825
2023 Q2	$243M	Buy	9,752,000 +1,433,000	+17%	+$24M	0.05%	350
2023 Q1	$88.6M	Buy	+8,319,000	New	+$75.1M	0.02%	758

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 $3.38T AUM 44.17% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs's SMCI Position: Q2 2026 in Review

Goldman Sachs increased its Super Micro Computer (SMCI) stake by 222% in Q2 2026, buying an estimated $243M and bringing the position to 11,085,764 shares worth $325M. The position accounts for 0.03% of the portfolio, ranked #562.

Goldman Sachs first reported a position in SMCI in Q2 2013 and has held it in 47 quarters since. The position peaked at $341M in Q3 2025. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Goldman Sachs held 11,085,764 shares of Super Micro Computer worth $325M as of Q2 2026.
Goldman Sachs bought 7,642,395 Super Micro Computer shares in Q2 2026, an estimated $243M.
Super Micro Computer made up 0.03% of Goldman Sachs's portfolio in Q2 2026, its #562 holding.
Goldman Sachs first reported a position in Super Micro Computer in Q2 2013 and has held it in 47 quarters since.
Goldman Sachs's Super Micro Computer position peaked at $341M in Q3 2025.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.