Goldman Sachs
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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
Q1 		$2.97M Sell
130,300
-1,568,000
-92% -$47.1M ﹤0.01% 4174
2025
Q4 		$49.7M Sell
1,698,300
-2,439,800
-59% -$100M 0.01% 1514
2025
Q3 		$198M Buy
4,138,100
+4,070,100
+5,985% +$194M 0.02% 611
2025
Q2 		$3.33M Sell
68,000
-612,000
-90% -$23.6M ﹤0.01% 3788
2025
Q1 		$23.3M Buy
680,000
+36,000
+6% +$1.37M ﹤0.01% 1888
2024
Q4 		$19.6M Buy
644,000
+50,000
+8% +$1.82M ﹤0.01% 2146
2024
Q3 		$24.7M Buy
594,000
+334,000
+128% +$20.3M ﹤0.01% 1867
2024
Q2 		$21.3M Buy
260,000
+125,000
+93% +$10.7M ﹤0.01% 1843
2024
Q1 		$13.6M Sell
135,000
-2,165,000
-94% -$159M ﹤0.01% 2178
2023
Q4 		$65.4M Buy
2,300,000
+940,000
+69% +$26.1M 0.01% 1007
2023
Q3 		$37.3M Buy
1,360,000
+852,000
+168% +$23.8M 0.01% 1305
2023
Q2 		$12.7M Sell
508,000
-3,083,000
-86% -$51.6M ﹤0.01% 2229
2023
Q1 		$38.3M Buy
+3,591,000
New +$32.4M 0.01% 1253

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Goldman Sachs's SMCI Position: Q1 2026 in Review

Goldman Sachs reduced its Super Micro Computer (SMCI) stake by 30% in Q1 2026, selling an estimated $43.3M and leaving 3,443,369 shares worth $78.4M. The position accounts for 0.01% of the portfolio, ranked #1217.

Goldman Sachs first reported a position in SMCI in Q2 2013 and has held it in 46 quarters since. The position peaked at $341M in Q3 2025. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Goldman Sachs held 3,443,369 shares of Super Micro Computer worth $78.4M as of Q1 2026.
  • Goldman Sachs sold 1,444,188 Super Micro Computer shares in Q1 2026, an estimated $43.3M.
  • Super Micro Computer made up 0.01% of Goldman Sachs's portfolio in Q1 2026, its #1217 holding.
  • Goldman Sachs first reported a position in Super Micro Computer in Q2 2013 and has held it in 46 quarters since.
  • Goldman Sachs's Super Micro Computer position peaked at $341M in Q3 2025.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.