Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Super Micro Computer SMCI Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		– Sell
-192,092
Closed -$4.37M – 717
2026
Q1 		$4.37M Buy
192,092
+108,097
+129% +$3.24M 0.01% 342
2025
Q4 		$2.46M Buy
+83,995
New +$3.46M 0.01% 395
2023
Q2 		– Sell
-227,770
Closed -$2.43M – 742
2023
Q1 		$2.43M Sell
227,770
-700,440
-75% -$6.32M 0.01% 402
2022
Q4 		$7.62M Sell
928,210
-148,000
-14% -$1.13M 0.04% 281
2022
Q3 		$5.93M Sell
1,076,210
-89,000
-8% -$507K 0.03% 310
2022
Q2 		$4.7M Buy
1,165,210
+269,170
+30% +$1.23M 0.03% 352
2022
Q1 		$3.41M Buy
896,040
+181,600
+25% +$752K 0.02% 392
2021
Q4 		$3.14M Buy
714,440
+108,000
+18% +$438K 0.02% 402
2021
Q3 		$2.22M Sell
606,440
-43,000
-7% -$156K 0.01% 445
2021
Q2 		$2.29M Sell
649,440
-679,000
-51% -$2.5M 0.01% 445
2021
Q1 		$5.19M Buy
1,328,440
+760,440
+134% +$2.59M 0.03% 309
2020
Q4 		$1.8M Buy
568,000
+145,000
+34% +$409K 0.01% 463
2020
Q3 		$1.12M Buy
+423,000
New +$1.16M 0.01% 502

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s SMCI Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Super Micro Computer (SMCI) in Q2 2026, closing a stake of 192,092 shares — an estimated $4.37M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in SMCI in Q3 2020 and held it in 13 quarters. The position peaked at $7.62M in Q4 2022. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Super Micro Computer position as of Q2 2026 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 192,092 Super Micro Computer shares in Q2 2026, an estimated $4.37M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Super Micro Computer in Q3 2020 and held it in 13 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Super Micro Computer position peaked at $7.62M in Q4 2022.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.