National Pension Service’s Super Micro Computer SMCI Stock Holding History

National Pension Service’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	$2.93M	Buy	99,868 +65,632	+192%	+$2.09M	﹤0.01%	472
2026 Q1	$780K	Sell	34,236 -203,482	-86%	-$6.11M	﹤0.01%	549
2025 Q4	$6.96M	Sell	237,718 -831,046	-78%	-$34.2M	0.01%	441
2025 Q3	$51.2M	Buy	1,068,764 +41,606	+4%	+$1.99M	0.04%	307
2025 Q2	$50.3M	Sell	1,027,158 -866	-0.1%	-$33.4K	0.04%	295
2025 Q1	$35.2M	Buy	1,028,024 +78,804	+8%	+$2.99M	0.03%	387
2024 Q4	$28.9M	Buy	+949,220	New	+$34.5M	0.03%	438
2024 Q3	–	Sell	-669,000	Closed	-$54.8M	–	547
2024 Q2	$54.8M	Buy	669,000 +16,000	+2%	+$1.37M	0.06%	262
2024 Q1	$66M	Sell	653,000 -209,000	-24%	-$15.3M	0.08%	242
2023 Q4	$24.5M	Hold	862,000	–	–	0.03%	434
2023 Q3	$21.5M	Buy	+862,000	New	+$24M	0.03%	443

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

National Pension Service's SMCI Position: Q2 2026 in Review

National Pension Service increased its Super Micro Computer (SMCI) stake by 192% in Q2 2026, buying an estimated $2.09M and bringing the position to 99,868 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #472.

National Pension Service first reported a position in SMCI in Q3 2023 and has held it in 11 quarters since. The position peaked at $66M in Q1 2024. 592 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

National Pension Service held 99,868 shares of Super Micro Computer worth $2.93M as of Q2 2026.
National Pension Service bought 65,632 Super Micro Computer shares in Q2 2026, an estimated $2.09M.
Super Micro Computer made up ﹤0.01% of National Pension Service's portfolio in Q2 2026, its #472 holding.
National Pension Service first reported a position in Super Micro Computer in Q3 2023 and has held it in 11 quarters since.
National Pension Service's Super Micro Computer position peaked at $66M in Q1 2024.
592 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on National Pension Service's 13F filing for Q2 2026, filed 13 Aug 2026.