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

Nissay 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	$2.05M	Sell	69,792 -1,218	-2%	-$38.8K	0.01%	532
2026 Q1	$1.62M	Buy	71,010 +1,432	+2%	+$43K	0.01%	535
2025 Q4	$2.04M	Buy	69,578 +3,077	+5%	+$127K	0.01%	505
2025 Q3	$3.19M	Buy	66,501 +779	+1%	+$37.2K	0.02%	398
2025 Q2	$3.22M	Sell	65,722 -1,073	-2%	-$41.4K	0.02%	401
2025 Q1	$2.29M	Buy	66,795 +723	+1%	+$27.4K	0.01%	476
2024 Q4	$2.11M	Sell	66,072 -51,438	-44%	-$1.87M	0.01%	505
2024 Q3	$4.89M	Buy	117,510 +54,340	+86%	+$3.31M	0.03%	321
2024 Q2	$5.18M	Buy	63,170 +3,740	+6%	+$320K	0.03%	294
2024 Q1	$6M	Buy	59,430 +4,040	+7%	+$296K	0.04%	259
2023 Q4	$1.57M	Buy	55,390 +5,920	+12%	+$164K	0.01%	525
2023 Q3	$1.36M	Buy	+49,470	New	+$1.38M	0.01%	539

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

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

Nissay Asset Management reduced its Super Micro Computer (SMCI) stake by 1.7% in Q2 2026, selling an estimated $38.8K and leaving 69,792 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #532.

Nissay Asset Management first reported a position in SMCI in Q3 2023 and has held it in 12 quarters since. The position peaked at $6M in Q1 2024. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Nissay Asset Management held 69,792 shares of Super Micro Computer worth $2.05M as of Q2 2026.
Nissay Asset Management sold 1,218 Super Micro Computer shares in Q2 2026, an estimated $38.8K.
Super Micro Computer made up 0.01% of Nissay Asset Management's portfolio in Q2 2026, its #532 holding.
Nissay Asset Management first reported a position in Super Micro Computer in Q3 2023 and has held it in 12 quarters since.
Nissay Asset Management's Super Micro Computer position peaked at $6M in Q1 2024.
765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Nissay Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.