Nomura Holdings’s Super Micro Computer SMCI Stock Holding History

Nomura Holdings’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	$15.6M	Sell	531,000 -1,095,100	-67%	-$34.9M	0.02%	423
2026 Q1	$37M	Buy	1,626,100 +508,800	+46%	+$15.3M	0.1%	140
2025 Q4	$32.7M	Sell	1,117,300 -3,555,900	-76%	-$146M	0.04%	219
2025 Q3	$224M	Buy	4,673,200 +1,150,800	+33%	+$54.9M	0.35%	50
2025 Q2	$173M	Buy	3,522,400 +13,800	+0.4%	+$532K	0.36%	52
2025 Q1	$120M	Buy	3,508,600 +1,031,100	+42%	+$39.1M	0.22%	71
2024 Q4	$75.5M	Buy	+2,477,500	New	+$90M	0.1%	111
2024 Q2	–	Sell	-37,000	Closed	-$3.74M	–	1997
2024 Q1	$3.74M	Buy	+37,000	New	+$2.71M	0.01%	723

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

Nomura Holdings's SMCI Position: Q2 2026 in Review

Nomura Holdings reduced its Super Micro Computer (SMCI) stake by 83% in Q2 2026, selling an estimated $18.8M and leaving 120,128 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Nomura Holdings first reported a position in SMCI in Q3 2013 and has held it in 20 quarters since. The position peaked at $269M in Q1 2025. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Nomura Holdings held 120,128 shares of Super Micro Computer worth $3.52M as of Q2 2026.
Nomura Holdings sold 591,552 Super Micro Computer shares in Q2 2026, an estimated $18.8M.
Super Micro Computer made up ﹤0.01% of Nomura Holdings's portfolio in Q2 2026, its #906 holding.
Nomura Holdings first reported a position in Super Micro Computer in Q3 2013 and has held it in 20 quarters since.
Nomura Holdings's Super Micro Computer position peaked at $269M in Q1 2025.
772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Nomura Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.